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Utilizing Investment for Impact: Part 2

By Loren Francis on October 1st, 2019

It is no surprise that companies and their investors are increasingly recognizing the importance of sustainability. Hardly a day goes by without discussion in the mainstream and the financial media about the impact of sustainability issues.....

Utilizing Investment for Impact

By Loren Francis on July 18th, 2019

Whether saving for a rainy day or creating wealth for the benefit of the next generation, investing by its nature is about the future.  At HighView we take a goals-based investment approach, and as wealth architects, we look to design an investment....

Responsible Investing and Alignment with the Sustainable Development Goals (SDGs)

By Loren Francis on May 7th, 2019

How does a company go bankrupt because of a forest fire? How does an investment grade company fall to junk status in a week? Just ask Pacific Gas & Electric (PG&E) how 2018 stacked up for them. What can we learn from this to be able to ask....

HighView Family Story: Transition from Self-Managing the Family’s Wealth to Ensure Financial Peace of Mind

By Loren Francis on September 26th, 2018

This family story is the third of a series in which we discuss some of the common investment challenges families face and what ultimately led them to HighView. Here, we explore what can happen when one member of an affluent family assumes....

HighView’s Focus on ESG Integration and Social Impact Investing

By Loren Francis on August 15th, 2018

In 2017, HighView proudly became a member of the Responsible Investment Association (RIA). HighView believes there is a fiduciary duty to invest prudently without taking undue risk. Incorporating Environmental, Social and Governance (ESG) standards....

Artificial Intelligence: Embracing Disruptive Change for Business and Beyond

By Loren Francis on November 24th, 2017

HighView recently had two educational seminars, one in Oakville and one in Toronto, on the fascinating subject of Artificial Intelligence (AI). A Primer on Artificial Intelligence Human progress moves ever more quickly as time marches on. More....

Designing Investment Policy for ESG and Impact Investing

By Loren Francis on October 24th, 2017

 “We believe that considering material ESG factors as part of our investment decision-making process, with respect to both direct and indirect investments, along with other material investment factors is consistent with our fiduciary duty”.....

Thinking Client-First: Goals-based Investing

By Loren Francis on June 6th, 2017

We are wealth architects whose sole purpose is to provide our clients with peace of mind by making their wealth sustainable. Goals-based investing is at the core of our investment philosophy, but historically this has not been the case for the....

HighView Financial Group Joins the Responsible Investment Association

By Loren Francis on May 29th, 2017

The Responsible Investment Association (“RIA”) and HighView Financial Group announced today that HighView has joined the RIA as an Associate Member. “We are very pleased to welcome HighView Financial Group as an Associate Member of the....

Making an Impact: Aligning Values with Investment

By Loren Francis on November 25th, 2016

“We will be known forever by the tracks we leave.” – Dakota Proverb On September 25th 2015, the United Nations (UN) with countries around the world adopted a set of goals to end poverty, protect the planet, and ensure prosperity for....

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