HighView Blog

  • Portfolio Management
  • Family Wealth Planning

Compass – HighView Fall 2011 Portfolio Strategy Commentary

HighView Financial Group has recently published our quarterly portfolio strategy commentary for Fall 2011: HighView Compass. To read this report,…

  • Industry Changes + Trends

Getting Back To Pension Plan Basics For Private Companies

Private Companies & Defined Benefit Pension Plans: The global financial challenges over the past several years have been a catalyst…

  • Portfolio Management
  • Family Wealth Planning

Are MFDA Advisors Missing Out On ETFs

Today, there is an article in Advisor.ca, which discusses the range of investment options available for MFDA Investment Advisors, with a…

  • Portfolio Management
  • Family Wealth Planning

Don’t overlook the basics of hedge fund due diligence

The Ontario Securities Commission recently issued an order in the ongoing matter of Sextant Capital Management, a defunct hedge fund…

  • Family Wealth Planning
  • Insurance

Investing With Whole Life Participating Insurance For Affluent Families

As an Outsourced Chief Investment Officer for affluent families, at HighView Financial Group, we frequently receive questions from our clients concerning…

  • Industry Changes + Trends

Borrowing to invest in high-payout funds: a numerical example

My last post on the perils of investing in high-payout funds with borrowed money sparked a lot of questions and…

  • Family Wealth Planning

Group Retirement Plan Investment Approaches: IKEA or Leon’s

Overview: For years now, my close friends & family have always joked that I could easily be the all-time winner…

  • Family Wealth Planning
  • Industry Changes + Trends
  • Competitive Intelligence

Leveraging + High Payout Funds = Unhappy Ending

The final chapter to the series of articles I've written this year on high-payout investments funds features leveraging.  Over the…

  • Portfolio Management
  • Regulations and Industry Governance

Institutional Governance: Focusing On The Wrong Results

The Historical Focus: Over the past three decades, institutional investors - such as group retirement plans, foundations & endowments -…

  • Geopolitical + Tax Changes

High Noon In Euroland

World leaders and policy makers have been trying over the past 24 months to control the fallout from the Global…