Archive for the ‘HighView’ Category

Responsible Investing and Alignment with the Sustainable Development Goals (SDGs)

By Loren Francis on May 7th, 2019

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....

Understanding Your Family Office Options

By Mark Barnicutt on January 23rd, 2018

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....

Happy Holidays to Our Valued Clients and Their Families

By Mark Barnicutt on December 17th, 2017

As the holiday season approaches, we want to thank our clients and their other professionals for their continued support of HighView Financial Group over the past year. 2017 was not only the 12th anniversary of HighView, but also a year of....

Artificial Intelligence: Embracing Disruptive Change for Business and Beyond

By Loren Francis on November 24th, 2017

HighView recently had two educational seminars, one in Oakville and one in Toronto, on the fascinating subject of Artificial Intelligence (AI). A Primer on Artificial Intelligence Human progress moves ever more quickly as time marches on. More....

Designing Investment Policy for ESG and Impact Investing

By Loren Francis on October 24th, 2017

 “We believe that considering material ESG factors as part of our investment decision-making process, with respect to both direct and indirect investments, along with other material investment factors is consistent with our fiduciary duty”.....

The Investment Industry Owes Its Clients Better Treatment

By Dan Hallett on July 28th, 2017

The Canadian Securities Administrators launched a lengthy consultation period in January on their proposal to eliminate embedded commissions – i.e. commissions paid to those selling investment products that are built into the product’s price or....

Firing Your Underperforming Money Manager

By Dan Hallett on July 5th, 2017

Over the past two decades, investors have had seemingly little patience for an underperforming investment or money manager. Investors tend to dump the laggard for "something that's doing better". But an understanding of market cycles and a review of....

Thinking Client-First: Goals-based Investing

By Loren Francis on June 6th, 2017

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....

HighView Financial Group Joins the Responsible Investment Association

By Loren Francis on May 29th, 2017

The Responsible Investment Association (“RIA”) and HighView Financial Group announced today that HighView has joined the RIA as an Associate Member. “We are very pleased to welcome HighView Financial Group as an Associate Member of the....

Loren Francis Appointed to HighView Portfolio Strategy Committee

By Mark Barnicutt on February 10th, 2017

HighView is pleased to announce that Stewardship Counsellor and Principal Loren Francis has now been appointed to our Portfolio Strategy Committee. The HighView Portfolio Strategy Committee leads the way to ensure we make the right investment....

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