Archive for the ‘Portfolio Management’ Category

At HighView Financial Group, we are very open in stating that we are a fiduciary of the client assets that we manage.  As the concept of “fiduciary” is being discussed more in the media, we believed it was important to address this concept. We...

The Challenges Facing Investors: At HighView Financial Group, we believe that investors are faced with ever-increasing complexities in the management of their assets. As a result, we are witnessing many investors on a mission to find a framework...

I firmly believe that the accumulation of wealth for most people is primarily driven by the need for comfort, independence and their desire to pursue their goals and aspirations.   This applies equally to both family and institutional wealth such...

Unfortunately, most of the global investment industry is centred on “benchmark risk” or whether or not a manager “beats the market”.  Instead, at HighView Financial Group, we believe that wealth managers should focus on “goals-based...

With the consolidation in the global financial services industry over the past few decades, it’s becoming increasingly challenging for investors to ascertain if the investment solutions that are recommended for their portfolios are truly...

It’s An Investment Product World: Investors are so used to hearing investment professionals talk about the merits of their favourite investment opportunities whether it be gold, oil & gas, real estate, bonds, bank stocks, technology...

HighView Financial Group has recently published our capital markets commentary for Winter/Spring 2011: HighView Compass. To read this report, please click...

It is likely difficult for any of us to truly comprehend the toll that the recent tragic events in Japan have taken on its people. Our thoughts and prayers are with them. While in some ways it feels trivial and disrespectful to comment on the...

Despite having spent most of my career designing & overseeing portfolios for various types of clients, I continue to be shocked as to how much time & energy is expended in the institutional asset management world (ie: group retirement...

At HighView Financial Group, we believe that while the attainment of wealth provides investors with freedom, the accumulation of wealth requires patience, perseverance and hard work.  Because of this, investors don’t want to create their wealth...