Archive for the ‘Competitive Intelligence’ Category

Understanding a True Fiduciary

By Mark Barnicutt on May 11th, 2021

“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...

Application of Impact Investing

By Loren Francis on May 5th, 2021

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...

Understanding the Real Costs: Important Questions to Ask your Investment Advisor

By Mark Barnicutt on March 19th, 2021

When you are choosing an investment counsellor to manage your ongoing investments, it can be challenging to get a full picture of the costs involved. Of course, there is a fee associated with any investment firm – but what about all those other...

Resolve to improve your financial and investment life in 2021

By Dan Hallett on January 8th, 2021

The rollercoaster that was 2020 has slipped into the rear view. So many of us are looking forward to a happier and healthier 2021 and beyond. The turn of the calendar is also a time of resolutions for many. Once the financial planning basics are...

Bank loan funds’ mislabeling masks increasing risks

By Dan Hallett on January 16th, 2020

Razor-thin interest rates have motivated investors to reach for extra returns for years. Accordingly, many investors have invested in investment funds holding bank loans – a.k.a. senior secured loans, leveraged loans, term loans, floating rate...

Cryptocurrency: A Tool for Speculation, Not Investment

By Dan Hallett on December 5th, 2019

I have often criticized the investment industry for pumping out products designed to sell, rather than build, wealth for investors, and have worked to raise investor awareness of how gimmicky products destroy wealth. The battle against such products...

Do Dividend-Paying Stocks Offer Bear Market Protection?

By Dan Hallett on September 12th, 2019

There is a lot to like about dividend-paying stocks. Dividends generally follow earnings, and are cold hard evidence of earnings’ existence. In Canada, this infatuation with dividend-payers is compounded by our love of bank and utility stocks, and...

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...

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...

Ontario Government’s Opposition to Client-Friendly Proposals Leaves Many Questions

By Dan Hallett on October 2nd, 2018

Ontario’s Minister of Finance Vic Fedeli recently issued a statement stating that his government does not support the Canadian Securities Administrators’ (CSA) proposals published on June 21, 2018. The proposals recommend – in a nutshell –...

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