Archive for the ‘Family Wealth Planning’ Category

At HighView Financial Group, we are very open in stating that we are a fiduciary of the client assets that we manage.  As the concept of “fiduciary” is being discussed more in the media, we believed it was important to address this...

Recently, my partner, Chris Page, attended a global investment conference held in Ottawa, and had a chance to speak with quite a number of Defined Benefit Pension Sponsors. Without fail, the topic discussed the most was pension solvency. Not one...

It has been our experience, over many decades of dealing with families of significant means, that they all have their individual levels of complexity which have evolved over the families’ evolutionary lifecycles. These complex structures are...

At HighView Financial Group, we know that the accumulation of wealth requires patience, perseverance and hard work. It goes without saying that those who are successful in creating such wealth do not want to have to create it twice!  This view...

Our core expertise at HighView Financial Group is asset management.  When managing client wealth, though, the reality is that investments are not the most important aspect of managing this wealth.  Specifically, in the management of wealth –...

In the 2010 Edition of the World Wealth Report, it was highlighted that, given the negative impact of the recent Global Financial Crisis on the value of client portfolios, that affluent and high net worth investors are now seeking investment...

“The first step to providing good advice is understanding clients’ complete financial situations.” VIP Forum, Corporate Executive Board In the management of wealth – whether it’s for family or institutional clients such as pensions,...

Today, we had the opportunity to meet for an update with one of our investment managers: Dixon Mitchell.  This Vancouver-based investment manager operates our Total Canadian Equity Mandate for our affluent families & institutional clients....

My article in this morning’s Globe & Mail offers tips to help investors retain more of the performance available to them.  As I jotted down the first tip – write down your investment goals – I found myself writing down...