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”....
Dear “do-it-yourselfers”: We all have our own definition of “expensive.” In my role as a Stewardship Counsellor, I have the opportunity to learn what expensive means to investors – and their definition is usually as unique as the investor...
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...
As the year 2015 marked the 10th anniversary of HighView, the past few days have been a time for us to pause and reflect. First, we’re very grateful for our clients, and the opportunity we’ve been provided over the past decade to service their...
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...
Like any profession, there are competent advisors and not-so-competent advisors in the wealth management industry. Our experience is that there are always warning signs for clients that it’s time to change investment advisors. Here are seven signs...
In the world of investing, nothing turns my stomach more than when a member of the investment industry misleads investors and then directly benefits from said misinformation. Usually only subtle trickery is at play. And most often I have seen...
Many successful entrepreneurs who’ve worked hard to build their business from the ground up sell the business for a significant sum – which becomes liquid investment assets held within financial structures like holding companies and family...