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Thoughts on Recent Global Events

By Greg Rodger on March 17th, 2011

It is likely difficult for any of us to truly comprehend the toll that the recent tragic events in Japan have taken on its people. Our thoughts and prayers are with them. While in some ways it feels trivial and disrespectful to comment on the...

Family Offices Reject Private Banks

By Greg Rodger on September 16th, 2010

A recent article in Campden FB highlights a trend in Europe that we at HighView have been witnessing for many years in Canada.  The article focuses on a study done of family businesses and their family offices in Europe and concludes that over one...

Is Buy-And-Hold Dead?

By Greg Rodger on June 17th, 2010

Not according to Dr. Burton Malkiel, one of the true legends of the Investment Industry. Last night my colleague John Platt and I had the distinct pleasure of spending an evening with, Dr. Malkiel and a small group of investment professionals.  Dr....

The Roller Coaster Returns

By Greg Rodger on May 7th, 2010

Just in case anyone had forgotten that stock markets can go down as well as up, we were shocked back to reality this week.  But the fact that the TSX was down 4.6% on the week and the S&P 500 was down 6.4% (-3.5% in Canadian dollar terms) was...

Goals Based Planning Finding Favour Among Wealth Managers

By Greg Rodger on February 16th, 2010

A great article appeared today in The Family Wealth Report that discusses the importance of Goals Based Planning as well as the traction this important concept is gaining within the wealth management industry....