Do you have a single advocate who sits on your side of the table to whom you can turn for objective investment management advice?
Do you know, without a doubt, that your assets are managed by someone who puts your interests first?
By choosing a fiduciary portfolio management firm, you will be able to answer “Yes” to both questions.
A fiduciary has a legal and ethical responsibility to put their client’s interests first. A fiduciary is held to a higher standard of care than an advisor who is not a fiduciary.
For investors and their families, the benefit of having a fiduciary financial advisor comes down to this: peace of mind.
Financial planners and investment advisors are not always fiduciaries. Financial advisors who are not considered fiduciaries are only held to a Suitability Requirement.
Contrast this with the Fiduciary Requirement, which ensures much broader and deeper service than the traditional investment advisor provides. Firms registered as Portfolio Managers are held to the fiduciary standard.
As an investor, it is prudent to seek out an investment advisor who also has your best interests at heart.
HighView is registered as a Portfolio Manager (through HighView Asset Management Ltd.) in the provinces of Ontario, British Columbia, Alberta, Saskatchewan, and Manitoba, which means we are held to the fiduciary standard both legally and ethically.
Beyond this, HighView strongly believes in the fiduciary relationships we build with clients, which are based on objectivity, transparency, and responsibility. We are guided by an unwavering philosophy and our processes are created first and foremost to benefit our clients.
Here’s what you can expect at a complimentary discovery session with HighView: