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Join Us for the “Choose Your Alternative Wisely” Seminar in Toronto on March 2!
The creation of a portfolio that stands the test of time and provides for sustainable results within acceptable risk parameters is a function of its adaptability to adjust to secular changes. Gary Brent At HighView, we have recognized that...
True Portfolio Transparency: The Complete Unbundling of Service Providers and Their Fees
Fee Disclosure Should Just be the Start Canadian securities regulators are currently forcing fee transparency for client accounts in the investment industry. This change is known as CRM2 (Client Relationship Model, Phase 2). HighView Financial Group...
Join Us for Warren MacKenzie’s Session at The MoneyShow Toronto!
We are pleased to announce that Warren MacKenzie, Stewardship Counsellor at HighView, will be presenting a session at the upcoming MoneyShow Toronto! Warren’s Session: Practical Advice for Long-term Investing Focusing on practical advice for...
Beware of Advertisements for F-series Investment Funds
Marketing is a critical component of every business, and the investment industry is no different. But an industry trusted with the management of individuals’ life savings should be held to a higher standard. To an extent, it is. Regulators...
New Rules Will Affect the Taxation of Canadian Life Insurance Policies
It will be almost three years in the making but Bill C-43 effective January 2017 will update 1982 tax laws. One of the benefits of permanent life insurance is that the money, while inside a policy, grows exempt from taxes. To remain exempt from...
What the 2016 Federal Budget Means for High Net Worth Canadians [Video]
On Tuesday March 22nd, the Federal government released its much-anticipated 2016 Federal Budget. On the heels of a Justin Trudeau and Liberal government victory, high net worth Canadians have been wondering how this government’s budget and future...
![Debunking the Investment Industry: Is Your Investment Portfolio Structured for Relative or Absolute Benchmarking? [Video]](https://www.highviewfin.com/wp-content/uploads/2016/02/Is-Your-Investment-Portfolio-Structured-for-Relative-or-Absolute-Benchmarking-231x154.png "Debunking the Investment Industry: Is Your Investment Portfolio Structured for Relative or Absolute Benchmarking? [Video]")
Debunking the Investment Industry: Is Your Investment Portfolio Structured for Relative or Absolute Benchmarking? [Video]
It is our goal to debunk myths found within the investment industry. One of the most persistent myths perpetuated by investment managers is that investors’ portfolios’ performance should be measured compared to a relative, market-based...
Debunking Myths of the Investment Industry in Canada Video Series
As independent stewards of wealth for affluent Canadian families and foundations, it is our passion to inform and educate investors. To that end, we have created a new video series called “Debunking Myths of the Investment Industry in Canada”....
![HighView’s 8 Founding Principles for Wealth Management [Video]](https://www.highviewfin.com/wp-content/uploads/2016/01/Founding-Principles-231x154.jpg "HighView’s 8 Founding Principles for Wealth Management [Video]")
HighView’s 8 Founding Principles for Wealth Management [Video]
As 2016 begins, HighView enters its second decade of operation. At this critical moment in our firm’s history, we feel it’s important to reiterate our founding principles. Our work as an outsourced Chief Investment Officer for affluent Canadian...
Reduced Fund Payout Is Good But Beware of Unsavoury Sales Pitch
I recently wrote about how high-payout monthly income funds are being mis-sold to investors and how some fund companies had provided false and misleading information to at least one end investor. I always take notice of fund distribution cuts so a...
