Author Archive
The Client Dangers of Proprietary Investment Product Overload
Absolute Objectivity Is Key When Advising Clients One of the Founding Principles of HighView Financial Group is ‘objectivity’, which from a portfolio construction perspective means that we don’t believe that advisors should be conflicted in...
7 Common Hurdles in Creating Sustainable Wealth
Your wealth gives you and your family the freedom to pursue your goals; however, accumulating it requires diligence, focus, and patience. For this reason, it isn’t something investors want to do twice! The global marketplace is currently treading...
Understanding Your Family Office Options
Affluent families often face a myriad of challenges that come with wealth, including: Wealth management Tax and estate planning Business succession issues Setting and funding philanthropic goals Finding the time to manage these activities themselves...
Happy Holidays to Our Valued Clients and Their Families
As the holiday season approaches, we want to thank our clients and their other professionals for their continued support of HighView Financial Group over the past year. 2017 was not only the 12th anniversary of HighView, but also a year of ongoing...
Why Do I Need an Investment “Fiduciary”?
A true investment fiduciary is all about putting the client’s interests first. Too many investment advisors only pay lip service to the idea of “putting the investor first”; a true fiduciary has a legal and ethical responsibility to live up to...
Dan Hallett of HighView to Be a Panelist in OSC Roundtable on Discontinuing Embedded Commissions
On September 18, 2017, Dan Hallett, Vice-President and Principal of HighView, will be participating in a roundtable discussion of Canadian Securities Administrators (CSA) Consultation Paper 81-408 Consultation on the Option of Discontinuing Embedded...
What the 2017 Federal Budget Means for High Net Worth Canadians
On March 22nd, 2017 the Trudeau Liberal Government presented their second Federal Budget. Compared to their first budget, which included significant increases in taxation and program stimulus, this budget provided relatively small changes to certain...
What Is Wealth Stewardship?
Prudent Principles to Live By “Looking back, it feels like we made endless sacrifices for 30 years to create our wealth, and now we worry about preserving what we’ve built for ourselves, our children & our grandchildren.” Family Client of...
Integrated Wealth Management Advice for Affluent Canadian Families: Part 5 – A Different Approach
This is my final blog in this series, wherein I will present a solution to the problems presented in the previous posts. I encourage you to read the entire series to get a full understanding of the challenges facing affluent families seeking wealth...
Loren Francis Appointed to HighView Portfolio Strategy Committee
HighView is pleased to announce that Stewardship Counsellor and Principal Loren Francis has now been appointed to our Portfolio Strategy Committee. The HighView Portfolio Strategy Committee leads the way to ensure we make the right investment...
