In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety of options in front of you with sizes, amenities, and styles. The role of the architect is to design something that will be the right fit...
Regardless of how you acquired your wealth, there’s one thing all investors have in common—a desire to make sure their wealth will be sustainable and able to meet their needs over time. But what if your needs change? What if the initial...
In today’s fast-paced financial markets, the allure of quick gains and overnight successes can be enticing, but it is crucial to remember that investing is a long-term journey, not a short-lived sprint. As an investment professional,...
Prudent Principles to Live By “Looking back, it feels like we made endless sacrifices for 30 years to create our wealth, and now we worry about preserving what we’ve built for ourselves, our children & our grandchildren.” Family Client of...
At HighView Financial Group, we believe that affluent Canadian families – whether they realize it or not – are actually operating a ‘wealth management business’. In other words, their investable asset base is of a sufficiently significant...
It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....
There are few investments that investors love more than those that spin out regular cash payments. One such strategy – Covered Call Writing – is attracting a lot of attention and investor dollars. Many investors view this strategy as generating...
Your wealth gives you and your family the freedom to pursue your goals; however, accumulating it requires diligence, focus, and patience. For this reason, it isn’t something investors want to do twice! The global marketplace is currently treading...
In 2016, the Philadelphia Federal Reserve published a paper of its study of the bankruptcy filings of individuals living in close proximity to the winners of large lottery jackpots. They found that when an individual wins the lottery, people in the...
A comprehensive financial plan, when done correctly, can be an extremely valuable document and planning tool for every Canadian family. Although financial plans can be delivered in many different formats, one aspect of the document that should be...