Author Archive

The Historical Focus: Over the past three decades, institutional investors – such as group retirement plans, foundations & endowments – have gradually been lured into the erroneous belief perpetuated by the global wealth management...

We are pleased to announce that Beat Guldimann has joined HighView Financial Group’s Business Advisory Board.  To read the announcement, please click...

Please click here to read an interim quarter update by HighView Financial Group which provides an overiew of the current volatilty that is happening almost daily in the global capital...

The global debt crisis, particularly for governments in Europe & the United States, has created an environment of uncertainty that has led to a period of extreme capital markets volatility around the world. At HighView Financial Group, our view...

Charles Ellis recently wrote an article in the August 2011 Issue of the Financial Analysts Journal titled, “The Winner’s Game“. In this article, Ellis does a great job of outlining the key issues that face the global investment...

Last night, I had an opportunity, along with some of my business partners, to watch an advanced Canadian screening of the documentary, ‘Chasing Madoff’. I’ll disclose upfront that I know personally one of the...

By Mark Barnicutt, MBA, FCSI, CFA OVERVIEW The recent market volatilities have served as a strong reminder that investing in a globally, intertwined economy of sovereign debt issues is distinctly different than the twenty-five year period prior to...

So much effort in the wealth management industry is placed on helping families plan for sufficient investment assets during their retirement years – which is important but it’s not the whole story — as often times, the...

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%),...

To ensure a client’s investment portfolio continues to meet the objectives for which it was designed, HighView believes in regular reviews, typically quarterly, of three components: Goals Review, Portfolio Review & Policy Review. 1. Goals...