Archive for the ‘Family Wealth Planning’ Category

Liability driven investing (LDI) differs from a traditional policy portfolio approach in that an actual liability stream of an organization serves as the benchmark instead of a simple return target or a proxy based on market indices. Under an LDI...

In Tuesday’s Globe & Mail, I shared a couple of suggestions that investors should consider for their RRSPs.  My suggestions covered two themes you’d have read here over the past several months.  One is that bonds remain a vital,...

In meetings with prospective clients, I frequently get the question: “Where’s the best place to invest?” Given that the investment management industry is so “product” and “return” focused, I think investors...

The group retirement plan landscape internationally is dominated by trustee arrangements. In these arrangements, a trustee is appointed to bear the responsibility of ensuring the safety of the assets entrusted to this legal entity. Normally, in...

Investment Executive today reported that the North American Securities Administrators Association recently unveiled its U.S. legislative agenda, which was highlighed by a call to impose a fiduciary duty on everyone providing investment advice. The...

In a much-anticipated report, the SEC (Securities & Exchange Commission) in the United States late Friday night recommended to Congress that broker-dealers be subject to the same fiduciary standard that applies to investment advisers. This issue...

HighView Financial Group, as a firm, has always held the view that the greatest value provided by quality Investment Advisors to their clients is the stewardship of their wealth.  In other words, the accumulation of wealth requires patience,...

Overview: The past few years in the asset management business have been very interesting.  Compared to much of the 1990s and first 1/2 decade of the 21st century, investors of all types are now very sensitive to the various global economic risks...

Paul Rainford (Vice President & Director, HighView Financial Group) has spent over three decades designing retirement plans for plan sponsors. It the video below, Paul provides an overview of the features and benefits of “Trusteed...

With the capital markets volatility of the past few years, and the increased risk aversion of investors, we’re frequently asked how HighView Financial Group rebalances client portfolios.  The purpose of this article is to highlight our...