HighView Blog

HighView recently had two educational seminars, one in Oakville and one in Toronto, on the fascinating subject of Artificial Intelligence (AI). A Primer on Artificial Intelligence Human progress moves ever more quickly as time marches on. More...

 “We believe that considering material ESG factors as part of our investment decision-making process, with respect to both direct and indirect investments, along with other material investment factors is consistent with our fiduciary duty”....

A true investment fiduciary is all about putting the client’s interests first. Too many investment advisors only pay lip service to the idea of “putting the investor first”; a true fiduciary has a legal and ethical responsibility to live up to...

I recently participated in a roundtable discussion hosted by the Ontario Securities Commission (OSC). The purpose was to delve more deeply into the industry’s response to regulators’ proposal to eliminate commissions embedded in investment...

As seen in the July/August 2017 edition of Canadian MoneySaver magazine. Kelly Osbourne has it right when she says: “I guess I have friends around me but when you’re paying them, can they ever really be true friends?” Lawyers, accountants, and...

On September 18, 2017, Dan Hallett, Vice-President and Principal of HighView, will be participating in a roundtable discussion of Canadian Securities Administrators (CSA) Consultation Paper 81-408 Consultation on the Option of Discontinuing Embedded...

The Canadian Securities Administrators launched a lengthy consultation period in January on their proposal to eliminate embedded commissions – i.e. commissions paid to those selling investment products that are built into the product’s price or...

Over the past two decades, investors have had seemingly little patience for an underperforming investment or money manager. Investors tend to dump the laggard for “something that’s doing better”. But an understanding of market...

At HighView Financial Group, we believe that affluent Canadian families – whether they realize it or not – are actually operating a ‘wealth management business’. In other words, their investable asset base is of a sufficiently significant...

We are wealth architects whose sole purpose is to provide our clients with peace of mind by making their wealth sustainable. Goals-based investing is at the core of our investment philosophy, but historically this has not been the case for the...