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How to Achieve A Successful Transition of Family Wealth

By Mark Barnicutt on September 27th, 2019

Family Wealth Challenges The creation of family wealth takes years of dedication, sacrifice, and hard work. Because of this, no family wants to be in a position where they need to create their wealth twice. Instead, they are desperately seeking the....

21 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR

By Mark Barnicutt on June 28th, 2019

When families have built wealth over years or decades, and in particular when that wealth was largely due to an event such as the sale of a business, their attention quickly turns to getting peace of mind knowing that their wealth is protected. This....

The 5 Elements That Determine Whether a Financial Advisor Is a True Fiduciary (According to Canadian Courts)

By Mark Barnicutt on September 18th, 2018

“In a client’s best interests” is a phrase heard often in the financial industry. While many investment advisors simply talk about this concept, fiduciary financial advisors have a moral and ethical duty to live up to it. So what makes a....

HighView Family Story: Retirement Plans Uncover Unclear Fee Disclosure by Investment Advisor

By Mark Barnicutt on August 3rd, 2018

This family story is the second 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 the topic of fee transparency. Although recent regulatory changes....

The Client Dangers of Proprietary Investment Product Overload

By Mark Barnicutt on March 28th, 2018

Absolute Objectivity Is Key When Advising Clients One of the Founding Principles of HighView Financial Group is ‘objectivity’, which from a portfolio construction perspective means that we don’t believe that advisors should be conflicted in....

7 Common Hurdles in Creating Sustainable Wealth

By Mark Barnicutt on February 28th, 2018

Your wealth gives you and your family the freedom to pursue your goals; however, accumulating it requires diligence, focus, and patience. For this reason, it isn’t something investors want to do twice! The global marketplace is currently....

Understanding Your Family Office Options

By Mark Barnicutt on January 23rd, 2018

Affluent families often face a myriad of challenges that come with wealth, including: Wealth management Tax and estate planning Business succession issues Setting and funding philanthropic goals Finding the time to manage these....

Happy Holidays to Our Valued Clients and Their Families

By Mark Barnicutt on December 17th, 2017

As the holiday season approaches, we want to thank our clients and their other professionals for their continued support of HighView Financial Group over the past year. 2017 was not only the 12th anniversary of HighView, but also a year of....

Why Do I Need an Investment “Fiduciary”?

By Mark Barnicutt on October 17th, 2017

A true investment fiduciary is all about putting the client’s interests first. Too many investment advisors only pay lip service to the idea of “putting the investor first”; a true fiduciary has a legal and ethical responsibility to live....

Dan Hallett of HighView to Be a Panelist in OSC Roundtable on Discontinuing Embedded Commissions

By Mark Barnicutt on August 24th, 2017

On September 18, 2017, Dan Hallett, Vice-President and Principal of HighView, will be participating in a roundtable discussion of Canadian Securities Administrators (CSA) Consultation Paper 81-408 Consultation on the Option of Discontinuing Embedded....

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