It’s been almost three years now since the initial cracks in the global capital markets were first experienced back in 2007. At that time, it seemed like the term, “Hedge Fund” was on the lips of so many investors who were seeking...
In the aftermath of the 2008/2009 global capital markets crisis, many investment firms have been exploring the use of Managed Accounts for the hedge fund strategies for their investor clients. Although Managed Accounts have been in existence for...
The attached article by Charlotte Beyer (Founder & CEO, Institute for Private Investors), which appeared in the November/December 2009 issue of CFA Magazine, reviews how a new science of private client psychology would examine how trust and...
In August 2007, my two HighView partners, Greg Rodger and Wayne Gillespie co-authored an article about how the misunderstanding of “Risk” is at the heart of most Advisor/Client conflicts. This article also appeared in The Monitor, the magazine...
At HighView Financial Group, we recognize that there are many organizations that have a fiduciary obligation for the oversight of large pools of capital entrusted to them for the benefit of others — advisory firms, family offices, foundations,...
In recent months, we’ve been introduced to several Financial Advisory Firms (ie: Insurance Advisors, Financial Planners, Accountants, etc.) who refer client business to various Investment Management firms. Given the growing need for high...
Over the past year, we’ve spent considerable time educating ourselves about the investment alternatives available to Canadians within Defined Contribution Pension Plans. Having spent twenty years in the private wealth management business,...
This past Thursday (May 6th, 2010), the Odette School of Business, at the University of Windsor, hosted an evening titled, “Chasing Bernie Madoff“. Frank Casey (one of the three Foxhounds, led by Harry Markopolos), together with Gaytri...
A commissioner at the U.S. Securities and Exchange Commission insists that anyone providing investment advice should be held to a fiduciary standard. In a speech to the Investment Adviser Association Annual Conference in Chicago Thursday, SEC...
I believe that the impact of the current Goldman Sachs alleged fraud investigation that is playing-out in the media will be a catalyst for long-standing implications for private wealth management in North America. Here’s how I get...
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
