The HighView team has extensive and in-depth experience advising and participating on boards and investment committees of some of Canada’s leading foundations.Meet the Team
Getting to know the foundation's current financial situation, mandate, and funding requirements.
Customized goals-based recommendations to achieve your objectives.
Working together towards a common goal and allowing the board or investment committee to delegate without relinquishing your fiduciary duty.
Achieving the foundation's goals and closing planning gaps.
At HighView, our clients benefit from our decades of capital market experience-based advice. We are a licensed portfolio manager that assumes the regulatory risk and fiduciary responsibilities for foundations desiring to have an effective and sustainable goals-based investment solution.
Structuring a portfolio to meet each foundation's funding needs and tolerance for risk 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 investment specialists to ensure that each foundation’s portfolios have appropriate combination of mandates and managers given their funding needs and risk tolerances.Learn More
We work closely with each foundation's investment committee to ensure that all communication and reporting aligns with the governance requirements of the foundation.Learn More
Quarterly meetings that review the performance and behaviour of a foundations portfolio against their funding needs and risk tolerances while ensuring that the asset class balance of their portfolios is continually aligned with their tailored Investment Policy Statements.Learn More
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.
Here’s what you can expect at a complimentary discovery session with HighView: