HighView Blog

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...

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...

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...

What Is CRM Phase 2? On July 15th, 2016, investment advisors and firms will be required to disclose an annual report of charges, compensation and performance reports. A client with a portfolio of $1,000,000 will compensate the advisory parties...

Much has been written about newer investment advisory firms that dispense advice through user-friendly websites, called Robo-Advisors. This new breed of advisory firms offers many potential benefits but also faces many headwinds. Potential Benefits...

How is your investment manager benchmarking the success of your portfolio? This is a very important question, made all the more crucial because how your portfolio’s performance is judged – the benchmark against which it is being measured – can...

On July 15th, 2016 the Canadian financial advisory community will undergo a drastic change – a change that will shape its revenue model forever. This transformation will be a result of the implementation of the Client Relationship Model (Phase...

As seen in the May 2015 edition of Canadian MoneySaver magazine. You may have heard the story of the elderly gentleman on his deathbed looking back over his life. He’d spent about 80% of a large inheritance on liquor, women and the racetrack, but...

We’re very pleased to announce that Adam Laird has joined HighView Financial Group as a Stewardship Counsellor. In this role, Adam will be focused on advising high net worth families about wealth management. Adam has a proven background in serving...