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Planning is a Living Document

By Ian Calvert on March 2nd, 2022

One of the core principles at HighView is to understand the purpose of the portfolio. To assist in discovering this purpose, a comprehensive wealth plan or financial plan is created. The wealth plan can then become one of the most important...

Planning is not Selling

By Ian Calvert on September 23rd, 2021

Having an up-to-date financial plan is perhaps the most powerful and useful document a family can have. An effective financial plan should be a comprehensive, forward-looking document, that examines items such as the family’s cash flow, balance...

Planning First

By Ian Calvert on May 18th, 2021

Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group. While many investment firms may eventually get the financial planning services once the assets have been secured, or simply don’t offer these...

Affluent Families Need an Integrated Family Wealth Plan

By Ian Calvert on June 23rd, 2017

At HighView Financial Group, we believe that affluent Canadian families – whether they realize it or not – are actually operating a ‘wealth management business’. In other words, their investable asset base is of a sufficiently significant...

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