HighView Blog

Advisor.ca reported on my talk at the Strategy Institute Mutual Fund Point-of-Sale (POS) Summit.  The panel in which I participated focused on Product Arbitrage – the situation that results when similar products are not treated the same by...

A good friend of mine recently told me that he was changing his Investment Advisor.  When I asked about the reason(s) why, he simply stated “performance“.  When I then asked if his Investment Advisor had not measured-up against my...

This Globe and Mail article  speaks to how the performance of Canada’s public pension funds are significantly outperforming their peers in the US. The article caused us some discomfort – readers are misled by the lack of background...

In a recent discussion with a client, I was asked the following question:  “What Is Stewardship?” A related comment to this question is typically, “Our organization has plenty of compliance rules and regulations that we follow....

In this Windsor Star article, I provide some basic tips to tackling exposure to the U.S. dollar.  In addition to those tips, it should be noted that taking investment action on currencies based on speculation can be a humbling endeavour.  Instead,...

In the April 2010 Investment Executive, I touch on some of the challenges that advisors face in transitioning to an index-oriented fee-based business model.  Keep an eye out for my follow-up in the May issue, in which I will outline where advisors...

In a recent Globe & Mail article, I recommended two mutual funds focused on generating regular income. In the March issue of Investment Executive, I opine that the ETF industry is following in the footsteps of the larger and older mutual fund...

ETFs are a hot topic these days.  As Mark and I highlighted in this post, active ETFs could be a game-changer for the investment fund industry.  In this March 20 Financial Post article, I spoke about the good and bad of active ETFs and the threat...

Here are this week’s latest media appearances by HighView Financial Group. In the March 12, 2010 Globe and Mail, I commented on the changing face of Income Trust mutual funds. In this Wall Street Journal article, I challenge the notion that...

RRSP sales are shaping up to be rather sluggish.  And with financial markets getting a bit jittery, it’s no surprise that the fund industry’s marketers have shifted into high gear.  Here are two of the marketing initiatives that...