Learning to Identify Opportunities & Concerns
A comprehensive financial plan, when done correctly, can be an extremely valuable document and planning tool for every Canadian family.…
1 year ago
HighView Blog
Borrowing Money as an Affluent Family
Overview: Many people often incorrectly assume that affluent families don’t need to borrow money because they have money. Although on…
1 year ago
When are RRSP’s a Good Strategy
The Registered Retirement Savings Plan (RRSP) was created in 1957 and has progressed into a valuable saving vehicle for working…
1 year ago
A Deeper Dive: Investment Policy Statements for Families
A prospective client met with me as he wanted to change his Investment Advisor. When I asked about the reason(s)…
1 year ago
Higher Rates – Not Bad for Bonds Longer Term
Throughout most of this century, investors have been down on bonds. The argument was that rates are historically low and…
1 year ago
Make Wealth Planning The First Step
Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group. While many investment firms may…
1 year ago
VFO: The Future of Family Wealth Management
You’ve worked hard to create your family’s wealth. You want it to be well managed and sustainable for future generations.…
2 years ago
Part 3: Portfolio Monitoring
This blog will be considered Part 3 of a 3-Part series pertaining to Portfolio Monitoring. Please view the Part 1 blog…
2 years ago
When It’s Time to Leave Your Money Manager
Over the past two decades, investors have had seemingly little patience for an underperforming investment or money manager. Investors tend…
2 years ago
Understanding Family Wealth Stewardship
We often talk about providing “family wealth stewardship” for our clients – so what do we mean by that? At…
2 years ago