Decades of Experience Helping Foundations

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

HighView ESG and Social Impact Investing

Learn about Our Approach

The HighView Foundations Process

Assessment

Getting to know the foundation's current financial situation, mandate, and funding requirements.

  • Goals-Based Assessment
  • Funding Obligations Defined

Proposal

Customized goals-based recommendations to achieve your objectives.

  • Unique Portfolio Options
  • Investment Policy Framework and Governance Structure

Implementation

Working together towards a common goal and allowing the board or investment committee to delegate without relinquishing your fiduciary duty.

  • Investment Policy Statement
  • Transparent Goals-Based Reporting

Results

Achieving the foundation's goals and closing planning gaps.

Sustainability

The Pillars of HighView Foundations Asset Management

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.

Our Investment Philosophy

Watch this video for an in-depth discussion of our founding principles and how they apply to our work with Canadian foundations.

Schedule my Goals-Based Assessment

  • Here's what you can expect at a complimentary assessment with HighView:

    • We will take the time to understand the goals of your foundation and your future funding obligations.
    • We will explore your approach to risk and your previous investment experiences.
    • We will also discuss how you want your foundation involved and who you want around the table.
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