This family story is the first of a series in which we discuss some of the common investment challenges families face and what ultimately led them to HighView. Here, we explore the topic of families who have built their wealth through...
For families who have built their wealth over a lifetime or have experienced a liquidity event such as the sale of a business after decades of hard work, the prospect of being held hostage to the whims of the market can be frightening. The reality...
Absolute Objectivity Is Key When Advising Clients One of the Founding Principles of HighView Financial Group is ‘objectivity’, which from a portfolio construction perspective means that we don’t believe that advisors should be conflicted in...
As HighView believes in education and transparency, we feel it is important that investors understand how they are invested. Today’s topic is: Understanding Pool Funds. So let’s review. Watch this video or read below for a better understanding...
In Canada, mutual funds are the largest held embedded fee investment product available. They are categorized by a class system, of which most investors are familiar with the A-Class fund predominately used by financial advisors or mutual fund...
We are pleased to announce that Warren MacKenzie, Stewardship Counsellor at HighView, will be presenting a session at the upcoming MoneyShow Toronto! Warren’s Session: Practical Advice for Long-term Investing Focusing on practical advice for...
A “fixed asset” is a long-term tangible asset that is not expected to be consumed or converted into cash any sooner than at least one year’s time. In Canada, a “family home” is considered a fixed asset. When downsizing their homes, many...
On Tuesday March 22nd, the Federal government released its much-anticipated 2016 Federal Budget. On the heels of a Justin Trudeau and Liberal government victory, high net worth Canadians have been wondering how this government’s budget and future...
It is our goal to debunk myths found within the investment industry. One of the most persistent myths perpetuated by investment managers is that investors’ portfolios’ performance should be measured compared to a relative, market-based...
As independent stewards of wealth for affluent Canadian families and foundations, it is our passion to inform and educate investors. To that end, we have created a new video series called “Debunking Myths of the Investment Industry in Canada”....