HighView Blog

Compass – HighView Fall 2011 Portfolio Strategy Commentary

By Mark Barnicutt on December 1st, 2011

HighView Financial Group has recently published our quarterly portfolio strategy commentary for Fall 2011: HighView Compass. To read this report, please click...

Getting Back To Pension Plan Basics For Private Companies

By Mark Barnicutt on November 29th, 2011

Private Companies & Defined Benefit Pension Plans: The global financial challenges over the past several years have been a catalyst for the solvency issues facing so many defined benefit pension plans, not only in Canada but globally.  Although...

Are MFDA Advisors Missing Out On ETFs

By Mark Barnicutt on November 28th, 2011

Today, there is an article in Advisor.ca, which discusses the range of investment options available for MFDA Investment Advisors, with a focus on ETFs, in servicing their clients.  To read this article, click here. I was one of the wealth...

Don’t overlook the basics of hedge fund due diligence

By Dan Hallett on November 27th, 2011

The Ontario Securities Commission recently issued an order in the ongoing matter of Sextant Capital Management, a defunct hedge fund company.  While the order pertained to a law firm wanting to remove itself from representing Sextant and its...

Investing With Whole Life Participating Insurance For Affluent Families

By Mark Barnicutt on November 22nd, 2011

As an Outsourced Chief Investment Officer for affluent families, at HighView Financial Group, we frequently receive questions from our clients concerning our view about the use of insurance as an investment vehicle within client portfolios. At...

Borrowing to invest in high-payout funds: a numerical example

By Dan Hallett on November 17th, 2011

My last post on the perils of investing in high-payout funds with borrowed money sparked a lot of questions and a bit of confusion around the tax rules and associated risk.  In this post, then, I thought it would be helpful to run through a...

Group Retirement Plan Investment Approaches: IKEA or Leon’s

By Mark Barnicutt on November 10th, 2011

Overview: For years now, my close friends & family have always joked that I could easily be the all-time winner of the reality show, Canada’s Worst Handyman.  I love building businesses but building furniture and repairing things around...

Leveraging + High Payout Funds = Unhappy Ending

By Dan Hallett on November 7th, 2011

The final chapter to the series of articles I’ve written this year on high-payout investments funds features leveraging.  Over the past few years, I have been contacted by several individual investors and financial advisors about strategies...

Institutional Governance: Focusing On The Wrong Results

By Mark Barnicutt on October 29th, 2011

The Historical Focus: Over the past three decades, institutional investors – such as group retirement plans, foundations & endowments – have gradually been lured into the erroneous belief perpetuated by the global wealth management...

High Noon In Euroland

By Administrator on October 20th, 2011

World leaders and policy makers have been trying over the past 24 months to control the fallout from the Global Financial Crisis (GFC), circa 2008, and to revive economies across the developed world that are stuck in neutral. So far, success has...

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