Archive for the ‘Family Wealth Planning’ Category

OVERVIEW The market volatilities of the past year have served as a strong reminder that investing in a globally, intertwined economy is not without risk; risk that can be managed if portfolios are structured prudently, but still risk. For affluent...

Challenges for Family Wealth 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...

You’ve worked hard to get where you are. You’ve built your wealth over time and now you want to ensure it will last for future generations. You already know how difficult creating wealth is, but you may just be realizing that preserving it comes...

A prospective client recently met with me as he wanted to change his Investment Advisor. When I asked about the reason(s) why, he simply stated “performance“.  When I then asked if his Investment Advisor had not measured-up against his...

OVERVIEW For affluent family investors who have accumulated hard-earned capital or investment fiduciaries who are responsible for the stewardship of capital for the benefits of others, such as foundations, I believe that investing should be...

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...

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...

My HighView partners and I spent quite a bit of time discussing and studying the issue of portfolio rebalancing a decade ago – prior to formally launching the firm and taking on our first client. While it’s not the sexiest of investment topics,...

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...