HighView Blog

There has been a recent flurry of changes in mutual fund lead managers.  This is partly the result of industry consolidation – as managers become disenchanted with asset-gathering behemoths.  In other cases, money managers want to scratch...

I recently received an e-mail about a blog post questioning the validity of DALBAR’s annual study of investor returns – Quantitative Analysis of Investor Behaviour.  The blog post – DALBAR study overstates investors’ bad...

To ensure a client’s investment portfolio continues to meet the objectives for which it was designed, HighView believes in regular reviews, typically quarterly, of three components: Goals Review, Portfolio Review & Policy Review. 1. Goals...

Investment Stewards & Their Challenges: At HighView Financial Group, we recognize that there are many people that have a fiduciary obligation for the oversight of wealth that has been entrusted to them for the benefit of others — advisory...

At HighView Financial Group, we are very open in stating that we are a fiduciary of the client assets that we manage.  As the concept of “fiduciary” is being discussed more in the media, we believed it was important to address this concept. We...

The Challenges Facing Investors: At HighView Financial Group, we believe that investors are faced with ever-increasing complexities in the management of their assets. As a result, we are witnessing many investors on a mission to find a framework...

I firmly believe that the accumulation of wealth for most people is primarily driven by the need for comfort, independence and their desire to pursue their goals and aspirations.   This applies equally to both family and institutional wealth such...

Unfortunately, most of the global investment industry is centred on “benchmark risk” or whether or not a manager “beats the market”.  Instead, at HighView Financial Group, we believe that wealth managers should focus on “goals-based...

With the consolidation in the global financial services industry over the past few decades, it’s becoming increasingly challenging for investors to ascertain if the investment solutions that are recommended for their portfolios are truly...

It’s An Investment Product World: Investors are so used to hearing investment professionals talk about the merits of their favourite investment opportunities whether it be gold, oil & gas, real estate, bonds, bank stocks, technology...