Author Archive
Join Us for the “Choose Your Alternative Wisely” Seminar in Toronto on March 2!
The creation of a portfolio that stands the test of time and provides for sustainable results within acceptable risk parameters is a function of its adaptability to adjust to secular changes. Gary Brent At HighView, we have recognized that...
CRM2 Update – 2017 Is the Year for Positive Change
At last, the year 2017 marks a great step forward for our country with regards to transparency and disclosure in the financial services industry. The long anticipated regulation, that will impact Canadian investors, will be on display in many...
Season’s Greetings to Our Valued Investors 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. 2016 was not only the 11th anniversary of HighView, but also a year of ongoing...
True Portfolio Transparency: The Complete Unbundling of Service Providers and Their Fees
Fee Disclosure Should Just be the Start Canadian securities regulators are currently forcing fee transparency for client accounts in the investment industry. This change is known as CRM2 (Client Relationship Model, Phase 2). HighView Financial Group...
Integrated Wealth Management Advice for Affluent Canadian Families: Part 4 – The 5 Costs of One-Stop-Shop Wealth Advice
In my previous post in this series, I discussed the trade-off high net worth families face between convenience and competency in seeking wealth management advice. Today’s article will delve into this subject to explore the top five potential costs...
Welcoming Loren Francis to the HighView Team!
We’re happy to announce that Loren Francis has joined HighView Financial Group as a Stewardship Counsellor and Principal. Loren will be playing a leadership role in crafting the HighView client experience as well as practice management. She was...
Integrated Wealth Management Advice for Affluent Canadian Families: Part 3 – Convenience vs. Competency
Welcome back to my ongoing series about the pursuit of integrated wealth management advice for high net worth families (families with investable assets > $1 Million). Catch up on the past two articles: Part 1: A brief history of wealth advice...
Integrated Wealth Management Advice for Affluent Canadian Families: Part 2 – Are the Needs of High Net Worth Clients Met?
In part 1 of this series, I explored a brief history of wealth advice integration in Canada, up to the present day when large organizations continue to increase their dominance in the family wealth management industry. So, we know that this advice...
Challenges Facing Foundations Seeking Effective Asset Management (And the Solution!)
The Challenges for Foundation Boards The globalization of capital markets has caused a significant increase in both the variety and complexity of available investment opportunities. Examples of investment options now available include: Bonds Stocks...
Integrated Wealth Management Advice for Affluent Canadian Families: Part 1 – A Brief History
The combination of Canadian aging demographics and rising affluence for certain wealth segments is causing the delivery of integrated wealth management advice – across financial disciplines – to quickly become a major concern for investors, and...
