HighView Blog

Managing Client Portfolio Risk

By Mark Barnicutt on November 21st, 2010

With the capital markets volatility of the past few years, and the increased risk aversion of investors, we’re frequently asked how HighView Financial Group rebalances client portfolios.  The purpose of this article is to highlight our...

What Is An Investment Fiduciary?

By Mark Barnicutt on November 17th, 2010

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...

Funding The Pension Solvency Gap

By Mark Barnicutt on November 14th, 2010

Recently, my partner, Chris Page, attended a global investment conference held in Ottawa, and had a chance to speak with quite a number of Defined Benefit Pension Sponsors. Without fail, the topic discussed the most was pension solvency. Not one...

GrowthWorks launches battle for VenGrowth funds

By Dan Hallett on November 12th, 2010

The recently announced deal reached by Covington Fund II Inc. and all of VenGrowth’s retail labour sponsored investment funds (LSIFs) has sparked a bit of controversy and attracted another party into the mix.  The Covington-VenGrowth deal,...

Did VentureLink warn that ‘capital repayment’ feature was no guarantee?

By Dan Hallett on November 5th, 2010

In a recent Globe and Mail column, Shirley Won wrote about how investors in VentureLink ‘capital repayment’ labour sponsored investment funds are not getting their capital back.  The article quoted a financial advisor – who bought...

Compass – HighView Fall 2010 Capital Markets Commentary

By Mark Barnicutt on November 1st, 2010

HighView Financial Group has recently published our quarterly capital markets commentary for Fall 2010: HighView Compass. To read this report, please click...

A Virtual Family Office Solution: The Family Stewardship Council

By Mark Barnicutt on October 26th, 2010

It has been our experience, over many decades of dealing with families of significant means, that they all have their individual levels of complexity which have evolved over the families’ evolutionary lifecycles. These complex structures are...

US Labor Department To Broaden Fiduciary Classification

By Mark Barnicutt on October 24th, 2010

If you want to get a sense of how the US is moving ahead of Canada in terms of the classification of who are considered “investment fiduciaries” in servicing employer sponsored retirement plans, the US Department of Labor’s...

OSC Reinforces View On Client KYC & Suitability Delegation

By Mark Barnicutt on October 24th, 2010

The Ontario Securities Commission (OSC) recently released their 2010 Compliance & Registrant Regulation (CRR) Branch Annual Report. One of the topics that received considerable, plain language commentary was how Portfolio Managers collect and...

Preservation Of Capital With Responsible Growth

By Mark Barnicutt on October 24th, 2010

At HighView Financial Group, we know that the accumulation of wealth requires patience, perseverance and hard work. It goes without saying that those who are successful in creating such wealth do not want to have to create it twice!  This view...

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