Archive for the ‘Family Wealth Planning’ Category

Your wealth gives you and your family the freedom to pursue your goals; however, accumulating it requires diligence, focus, and patience. For this reason, it isn’t something investors want to do twice! The global marketplace is currently treading...

Affluent families often face a myriad of challenges that come with wealth, including: Wealth management Tax and estate planning Business succession issues Setting and funding philanthropic goals Finding the time to manage these activities themselves...

As seen in the July/August 2017 edition of Canadian MoneySaver magazine. Kelly Osbourne has it right when she says: “I guess I have friends around me but when you’re paying them, can they ever really be true friends?” Lawyers, accountants, and...

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...

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...

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...

This is my final blog in this series, wherein I will present a solution to the problems presented in the previous posts. I encourage you to read the entire series to get a full understanding of the challenges facing affluent families seeking wealth...

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...

In my previous post in this series, I discussed the trade-off high net worth families face between convenience and competency in seeking wealth management advice. Today’s article will delve into this subject to explore the top five potential costs...