What is Strategic Philanthropy? For donors who wish to truly maximize the impact of their giving they should really think about developing a strategic plan rather than taking a random approach; or one that is simply dictated by the numerous requests...
What is Strategic Philanthropy? For donors who wish to truly maximize the impact of their giving they should really think about developing a strategic plan rather than taking a random approach; or one that is simply dictated by the numerous requests...
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. Today...
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...
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...
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...
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...
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...
“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”....
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...