HighView Blog

Some retail mutual fund companies are traditional money management firms that have a single guiding investment philosophy driving the management of all client portfolios – and the in-house firm is the only manager of the funds on offer. ...

According to various estimates, there are currently approximately 28,000 households in Canada with investable assets in excess of $10 Million.  Although these households represent a very small portion of the total households in Canada (<1%), we...

OVERVIEW: Philanthropy – or the giving of one’s time and/or money to the betterment of human welfare and advancement – is a thriving and growing element of Canadian society.  Given our experiences in the Canadian wealth management...

THE EVOLUTION OF WEALTH MANAGEMENT CHOICE: Over the past twenty-five years, the proliferation of wealth management product has been unprecedented especially across both the investment management and life insurance segments. The benefit for the end...

When entering a marriage, it’s a bad sign if you start planning your exit before vows are ever exchanged.  While many of life’s lessons extend to the world of investing, the exit strategy is a notable exception.  Unlike in marriage, investors...

KNOW YOUR CLIENT: One of the basic tenets of individuals & firms who are registered with Canadian securities firms, such as broker-dealers and portfolio managers, is what is referred to as “Know Your Client“. KYC, as...

THE CHALLENGES: With the globalization of capital markets over the last few decades, there has been a marked increase in the range and complexity of investment opportunities available to investors. In fact, the array of investment options available...

Yesterday, Greg Smith published his infamous Op-Ed article in the New York Times titled, “Why I Am Leaving Goldman Sachs“.  In this article, Smith effectively states that Goldman Sachs has ‘lost it’s moral compass’ and...

For those seeking a safe and dependable income source, today’s painfully low interest rates pose a real challenge.  Bank of Canada Governor Mark Carney regularly reminds us that persistent low rates can be dangerous because they incent...

OVERVIEW: Recently, in the Report on Business of the Globe & Mail, there was an article titled, The Flaws In Canada’s Financial Adviser System. This article stated that: “In the investing industry, the line between what’s best for...