HighView Blog

What the Wealth Management Industry Can Learn from Entrepreneurs

By Mark Barnicutt on October 13th, 2015

As prosperous entrepreneurs know, successful businesses rely on cash flow; revenues must exceed expenses to result in cash profit. In order to generate positive cash flow, businesses need to effectively leverage their current assets and resources....

Using Wealth Wisely: Control the Things You Can Control

By Warren Mackenzie on September 30th, 2015

As seen in the September 2015 edition of Canadian MoneySaver magazine. Investors can enjoy above-average performance over the long-term by focusing on the things they can control or predict, by being patient, and by keeping things simple. Many...

Mystery Shoppers Reveal Challenges of Comparing Investment Advisor Fees in Ontario

By Mark Barnicutt on September 25th, 2015

A recent article in Investment Executive highlights the results of a mystery shopping exercise wherein investment advisors were secretly evaluated by three securities regulators (OSC, IIROC, and MFDA) in 2014. Unfortunately, the results are in line...

Management Expense Ratio: True Disclosure from CRM Phase 2

By Adam Laird on September 11th, 2015

On July 15th, 2016, CRM Phase 2 will come into effect. Investment advisors and firms will be required to disclose annual reports of charges, compensation and performance. This is a positive change for investors, who are too often left in the dark by...

6 Considerations for Affluent Families Forming a Family Foundation

By Mark Barnicutt on August 28th, 2015

Many high net worth families we have worked with are grateful for the people in their lives and the opportunities they’ve been given; along with their hard work and persistence, these people and opportunities have helped shape their lives and...

Canada Is Not Alone in Demanding Investing Transparency: Comparable CRM Global Regulations

By Adam Laird on August 21st, 2015

On July 15th, 2016, CRM Phase 2 will come into effect. Investment advisors and firms will be required to disclose annual reports of charges, compensation and performance. This is a positive change for investors, who are too often left in the dark by...

Getting Value from the Investment Management Fees You Pay

By Warren Mackenzie on August 11th, 2015

A question more and more investors are asking is: “Am I getting value for the fees that I pay my investment advisor?” This is a great question, which first needs to be qualified before it can be answered. Do you actually know what your total...

Regulatory Changes Driving Changes in Custodial Preferences for Affluent Families and Institutions

By Mark Barnicutt on August 6th, 2015

In our previous article, ‘Keeping Investor Assets Safe: The Custodians Role’, we outlined the importance of having an independent custodian take safekeeping of clients’ investable assets where their portfolios are being managed by...

Get the Truth about Costs: Top 5 Questions for Investors to Ask Investment Advisors

By Mark Barnicutt on July 29th, 2015

When you are choosing an investment counsellor to manage your ongoing investments, it can be challenging to get a full picture of the costs involved. Of course, there is a fee associated with any investment firm – but what about all those other...

Investors Need More Meaningful Risk Measures

By Dan Hallett on July 22nd, 2015

The measurement and communication of risk for investment funds is high on securities regulators’ radar. They continue to review this important issue and we’re awaiting their final decision. It’s striking how many years have passed, yet the...

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