Archive for the ‘Regulations and Industry Governance’ Category

Measurement of Investment Performance for Transparency and Consistency

By Greg Rodger on October 25th, 2023

It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....

Financial Planning Should Be Priority Before Investing

By Ian Calvert on September 13th, 2023

Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group. While many investment firms may eventually get the financial planning services once the assets have been secured, or simply don’t offer these...

Wealth Plans are Crucial for Prolonged Success of Affluent Families

By Ian Calvert on June 22nd, 2023

At HighView Financial Group, we believe that affluent Canadian families – whether they realize it or not – are actually operating a ‘wealth management business’. In other words, their investable asset base is of a sufficiently significant...

HighView’s Measuring of Investment Performance for Transparency and Regularity

By Greg Rodger on May 10th, 2023

It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....

7 Obstacles in Generating Continual Wealth

By Mark Barnicutt on March 23rd, 2023

Your wealth gives you and your family the freedom to pursue your goals; however, accumulating it requires diligence, focus, and patience. For this reason, it isn’t something investors want to do twice! The global marketplace is currently treading...

Make Wealth Planning The First Step

By Ian Calvert on November 9th, 2022

Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group. While many investment firms may eventually get the financial planning services once the assets have been secured, or simply don’t offer these...

The Obstacles in Creating Sustainable Wealth

By Mark Barnicutt on April 7th, 2022

Your wealth gives you and your family the freedom to pursue your goals; however, accumulating it requires diligence, focus, and patience. For this reason, it isn’t something investors want to do twice! The global marketplace is currently treading...

Planning First

By Ian Calvert on May 18th, 2021

Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group. While many investment firms may eventually get the financial planning services once the assets have been secured, or simply don’t offer these...

HighView’s Measurement of Investment Performance for Transparency and Consistency

By Greg Rodger on March 12th, 2021

It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....

Strategic Philanthropy: Many Paths to Choose Part 2: Philanthropic Ways to Give

By Loren Francis on November 12th, 2020

What is Strategic Philanthropy? For donors who wish to truly maximize the impact of their giving they should really think about developing a strategic plan rather than taking a random approach; or one that is simply dictated by the numerous requests...

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