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...
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...
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...
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...
In his latest Globe & Mail column, Tom Bradley discussed risk and volatility. Modern finance theory uses volatility, or more formally standard deviation, as its measure of risk largely because it is an easy statistic to use in quantitative...
Our core expertise at HighView Financial Group is asset management. When managing client wealth, though, the reality is that investments are not the most important aspect of managing this wealth. Specifically, in the management of wealth –...
In recent weeks, we’ve had the opportunity with some new clients to review some existing/legacy hedge fund security holdings….many of which were purchased over the past decade, typically pre-2008. Many investors were shocked to learn...
In the 2010 Edition of the World Wealth Report, it was highlighted that, given the negative impact of the recent Global Financial Crisis on the value of client portfolios, that affluent and high net worth investors are now seeking investment...
“The first step to providing good advice is understanding clients’ complete financial situations.” VIP Forum, Corporate Executive Board In the management of wealth – whether it’s for family or institutional clients such as pensions,...
In recent client meetings, we’ve been asked by investor clients if we use performance incentive fees. The short answer is “No”. HighView doesn’t use these fee structures with our clients for two reasons. We believe that...
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
Toronto Office
4141 Yonge St., Suite 302
Toronto, Ontario M2P 2A8
Call: 1 (888) 827-8540
