Join Us for the “Choose Your Alternative Wisely” Seminar in Toronto on March 2!

 

The creation of a portfolio that stands the test of time and provides for sustainable results within acceptable risk parameters is a function of its adaptability to adjust to secular changes.

  • Gary Brent

At HighView, we have recognized that changing market fundamentals require solutions that promote less volatility and provide a constant stream of cash flow and certainty for our families and foundations. However, it is crucial to act with care when adopting new strategies in any investment portfolio.

Please join us as we present this informative seminar on an asset class that is becoming more pertinent for high-net worth clients.

The presentation will focus on the following topics:

  • Changing market fundamentals that demand new strategies
  • Our extensive due diligence process
  • Our current strategies
  • Possible future strategies
  • Alternative strategies to avoid
  • Q&A with our presenters

Seminar Details

Date: March 2nd, 2017
Time: 7:30 PM
Location: Catherine Swift Conference Room (HighView North York Location) Main Floor, 4141 Yonge St. Suite 307, Toronto, Ontario.

The seminar will be hosted by our own Gary Brent and Greg Rodger.


Click here to register for this upcoming seminar. We hope to see you there!

You may also be interested in:

HighView Financial

Recent Posts

Sustainable Wealth Achieved Through Portfolio Monitoring

Regardless of how you acquired your wealth, there’s one thing all investors have in common—a…

4 months ago

Aligning A Portfolio With Your Goals

An architect wouldn’t design a custom home for a family without first asking many questions…

5 months ago

The First Step is Wealth Planning: Here’s Why

Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group.…

5 months ago

Family Home Downsize? Remember these 5 Crucial Steps [Video]

A “fixed asset” is a long-term tangible asset that is not expected to be consumed…

5 months ago

Wealth Planning is a Living Document: Changing as Life Does

One of the core principles at HighView is to understand the purpose of the portfolio.…

5 months ago