Archive for the ‘HighView’ Category

Join Us for the “Choose Your Alternative Wisely” Seminar in Toronto on March 2!

By Mark Barnicutt on January 31st, 2017

  The creation of a portfolio that stands the test of time and provides for sustainable results within acceptable risk parameters is a function of its adaptability to adjust to secular changes. Gary Brent At HighView, we have....

Join Us for Warren MacKenzie’s Session at The MoneyShow Toronto!

By Adam Laird on August 30th, 2016

We are pleased to announce that Warren MacKenzie, Stewardship Counsellor at HighView, will be presenting a session at the upcoming MoneyShow Toronto! Warren’s Session: Practical Advice for Long-term Investing Focusing on practical advice for....

What the 2016 Federal Budget Means for High Net Worth Canadians [Video]

By Adam Laird on March 25th, 2016

On Tuesday March 22nd, the Federal government released its much-anticipated 2016 Federal Budget. On the heels of a Justin Trudeau and Liberal government victory, high net worth Canadians have been wondering how this government’s budget and future....

Welcoming Adam Laird to the HighView Team!

By Mark Barnicutt on May 27th, 2015

We’re very pleased to announce that Adam Laird has joined HighView Financial Group as a Stewardship Counsellor. In this role, Adam will be focused on advising high net worth families about wealth management. Adam has a proven background in....

Focus on meeting your goals not on investment debates

By Dan Hallett on May 4th, 2015

ETFs vs. mutual funds.  Indexing vs. active management.  Industry professionals and investors alike have staked their respective turfs on each of these issues with a level of passion usually reserved for religious or political debates.  Yet....

How to Build Sustainable Family Wealth for Future Generations (and Why It’s So Difficult to Do)

By Mark Barnicutt on April 10th, 2015

You’ve worked hard to get where you are. You’ve built your wealth over time and now you want to ensure it will last for future generations. You already know how difficult creating wealth is, but you may just be realizing that preserving....

Some Advisors Behaving Badly with CRM2 on the Horizon

By Dan Hallett on March 16th, 2015

After mid-July 2016, CRM2 will require investment dealers to report personalized performance, charges and commissions annually to each client.  To their credit, many dealers are now providing performance reports. But two disturbing trends are....

HighView Strategic Capital Partner: Radar Capital Inc.

By Mark Barnicutt on January 9th, 2015

January 5th, 2015 HighView Financial Group (“HighView”) is pleased to announce that investment funds managed by Radar Capital Inc. (“Radar”) have recently completed their capital investment in HighView. Gary Brent, Chairman, Chief....

Beware of aggressive investment product marketing

By Dan Hallett on August 18th, 2014

Aggressive marketing of investment products is nothing new.  Throughout my career I have expended plenty of energy pointing out what I believe to be misleading or overly aggressive marketing initiatives and advertisements.  More than four years....

Market-linked GIC looks good on surface but fails scrutiny

By Dan Hallett on August 8th, 2014

A prospective client recently brought an index-linked guaranteed investment certificate (GIC) to our attention - an investment that he found very attractive.  He asked for our thoughts on this product.  This GIC that pays interest linked to the....

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