HighView Blog

This is my final blog in this series, wherein I will present a solution to the problems presented in the previous posts. I encourage you to read the entire series to get a full understanding of the challenges facing affluent families seeking wealth...

HighView is pleased to announce that Stewardship Counsellor and Principal Loren Francis has now been appointed to our Portfolio Strategy Committee. The HighView Portfolio Strategy Committee leads the way to ensure we make the right investment...

As HighView believes in education and transparency, we feel it is important that investors understand how they are invested. Today’s topic is: Understanding Pool Funds. So let’s review. Watch this video or read below for a better understanding...

At last, the year 2017 marks a great step forward for our country with regards to transparency and disclosure in the financial services industry. The long anticipated regulation, that will impact Canadian investors, will be on display in many...

“Fund Facts” is a 2 to 4 page regulatory summary document designed to inform investors on a mutual fund’s salient features. A version for exchange-traded funds – i.e. ETF Facts – will be required starting next September. One of the most...

As the holiday season approaches, we want to thank our clients and their other professionals for their continued support of HighView Financial Group over the past year. 2016 was not only the 11th anniversary of HighView, but also a year of ongoing...

Fee Disclosure Should Just be the Start Canadian securities regulators are currently forcing fee transparency for client accounts in the investment industry. This change is known as CRM2 (Client Relationship Model, Phase 2). HighView Financial Group...

“We will be known forever by the tracks we leave.” – Dakota Proverb On September 25th 2015, the United Nations (UN) with countries around the world adopted a set of goals to end poverty, protect the planet, and ensure prosperity for all as...

Robo-advisors offer investment advice through websites and mobile applications. In the U.S. this segment – which was born after the Financial Crisis – manages tens of billions of dollars for clients. American robo-advisors can provide investment...