Growing Alongside Multi-Generational Families
As a multi-generational team, we take pride in understanding the human side of wealth. Every family is unique, which is why we invest the time to shape plans that reflect the lives and legacies you’ve worked so hard to build.
It’s all about people —not just portfolios.
At HighView, we’re people first and advisors second.
As a team shaped by generations of experience, we understand that wealth is always personal. Every family’s story is different, so we take the time to create tailored plans that honour the life you’ve built and the legacy you want to protect.
You’ve put in the work. Now our job is to make sure your wealth continues working for you—and for those who follow.
Every family is unique – so is our approach
Communication
Regular check-ins and reviews assure that we’re connected to you, especially as important life events approach and occur.
Collaboration
Collaboration with key individuals in your network, as directed by you, including your accountants, lawyers and other specialists.
Economic Updates
Ongoing updates through Monthly Perspectives email, Quarterly Commentary, Blogs and In-Person Client Events.
Ongoing Education
HighView can provide family wealth planning education and mentoring across generations so that your wealth can be perpetuated in line with your goals.