HighView Blog

  • Portfolio Management
  • Investment Performance and Reporting

Piling into U.S. stocks? Don’t Expect the Past Decade to Repeat

The head-turning performance of the S&P 500 Index has many investors clamouring for more exposure to these five hundred stocks.…

  • Competitive Intelligence

7 Signs for when you should change your Investment Advisor

Like any profession, there are competent advisors and not-so-competent advisors in the wealth management industry. Our experience is that there…

  • Family Wealth Planning

Family Home – Downsizing with 5 Crucial Steps [Video]

A “fixed asset” is a long-term tangible asset that is not expected to be consumed or converted into cash any…

  • Competitive Intelligence

The S&P 500’s Three Surprising Traits

It’s hard to believe that many investors were repelled by the idea of buying U.S. stocks in the early 2010s.…

  • Portfolio Management
  • Family Wealth Planning
  • Industry Changes + Trends

The Services Of An Investment Fiduciary and Why it Matters

As the concept of fiduciary is being discussed more in the media and among Canadian securities regulators, we believe it is important to…

  • Investment Performance and Reporting
  • Regulations and Industry Governance

How HighView Measures Investment Performance for Transparency and Consistency

It may come as a surprise to many that there are different ways to calculate investment returns and that it…

  • Portfolio Management
  • Family Wealth Planning
  • Industry Changes + Trends

Portfolio Design is Crucial. Here’s Why.

In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety…

  • Family Wealth Planning

Wealth Planning is a Dynamic Document

One of the core principles at HighView is to understand the purpose of the portfolio. To assist in discovering this…

  • Portfolio Management
  • Family Wealth Planning

Savvy DIY Investors Must Plan For Succession

While do-it yourself investors are notorious for making big behavioural mistakes, there is a unique subset of very savvy investors.…

  • Family Wealth Planning

Financial planning and what its Not

Having an up-to-date financial plan is perhaps the most powerful and useful document a family can have. An effective financial…