Archive for the ‘Portfolio Management’ Category

HighView Financial Group has recently published our quarterly capital markets commentary for Fall 2010: HighView Compass. To read this report, please click...

At HighView Financial Group, we know that the accumulation of wealth requires patience, perseverance and hard work. It goes without saying that those who are successful in creating such wealth do not want to have to create it twice!  This view...

Our core expertise at HighView Financial Group is asset management.  When managing client wealth, though, the reality is that investments are not the most important aspect of managing this wealth.  Specifically, in the management of wealth –...

In the 2010 Edition of the World Wealth Report, it was highlighted that, given the negative impact of the recent Global Financial Crisis on the value of client portfolios, that affluent and high net worth investors are now seeking investment...

“The first step to providing good advice is understanding clients’ complete financial situations.” VIP Forum, Corporate Executive Board In the management of wealth – whether it’s for family or institutional clients such as pensions,...

Today, we had the opportunity to meet for an update with one of our investment managers: Dixon Mitchell.  This Vancouver-based investment manager operates our Total Canadian Equity Mandate for our affluent families & institutional clients....

My article in this morning’s Globe & Mail offers tips to help investors retain more of the performance available to them.  As I jotted down the first tip – write down your investment goals – I found myself writing down...

 “My advice to investors (who cannot give full time to a study of investments) is to seek out some trusted investment counsellor. The emergence of this new profession of disinterested investment analysts, who have no allegiances and whose job...

This article is focused on the need for Investment Advisors to customize the “investment ride” — the portfolio value ups-and-downs — that investor clients take with them. Specifically, so much of the global wealth management...