Getting to know your family's current financial situation, your wealth objectives, and your comfort levels.
Customized goals-based recommendations to achieve your wealth objectives.
Working together towards a common goal as detailed in your Investment and Wealth Plan.
May also include:
Achieving your goals and closing planning gaps for your family.
Peace of mind.
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.
Structuring a portfolio to meet each family’s goals and risk tolerances in terms of asset classes, such as equities and bonds, as well as investment mandates such as global equities, high yield bonds, or real estate.Learn More
The process of assessing and analyzing various specialists to ensure that each family’s portfolios have the best fit money managers given their unique goals and risk tolerances.Learn More
Working with a family’s various professional advisors such as accountants, lawyers, and actuaries to ensure that integrated advice across the various professional disciplines is provided.Learn More
Establishing a focused team of family members and their closest professional advisors that meet periodically to ensure the family’s wealth plan continues to meet their financial aspirations.Learn More
Quarterly family portfolio meetings that review the performance and behaviour of their portfolios against their goals and risk tolerances while ensuring that the asset class balance of their portfolios is continually aligned with their tailored Investment Policy Statements.Learn More
Watch this video for an in-depth discussion of our founding principles and how they apply to our work with Canadian families.
Practical investment planning allows our clients to build sustainable assets that meet their evolving needs.
We are completely open about our portfolio structures, practices, and costs.
We do not have any of our own investment products or receive fees or payments except from clients.
We have a Iegal and ethical duty to put our clients’ interests first.
Every family’s path to HighView is unique, What will yours be?Explore Family Stories
Here’s what you can expect at a complimentary discovery session with HighView: