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...
Last fall, GrowthWorks launched a very public campaign to win the takeover battle for the VenGrowth family of labour sponsored investment funds (LSIFs). VenGrowth’s preferred offer was from Covington II Fund but I thought that...
HighView Financial Group has recently published our capital markets commentary for Winter/Spring 2011: HighView Compass. To read this report, please click...
It is likely difficult for any of us to truly comprehend the toll that the recent tragic events in Japan have taken on its people. Our thoughts and prayers are with them. While in some ways it feels trivial and disrespectful to comment on the...
Despite having spent most of my career designing & overseeing portfolios for various types of clients, I continue to be shocked as to how much time & energy is expended in the institutional asset management world (ie: group retirement...
This weekend in the Report On Business section of the Globe & Mail, the lead story was about how the $24 Million estate of Paul Penna, the Founder of gold mining company, Agnico-Eagle Mines, had been plundered by trustees. In 1996, gravely ill...
At HighView Financial Group, we believe that while the attainment of wealth provides investors with freedom, the accumulation of wealth requires patience, perseverance and hard work. Because of this, investors don’t want to create their wealth...
Powers of Attorney are key legal documents that are part of an effective overall wealth & estate plan. Lisa Toner, an Estate & Trust lawyer, with Sorbara Law in Kitchener has written two articles that do a great job of explaining the two...
I was recently asked to comment for an article on a small, top-performing mutual fund – Redwood Global Small Cap. While the article included a couple of my comments, there was no room for some of the more striking statistics I found when...