Author Archive
A New Solution for Wealth: The Virtual Family Office
You’ve worked hard to create your family’s wealth. You want it to be well managed and sustainable for future generations. Unfortunately, as we mentioned in a previous post, family wealth is not self-perpetuating. Without proper planning, it...
How to Build Sustainable Family Wealth for Future Generations (and Why It’s So Difficult to Do)
You’ve worked hard to get where you are. You’ve built your wealth over time and now you want to ensure it will last for future generations. You already know how difficult creating wealth is, but you may just be realizing that preserving it comes...
Performance Fee Implications for Investment Fiduciaries
Investor clients and investment fiduciaries need to carefully think through the performance fees used in many investment products. I believe performance fees are a structural issue, as they tend to: Incentivize risk seeking instead of risk...
HighView Strategic Capital Partner: Radar Capital Inc.
January 5th, 2015 HighView Financial Group (“HighView”) is pleased to announce that investment funds managed by Radar Capital Inc. (“Radar”) have recently completed their capital investment in HighView. Gary Brent, Chairman, Chief Strategist...
Why Engage The Services Of An Investment Fiduciary?
As the concept of fiduciary is being discussed more in the media and among Canadian securities regulators, we believe it is important to address this concept as it’s all about putting the investor-client interests first! We view...
The Fee’s Not The Fee: What’s The Real Cost Of Investment Management?
A. OVERVIEW: Today’s investment management offerings are comprised of a variety of Service Components that comprise the total offering. As a result, it can be rather challenging for investors to compare the investment management offerings...
The Piggy Bank vs The Pay Cheque
OVERVIEW: One of the challenges that many affluent families face is establishing a regular cash flow payment structure for family members, which I refer to as ‘The Family Pay Cheque’. Specifically, often after the sale of a business, the...
Stewarding The Family Foundation
According to various estimates, there are currently approximately 28,000 households in Canada with investable assets in excess of $10 Million. Although these households represent a very small portion of the total households in Canada (<1%), we...
High Impact Philanthropy You Can Experience
OVERVIEW: Philanthropy – or the giving of one’s time and/or money to the betterment of human welfare and advancement – is a thriving and growing element of Canadian society. Given our experiences in the Canadian wealth management...
One-Trick Product Ponies
THE EVOLUTION OF WEALTH MANAGEMENT CHOICE: Over the past twenty-five years, the proliferation of wealth management product has been unprecedented especially across both the investment management and life insurance segments. The benefit for the end...
