The Importance of Client Investment Portfolio Monitoring
In a recent article, I reviewed the importance of having an Investment Policy Statement. In this article, I'd like to…
14 years ago
HighView Blog
Structural risks of real property funds
In a recent Globe & Mail article, I was quoted as saying that I was amazed that real estate mutual…
14 years ago
Is Buy-And-Hold Dead?
Not according to Dr. Burton Malkiel, one of the true legends of the Investment Industry. Last night my colleague John…
14 years ago
Advisor compensation: no fee model is free from potential conflicts
Financial advisor compensation is one of those topics that is hotly debated but never fully resolved. A recent article by the…
14 years ago
ING DIRECT resumes index fund spin-doctoring
I have been a happy ING DIRECT banking and insurance client for more than a dozen years. A little more than…
14 years ago
Building A Solid Foundation For Foundations!
With the growing level of wealth in Canada, an increasing area of interest is the use of Private Foundations. In…
14 years ago
Jack Bogle Says Industry Must Return To Stewardship Model
At a recent CFA Conference in Boston, Jack Bogle, the Founder of Vanguard Group, said that the investment industry should…
14 years ago
Back To Basics
No matter how many times a “can’t miss” investment trend implodes, investors have demonstrated a regrettable penchant for chasing the…
14 years ago
Creating Disciplined Investment Structures For Ultra High Net Worth Families
For any investor, effectively managing their investments can be a challenge. The world of capital markets has become a very complex…
14 years ago
The Future For Hedge Funds
It's been almost three years now since the initial cracks in the global capital markets were first experienced back in…
14 years ago