The Challenges for Foundation Boards The globalization of capital markets has caused a significant increase in both the variety and complexity of available investment opportunities. Examples of investment options now available include: Bonds Stocks...
As prosperous entrepreneurs know, successful businesses rely on cash flow; revenues must exceed expenses to result in cash profit. In order to generate positive cash flow, businesses need to effectively leverage their current assets and resources....
You’ve worked hard to create your family’s wealth. You want it to be well managed and sustainable for future generations. Unfortunately, as we mentioned in a previous post, family wealth is not self-perpetuating. Without proper planning, it...
Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group. While many investment firms may eventually get the financial planning services once the assets have been secured, or simply don’t offer these...
“In a client’s best interests” is a phrase heard often in the financial industry. While many investment advisors simply talk about this concept, fiduciary financial advisors have a moral and ethical duty to live up to it. So what makes a...
Whether saving for a rainy day or creating wealth for the benefit of the next generation, investing by its nature is about the future. At HighView we take a goals-based investment approach, and as wealth architects, we look to design an investment...
An architect wouldn’t design a custom home for a family without first asking many questions about what the homeowners are hoping to achieve (e.g. size, budget, form, and function). And the process of designing an investment portfolio should be...
OVERVIEW The market volatilities of the past year have served as a strong reminder that investing in a globally, intertwined economy is not without risk; risk that can be managed if portfolios are structured prudently, but still risk. For affluent...
A Virtual Family Office (VFO) is a family office model that harnesses the experience, dedication, and loyalty of your established group of independent advisors to provide the comprehensive wealth stewardship affluent families require. This model...
When you are choosing an investment counsellor to manage your ongoing investments, it can be challenging to get a full picture of the costs involved. Of course, there is a fee associated with any investment firm – but what about all those other...
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
