HighView Blog

Integrated Wealth Management Advice for Affluent Canadian Families: Part 2 – Are the Needs of High Net Worth Clients Met?

By Mark Barnicutt on June 9th, 2016

In part 1 of this series, I explored a brief history of wealth advice integration in Canada, up to the present day when large organizations continue to increase their dominance in the family wealth management industry. So, we know that this advice...

Beware of Advertisements for F-series Investment Funds

By Dan Hallett on May 27th, 2016

Marketing is a critical component of every business, and the investment industry is no different.  But an industry trusted with the management of individuals’ life savings should be held to a higher standard. To an extent, it is.  Regulators...

New Rules Will Affect the Taxation of Canadian Life Insurance Policies

By Tim Haunn on May 13th, 2016

It will be almost three years in the making but Bill C-43 effective January 2017 will update 1982 tax laws. One of the benefits of permanent life insurance is that the money, while inside a policy, grows exempt from taxes. To remain exempt from...

Challenges Facing Foundations Seeking Effective Asset Management (And the Solution!)

By Mark Barnicutt on April 26th, 2016

The Challenges for Foundation Boards The globalization of capital markets has caused a significant increase in both the variety and complexity of available investment opportunities. Examples of investment options now available include: Bonds Stocks...

5 Important Steps for Downsizing Your Family Home [Video]

By Adam Laird on April 8th, 2016

A “fixed asset” is a long-term tangible asset that is not expected to be consumed or converted into cash any sooner than at least one year’s time. In Canada, a “family home” is considered a fixed asset. When downsizing their homes, many...

Does Hoarding Cash Protect Investors from the Bear?

By Dan Hallett on March 31st, 2016

Over the past several years, I met many investors who pulled money out of the market prior to the 2007-09 Financial Crisis. Their reasons for pulling out sounded logical.  Their profits were big while the market was low.  But these investors and...

What the 2016 Federal Budget Means for High Net Worth Canadians [Video]

By Adam Laird on March 25th, 2016

On Tuesday March 22nd, the Federal government released its much-anticipated 2016 Federal Budget. On the heels of a Justin Trudeau and Liberal government victory, high net worth Canadians have been wondering how this government’s budget and future...

Integrated Wealth Management Advice for Affluent Canadian Families: Part 1 – A Brief History

By Mark Barnicutt on March 22nd, 2016

The combination of Canadian aging demographics and rising affluence for certain wealth segments is causing the delivery of integrated wealth management advice – across financial disciplines – to quickly become a major concern for investors, and...

What Does “Family Wealth Stewardship” Mean?

By Mark Barnicutt on March 8th, 2016

We often talk about providing “family wealth stewardship” for our clients – so what do we mean by that? At HighView, the word “stewardship” refers to how we oversee and govern the management of client wealth: as an investment fiduciary in...

Mitigating Investment Portfolio Volatility

By Gary Brent on February 26th, 2016

The simple fact is that global markets are volatile. While this is always true, it is particularly pertinent presently, in the aftermath of the 2008-2009 global financial crisis when investors saw serious declines in their portfolios and the...

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