Author Archive

In a much-anticipated report, the SEC (Securities & Exchange Commission) in the United States late Friday night recommended to Congress that broker-dealers be subject to the same fiduciary standard that applies to investment advisers. This issue...

Greg Rodger and Dan Hallett of HighView Financial Group recently wrote an article on the use of bonds in institutional client portfolios, which is featured in a recent article of Benefits Canada. To view this article, please click...

HighView Financial Group, as a firm, has always held the view that the greatest value provided by quality Investment Advisors to their clients is the stewardship of their wealth.  In other words, the accumulation of wealth requires patience,...

Overview: The past few years in the asset management business have been very interesting.  Compared to much of the 1990s and first 1/2 decade of the 21st century, investors of all types are now very sensitive to the various global economic risks...

Paul Rainford (Vice President & Director, HighView Financial Group) has spent over three decades designing retirement plans for plan sponsors. It the video below, Paul provides an overview of the features and benefits of “Trusteed...

With the capital markets volatility of the past few years, and the increased risk aversion of investors, we’re frequently asked how HighView Financial Group rebalances client portfolios.  The purpose of this article is to highlight our...

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...

Recently, my partner, Chris Page, attended a global investment conference held in Ottawa, and had a chance to speak with quite a number of Defined Benefit Pension Sponsors. Without fail, the topic discussed the most was pension solvency. Not one...

HighView Financial Group has recently published our quarterly capital markets commentary for Fall 2010: HighView Compass. To read this report, please click...

It has been our experience, over many decades of dealing with families of significant means, that they all have their individual levels of complexity which have evolved over the families’ evolutionary lifecycles. These complex structures are...