Archive for the ‘Family Wealth Planning’ Category

An Investment Fiduciary – The Integrity of Your Portfolio

By Mark Barnicutt on January 24th, 2024

As the concept of fiduciary is being discussed more in the media and among Canadian securities regulators, we believe it is important to address this concept as it’s all about putting the investor-client interests first! We view...

Ensuring Financial Peace of Mind: A HighView Family Story

By Loren Francis on January 17th, 2024

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...

Generating Sustainable Wealth through Portfolio Monitoring

By Adam Laird on November 30th, 2023

Regardless of how you acquired your wealth, there’s one thing all investors have in common—a desire to make sure their wealth will be sustainable and able to meet their needs over time. But what if your needs change? What if the initial...

Lessening Volatility to Build Sustained Family Wealth

By Adam Laird on November 14th, 2023

For families who have built their wealth over a lifetime or have experienced a liquidity event such as the sale of a business after decades of hard work, the prospect of being held hostage to the whims of the market can be frightening. The reality...

Goals-based Investing: A Client-First Approach

By Loren Francis on September 13th, 2023

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...

Financial Planning Should Be Priority Before Investing

By Ian Calvert on September 13th, 2023

Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group. While many investment firms may eventually get the financial planning services once the assets have been secured, or simply don’t offer these...

Comprehensive Portfolio Design Makes the Difference

By Adam Laird on August 30th, 2023

In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety of options in front of you with sizes, amenities, and styles. The role of the architect is to design something that will be the right fit...

Sustainable Wealth and the Importance of Portfolio Monitoring

By Adam Laird on August 9th, 2023

Regardless of how you acquired your wealth, there’s one thing all investors have in common—a desire to make sure their wealth will be sustainable and able to meet their needs over time. But what if your needs change? What if the initial...

Wealth Stewardship – 101

By Mark Barnicutt on July 19th, 2023

Prudent Principles to Live By “Looking back, it feels like we made endless sacrifices for 30 years to create our wealth, and now we worry about preserving what we’ve built for ourselves, our children & our grandchildren.” Family Client of...

Wealth Plans are Crucial for Prolonged Success of Affluent Families

By Ian Calvert on June 22nd, 2023

At HighView Financial Group, we believe that affluent Canadian families – whether they realize it or not – are actually operating a ‘wealth management business’. In other words, their investable asset base is of a sufficiently significant...

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