Author Archive

A good friend of mine recently told me that he was changing his Investment Advisor.  When I asked about the reason(s) why, he simply stated “performance“.  When I then asked if his Investment Advisor had not measured-up against my...

In a recent discussion with a client, I was asked the following question:  “What Is Stewardship?” A related comment to this question is typically, “Our organization has plenty of compliance rules and regulations that we follow....

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,...

For years now, the fees that mutual fund investors pay, have been primarily integrated fee structures that cover three components: 1.       Investment Management – the fees to the money managers who select the underlying securities...

Dan Hallett, Vice President & Director, Asset Management at HighView Financial Group, comments in the Globe & Mail, Report On Business, on actively managed ETFs launched yesterday by AlphaPro Management.  If you would like to read a copy...

This year, I celebrate my 20th year in the wealth management business.  Although short in duration relative to some of my business partners, it’s sufficiently long to have experienced both good and bad market conditions.  Unfortunately, in...

As we’ve all witnessed over the past several months, the globally coordinated response of the world’s major central banks to inject liquidity into the capital markets has resulted in a major “bounce back” in equity prices...

Although the DHAI name has now been changed to HighView Asset Management Ltd., the DHAI people and services remain unchanged! Dan will continue to provide all of his existing DHAI services under the HighView banner. In addition, as Director of...

In our years of experience overseeing the management of client wealth, we’ve learned that successful investment management is more about managing risks than it is about managing returns. The rationale for this is simple: An investor who...