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Self-Inflicted Problems: Mutual Fund Industry Has Fought Investor-Friendly Reforms

By Dan Hallett on July 21st, 2016

As seen in the May 2016 edition of Investment Executive. Recently published research on mutual fund commissions’ influence on fund flows led by Douglas Cumming, finance professor at the Schulich School of Business at York University in Toronto...

Beware of Advertisements for F-series Investment Funds

By Dan Hallett on May 27th, 2016

Marketing is a critical component of every business, and the investment industry is no different.  But an industry trusted with the management of individuals’ life savings should be held to a higher standard. To an extent, it is.  Regulators...

Challenges Facing Foundations Seeking Effective Asset Management (And the Solution!)

By HighView Financial on April 26th, 2016

The Challenges for Foundation Boards The globalization of capital markets has caused a significant increase in both the variety and complexity of available investment opportunities. Examples of investment options now available include: Bonds Stocks...

Does Hoarding Cash Protect Investors from the Bear?

By Dan Hallett on March 31st, 2016

Over the past several years, I met many investors who pulled money out of the market prior to the 2007-09 Financial Crisis. Their reasons for pulling out sounded logical.  Their profits were big while the market was low.  But these investors and...

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...

Debunking the Investment Industry: Is Your Investment Portfolio Structured for Relative or Absolute Benchmarking? [Video]

By Adam Laird on February 4th, 2016

It is our goal to debunk myths found within the investment industry. One of the most persistent myths perpetuated by investment managers is that investors’ portfolios’ performance should be measured compared to a relative, market-based...

Debunking Myths of the Investment Industry in Canada Video Series

By Adam Laird on February 2nd, 2016

As independent stewards of wealth for affluent Canadian families and foundations, it is our passion to inform and educate investors. To that end, we have created a new video series called “Debunking Myths of the Investment Industry in Canada”....

How To Be Both Rich And Happy!

By Warren Mackenzie on January 12th, 2016

As seen in the November 2015 edition of Canadian MoneySaver magazine. You can be both rich and happy, but (1) you need to understand that an investment portfolio is simply a tool or a utility to achieve your goals, (2) you need performance...

HighView’s 8 Founding Principles for Wealth Management [Video]

By Adam Laird on January 8th, 2016

As 2016 begins, HighView enters its second decade of operation. At this critical moment in our firm’s history, we feel it’s important to reiterate our founding principles. Our work as an outsourced Chief Investment Officer for affluent Canadian...

Reduced Fund Payout Is Good But Beware of Unsavoury Sales Pitch

By Dan Hallett on December 16th, 2015

I recently wrote about how high-payout monthly income funds are being mis-sold to investors and how some fund companies had provided false and misleading information to at least one end investor.  I always take notice of fund distribution cuts so a...