Author Archive
A Sustainable Approach To The Management Of Wealth
Investment Stewards & Their Challenges: At HighView Financial Group, we recognize that there are many people that have a fiduciary obligation for the oversight of wealth that has been entrusted to them for the benefit of others — advisory...
Managing Client Portfolios With A Fiduciary Mindset
At HighView Financial Group, we are very open in stating that we are a fiduciary of the client assets that we manage. As the concept of “fiduciary” is being discussed more in the media, we believed it was important to address this concept. We...
It Should All Be About The Investor Client
The Challenges Facing Investors: At HighView Financial Group, we believe that investors are faced with ever-increasing complexities in the management of their assets. As a result, we are witnessing many investors on a mission to find a framework...
Keeping Investor Assets Safe – The Custodian’s Role
I firmly believe that the accumulation of wealth for most people is primarily driven by the need for comfort, independence and their desire to pursue their goals and aspirations. This applies equally to both family and institutional wealth such...
Thinking Risk Before Return
Unfortunately, most of the global investment industry is centred on “benchmark risk” or whether or not a manager “beats the market”. Instead, at HighView Financial Group, we believe that wealth managers should focus on “goals-based...
Managing The Conflicts
With the consolidation in the global financial services industry over the past few decades, it’s becoming increasingly challenging for investors to ascertain if the investment solutions that are recommended for their portfolios are truly...
The Architect & The Engineer
It’s An Investment Product World: Investors are so used to hearing investment professionals talk about the merits of their favourite investment opportunities whether it be gold, oil & gas, real estate, bonds, bank stocks, technology...
Compass – HighView Winter/Spring 2011 Capital Markets Commentary
HighView Financial Group has recently published our capital markets commentary for Winter/Spring 2011: HighView Compass. To read this report, please click...
It’s Not All About The Managers
Despite having spent most of my career designing & overseeing portfolios for various types of clients, I continue to be shocked as to how much time & energy is expended in the institutional asset management world (ie: group retirement...
Why A Corporate Trustee Is An Important Estate Planning Partner
This weekend in the Report On Business section of the Globe & Mail, the lead story was about how the $24 Million estate of Paul Penna, the Founder of gold mining company, Agnico-Eagle Mines, had been plundered by trustees. In 1996, gravely ill...
