You’ve worked hard to get where you are. You’ve built your wealth over time and now you want to ensure it will last for future generations. You already know how difficult creating wealth is, but you may just be realizing that preserving it comes...
After mid-July 2016, CRM2 will require investment dealers to report personalized performance, charges and commissions annually to each client. To their credit, many dealers are now providing performance reports. But two disturbing trends are...
Investor clients and investment fiduciaries need to carefully think through the performance fees used in many investment products. I believe performance fees are a structural issue, as they tend to: Incentivize risk seeking instead of risk...
January 5th, 2015 HighView Financial Group (“HighView”) is pleased to announce that investment funds managed by Radar Capital Inc. (“Radar”) have recently completed their capital investment in HighView. Gary Brent, Chairman, Chief Strategist...
In a recent article, Globe and Mail columnist Rob Carrick tackled the important issue of global stock diversification. He surveyed several investment advisors and portfolio managers for their recommended allocations between Canadian and...
As the concept of fiduciary is being discussed more in the media and among Canadian securities regulators, we believe it is important to address this concept as it’s all about putting the investor-client interests first! We view...
All year I’ve been wanting to write an article urging advisors and individual investors to prepare for the next bear market. When stock markets hit a pothole in late summer and early fall, it struck me as an opportune time to refresh this...
Many DIY investors act as ‘family money managers’. Most that I’ve met are men married to spouses with little or no interest in investing. These DIY investors often risk predeceasing their novice-investor partners. So with...
So-called ‘Bond King’ Bill Gross made headlines with his recent decision to leave PIMCO – the firm he founded more than 40 years ago – to join Janus Capital Group. How best to deal with manager changes and whether investors...
The California Public Employees’ Retirement System – aka CalPERS – announced plans to liquidate its $4 billion hedge fund portfolio. It’s big news because CalPERS is considered a well-run pension plan. It’s huge...
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
