HighView is a true fiduciary; our processes are carefully created to ensure we always act in your family’s best interests and that we are objective and transparent in everything we do. As a HighView client, you and your family can expect regular reviews of your portfolio, continuous communication, and an “open door” approach.
Quarterly, we will produce a formal report that measures whether your portfolio is performing above, below, or on-track with the stated goals.
Annually, we will sit down with you and your professional advisors for a full review of your Investment Policy Statement (IPS) and Family Wealth Plan.
Beyond these regularly scheduled reviews, HighView is happy to meet with you at any time to discuss any other concerns, questions, or changes regarding your portfolio and family wealth plan.
A disciplined portfolio rebalancing process is an important risk management tool. When we believe it is necessary, we may recommend rebalancing your portfolio and will proceed only with your approval.
Our rebalancing method is one of the most well-researched in the industry, designed based on a through a thorough review of the existing body of practitioner and academic research as well as our own primary research.
We effectively balance the need to control risk for each client while avoiding frequent rebalancing – which we believe results in an unsatisfactory cost/benefit profile over time.
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.
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
