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...
Most people agree that bad habits are hard to break. The unfortunate reality, though, is that the global investment management industry has developed a really bad habit over the past several decades: Convincing investor clients that their goal...
Liability driven investing (LDI) differs from a traditional policy portfolio approach in that an actual liability stream of an organization serves as the benchmark instead of a simple return target or a proxy based on market indices. Under an LDI...
“We learn from history that we learn nothing from history.” George Bernard Shaw With equity markets, especially in Canada, getting close to previous bull market highs, investor behaviours appear to be changing. Specifically, it...