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...
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...
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...
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...
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...
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...
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”....
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...
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...
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...