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


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

  • Goals-Based Assessment
  • Funding Obligations Defined


Customized goals-based recommendations to achieve your objectives.

  • Unique Portfolio Options
  • Investment Policy Framework and Governance Structure


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


Achieving the foundation's goals and closing planning gaps.


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 discovery session with HighView:

  • We will take the time to understand the goals of your family and your future giving plans.
  • We will explore your approach to risk and your previous investment experience.
  • We will discuss how to want your various advisors involved and who you want around the table.
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