It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....
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...
One of the core principles at HighView is to understand the purpose of the portfolio. To assist in discovering this purpose, a comprehensive wealth plan or financial plan is created. The wealth plan can then become one of the most important...
While do-it yourself investors are notorious for making big behavioural mistakes, there is a unique subset of very savvy investors. While they do not make the same costly mistakes of their less disciplined peers, they will face a significant...
Having an up-to-date financial plan is perhaps the most powerful and useful document a family can have. An effective financial plan should be a comprehensive, forward-looking document, that examines items such as the family’s cash flow, balance...
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...
One of the core principles at HighView is to understand the purpose of the portfolio. To assist in discovering this purpose, a comprehensive wealth plan or financial plan is created. The wealth plan can then become one of the most important...
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...
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...
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...
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
