Author Archive
What Does “Family Wealth Stewardship” Mean?
We often talk about providing “family wealth stewardship” for our clients – so what do we mean by that? At HighView, the word “stewardship” refers to how we oversee and govern the management of client wealth: as an investment fiduciary in...
Happy Holidays to Our Valued Investors and Their Families
As the year 2015 marked the 10th anniversary of HighView, the past few days have been a time for us to pause and reflect. First, we’re very grateful for our clients, and the opportunity we’ve been provided over the past decade to service their...
7 Warning Signs It’s Time to Change Your Investment Advisor
Like any profession, there are competent advisors and not-so-competent advisors in the wealth management industry. Our experience is that there are always warning signs for clients that it’s time to change investment advisors. Here are seven signs...
Do You View Your Invested Assets as a ‘Piggy Bank’ or a ‘Pay Cheque’?
Many successful entrepreneurs who’ve worked hard to build their business from the ground up sell the business for a significant sum – which becomes liquid investment assets held within financial structures like holding companies and family...
What the Wealth Management Industry Can Learn from Entrepreneurs
As prosperous entrepreneurs know, successful businesses rely on cash flow; revenues must exceed expenses to result in cash profit. In order to generate positive cash flow, businesses need to effectively leverage their current assets and resources....
Mystery Shoppers Reveal Challenges of Comparing Investment Advisor Fees in Ontario
A recent article in Investment Executive highlights the results of a mystery shopping exercise wherein investment advisors were secretly evaluated by three securities regulators (OSC, IIROC, and MFDA) in 2014. Unfortunately, the results are in line...
6 Considerations for Affluent Families Forming a Family Foundation
Many high net worth families we have worked with are grateful for the people in their lives and the opportunities they’ve been given; along with their hard work and persistence, these people and opportunities have helped shape their lives and...
Regulatory Changes Driving Changes in Custodial Preferences for Affluent Families and Institutions
In our previous article, ‘Keeping Investor Assets Safe: The Custodians Role’, we outlined the importance of having an independent custodian take safekeeping of clients’ investable assets where their portfolios are being managed by...
Get the Truth about Costs: Top 5 Questions for Investors to Ask Investment Advisors
When you are choosing an investment counsellor to manage your ongoing investments, it can be challenging to get a full picture of the costs involved. Of course, there is a fee associated with any investment firm – but what about all those other...
Welcoming Adam Laird to the HighView Team!
We’re very pleased to announce that Adam Laird has joined HighView Financial Group as a Stewardship Counsellor. In this role, Adam will be focused on advising high net worth families about wealth management. Adam has a proven background in serving...
