As the year 2015 marked the 10th anniversary of HighView, the past few days have been a time for us to pause and reflect. First, we’re very grateful for our clients, and the opportunity we’ve been provided over the past decade to service their...
I recently wrote about how high-payout monthly income funds are being mis-sold to investors and how some fund companies had provided false and misleading information to at least one end investor. I always take notice of fund distribution cuts so a...
Like any profession, there are competent advisors and not-so-competent advisors in the wealth management industry. Our experience is that there are always warning signs for clients that it’s time to change investment advisors. Here are seven signs...
In the world of investing, nothing turns my stomach more than when a member of the investment industry misleads investors and then directly benefits from said misinformation. Usually only subtle trickery is at play. And most often I have seen...
Many successful entrepreneurs who’ve worked hard to build their business from the ground up sell the business for a significant sum – which becomes liquid investment assets held within financial structures like holding companies and family...
S&P Dow Jones Indices (SPDJI) publishes two reports annually comparing the performance of actively managed mutual funds against common financial market benchmarks. The recently-published mid-year SPIVA Canada Scorecard doesn’t paint a...
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....
As seen in the September 2015 edition of Canadian MoneySaver magazine. Investors can enjoy above-average performance over the long-term by focusing on the things they can control or predict, by being patient, and by keeping things simple. Many...
A recent article in Investment Executive highlights the results of a mystery shopping exercise wherein investment advisors were secretly evaluated by three securities regulators (OSC, IIROC, and MFDA) in 2014. Unfortunately, the results are in line...
On July 15th, 2016, CRM Phase 2 will come into effect. Investment advisors and firms will be required to disclose annual reports of charges, compensation and performance. This is a positive change for investors, who are too often left in the dark by...
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
Toronto Office
4141 Yonge St., Suite 302
Toronto, Ontario M2P 2A8
Call: 1 (888) 827-8540
