An Attitudinal Risk Assessment questionnaire is an essential tool that allows us to determine and understand a client’s acceptance and attitude about risk. Risk is a very personal matter and as such must be assessed against an individual’s...

At HighView Financial Group, we believe that affluent Canadian families – whether they realize it or not – are actually operating a ‘wealth management business’. In other words, their investable asset base is of a sufficiently significant...

In our quarterly client reports, we use both the MWRR and the TWRR calculations for performance reporting. First we use the money-weighted methodology to inform clients of the returns that were earned by each of their accounts and their consolidated...

A Virtual Family Office (VFO) is a family office model that harnesses the experience, dedication, and loyalty of your established group of independent advisors to provide the comprehensive wealth stewardship affluent families require. This model...