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...
Overview: Many people often incorrectly assume that affluent families don’t need to borrow money because they have money. Although on the surface, this may be true, the reality is that affluent families will periodically borrow money for various...
The Registered Retirement Savings Plan (RRSP) was created in 1957 and has progressed into a valuable saving vehicle for working Canadians. The concept of creating the RRSP account was to give individuals the same benefits experienced by those...
A prospective client met with me as he wanted to change his Investment Advisor. When I asked about the reason(s) why, he simply stated “performance“. When I then asked if his Investment Advisor had not measured-up against his...
Throughout most of this century, investors have been down on bonds. The argument was that rates are historically low and are bound to rise – which would push bond prices down. (Prior to this year, I’ve heard that my entire career.) With North...
Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group. While many investment firms may eventually get the financial planning services once the assets have been secured, or simply don’t offer these...
You’ve worked hard to create your family’s wealth. You want it to be well managed and sustainable for future generations. Unfortunately, as we mentioned in a previous post, family wealth is not self-perpetuating. Without proper planning, it...
This blog will be considered Part 3 of a 3-Part series pertaining to Portfolio Monitoring. Please view the Part 1 blog and Part 2 blog. How Should You Measure The Success Of The Portfolio And Why Is It Important? Throughout this series we’ve...
Over the past two decades, investors have had seemingly little patience for an underperforming investment or money manager. Investors tend to dump the laggard for “something that’s doing better”. But an understanding of market...
We often talk about providing “family wealth stewardship” for our clients – so what do we mean by that? At HighView, the word “stewardship” refers to how we oversee and govern the management of client wealth: as an investment fiduciary in...
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
