HighView Blog

Responsible Investing and Alignment with the Sustainable Development Goals (SDGs)

By Loren Francis on May 7th, 2019

How does a company go bankrupt because of a forest fire? How does an investment grade company fall to junk status in a week? Just ask Pacific Gas & Electric (PG&E) how 2018 stacked up for them. What can we learn from this to be able to ask...

Starting with the Right Portfolio Design Matters

By Adam Laird on May 1st, 2019

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 for...

Understanding the Importance of Integrated Wealth Management

By Adam Laird on April 3rd, 2019

Affluent families often find themselves seeking and needing guidance from a network of professional advisors—accountants, lawyers, and others. With advice coming from a variety of sources, how do you make sure it’s being put to use in ways that...

3 Types of Portfolio Reviews and Why They Matter

By Adam Laird on February 25th, 2019

Building and maintaining wealth is a journey. You start by taking the time to understand your needs and goals, and develop a plan and a portfolio that will help you realize them. But how do you make sure you stay on track? Ongoing reviews are key to...

Has Market Volatility Increased?

By Greg Rodger on January 7th, 2019

The final month of 2018 brought some wild swings to global equity markets, leading to headlines such as “Markets plunge with Dow posting worst Christmas Eve session on record”, followed one (trading) day later by “Dow soars more than 1,050...

Happy Holidays from HighView Financial Group

By Adam Laird on December 17th, 2018

This Holiday season, we want to thank our clients and their other professional advisors for their continued support of HighView Financial Group over the past year. At HighView, we believe in the importance of family and of philanthropic giving. In...

Why Portfolio Monitoring Creates Sustainable Wealth

By Adam Laird on November 28th, 2018

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...

Cannabis Stocks: Worth the Hype or Likely to Send Your Wealth Up in Smoke?

By Dan Hallett on October 23rd, 2018

I can’t recall the last time I discussed investments without “pot stocks” entering the conversation – whether at the gym, at lunch, and at the barber (not sure if he’s wealthy or not). The infatuation doesn’t match the insanity of the...

Ontario Government’s Opposition to Client-Friendly Proposals Leaves Many Questions

By Dan Hallett on October 2nd, 2018

Ontario’s Minister of Finance Vic Fedeli recently issued a statement stating that his government does not support the Canadian Securities Administrators’ (CSA) proposals published on June 21, 2018. The proposals recommend – in a nutshell –...

HighView Family Story: Transition from Self-Managing the Family’s Wealth to Ensure Financial Peace of Mind

By Loren Francis on September 26th, 2018

This family story is the third of a series in which we discuss some of the common investment challenges families face and what ultimately led them to HighView. Here, we explore what can happen when one member of an affluent family assumes...

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