In a recent article, I reviewed the importance of having an Investment Policy Statement. In this article, I’d like to address the importance of Investment Advisory Firms monitoring their clients’ portfolios. Specifically, a...
In a recent Globe & Mail article, I was quoted as saying that I was amazed that real estate mutual and segregated funds still existed. I was surprised at the extent of feedback I received on this seemingly innocent quote. But clearly, the...
Not according to Dr. Burton Malkiel, one of the true legends of the Investment Industry. Last night my colleague John Platt and I had the distinct pleasure of spending an evening with, Dr. Malkiel and a small group of investment professionals. Dr....
Financial advisor compensation is one of those topics that is hotly debated but never fully resolved. A recent article by the National Post’s Jon Chevreau sparked a private exchange between me and another person quoted in that article. ...
I have been a happy ING DIRECT banking and insurance client for more than a dozen years. A little more than two years ago, they sent me (and presumably all of their clients) a brochure on their then-new Streetwise Funds® which extolled the...
With the growing level of wealth in Canada, an increasing area of interest is the use of Private Foundations. In working with families, the topic of planned, philanthropic giving frequently arises in conversations. Although there are a variety of...
At a recent CFA Conference in Boston, Jack Bogle, the Founder of Vanguard Group, said that the investment industry should return to its roots and abandon salesmanship for stewardship. A summary of his comments, as well as Christopher Davis,...
No matter how many times a “can’t miss” investment trend implodes, investors have demonstrated a regrettable penchant for chasing the latest short-cut to wealth creation. At HighView, we believe to be successful, an investor must focus on the...
For any investor, effectively managing their investments can be a challenge. The world of capital markets has become a very complex place with numerous opportunities as well as potential pitfalls. For those with significant wealth the challenges...
It’s been almost three years now since the initial cracks in the global capital markets were first experienced back in 2007. At that time, it seemed like the term, “Hedge Fund” was on the lips of so many investors who were seeking...
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
