The HighView Process


Getting to know your family's current financial situation, your wealth objectives, and your comfort levels.

  • Attitudinal Risk Assessment
  • Wealth Planning Questionnaire


Customized goals-based recommendations to achieve your wealth objectives.

  • Unique Portfolio Options
  • Sample Wealth Plan


Working together towards a common goal as detailed in your Investment and Wealth Plan.

  • Investment Policy Statement
  • Quarterly Portfolio Review


May also include:

  • Stewardship Council Charter
  • Agenda Minutes
  • Project List


Achieving your goals and closing planning gaps for your family.

Peace of mind.

The 5 Pillars of HighView Family Wealth Management

As a trusted Virtual Family Office and esteemed fiduciary portfolio manager, we abide by 5 valuable pillars that ensure a well-rounded and comprehensive approach to our client's wealth strategies.

Watch this video for an in-depth discussion of our founding principles and how they apply to our work with Canadian families.

Our Investment Philosophy

HighView Family Stories

Every family’s path to HighView is unique, What will yours be?

Explore Family Stories

Schedule Your Discovery Session

Here’s what you can expect at a complimentary discovery session with HighView:

  • We will take the time to understand the goals of your family and your future giving plans.
  • We will explore your approach to risk and your previous investment experience.
  • We will discuss how to want your various advisors involved and who you want around the table.
See Beyond

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