Performance Fee Implications for Investment Fiduciaries
Investor clients and investment fiduciaries need to carefully think through the performance fees used in many investment products. I believe…
11 years ago
HighView Blog
HighView Strategic Capital Partner: Radar Capital Inc.
January 5th, 2015 HighView Financial Group (“HighView”) is pleased to announce that investment funds managed by Radar Capital Inc. (“Radar”)…
11 years ago
Go global instead of slicing & dicing your stocks by region
In a recent article, Globe and Mail columnist Rob Carrick tackled the important issue of global stock diversification. He surveyed…
11 years ago
Why Engage The Services Of An Investment Fiduciary?
As the concept of fiduciary is being discussed more in the media and among Canadian securities regulators, we believe it is important to…
11 years ago
It is time to prepare for the bear
All year I've been wanting to write an article urging advisors and individual investors to prepare for the next bear…
11 years ago
Do-it-yourself investors must plan for investments after death
Many DIY investors act as 'family money managers'. Most that I've met are men married to spouses with little or…
11 years ago
Are you chasing an investment celebrity or the superior money manager?
So-called 'Bond King' Bill Gross made headlines with his recent decision to leave PIMCO - the firm he founded more…
11 years ago
CalPERS’ hedge fund decision offers important lessons
The California Public Employees' Retirement System - aka CalPERS - announced plans to liquidate its $4 billion hedge fund portfolio. It's…
11 years ago
Beware of aggressive investment product marketing
Aggressive marketing of investment products is nothing new. Throughout my career I have expended plenty of energy pointing out what…
11 years ago
Market-linked GIC looks good on surface but fails scrutiny
A prospective client recently brought an index-linked guaranteed investment certificate (GIC) to our attention - an investment that he found…
11 years ago