This article is focused on the need for Investment Advisors to customize the “investment ride” — the portfolio value ups-and-downs — that investor clients take with them. Specifically, so much of the global wealth management industry, despite...
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Ian’s Financial Facelift Series – Episode 2
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When to Change Your Investment Advisor: The Red Flags
Like any profession, there are competent advisors and not-so-competent advisors in the wealth management industry. Our experience is that there are always warning signs for clients that it’s time to change investment advisors. Here are seven signs to which investors...
Safeguarding Accumulated Wealth
OVERVIEW For affluent family investors who have accumulated large sums of hard-earned capital or investment fiduciaries who are responsible for the stewardship of capital for the benefits of others, such as foundations, I believe that investing should be primarily...
Protecting Capital in Down Markets
When stock markets around the world plunged in early 2020 as the COVID-19 pandemic began to spread; investors were understandably shaken. With businesses shuttered, economies grinding to a near halt, and unemployment skyrocketing it was difficult to determine how low...
Risk Management Controls for Affluent Family Portfolios
OVERVIEW: When constructing portfolios for investors, I believe that there needs to be a thorough process of quantifying their investment goals, understanding their journey in life, and assessing their tolerances to various types of risk. Given recent capital market...
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Downsizing the Family Home – 5 Crucial Steps [Video]
A “fixed asset” is a long-term tangible asset that is not expected to be consumed or converted into cash any sooner than at least one year’s time. In Canada, a “family home” is considered a fixed asset. When downsizing their homes, many families are left with more...
Foundations and Proper Asset Management: The problems and the solution
The Challenges for Foundation Boards The globalization of capital markets has caused a significant increase in both the variety and complexity of available investment opportunities. Examples of investment options now available include: Bonds Stocks Pool funds Mutual...
Entrepreneurs Could Teach the Wealth Management Industry a Few Things
As prosperous entrepreneurs know, successful businesses rely on cash flow; revenues must exceed expenses to result in cash profit. In order to generate positive cash flow, businesses need to effectively leverage their current assets and resources. Otherwise, they are...
The Virtual Family Office Structure
You’ve worked hard to create your family’s wealth. You want it to be well managed and sustainable for future generations. Unfortunately, as we mentioned in a previous post, family wealth is not self-perpetuating. Without proper planning, it often erodes within just...
Planning First
Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group. While many investment firms may eventually get the financial planning services once the assets have been secured, or simply don’t offer these services at all, we...
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International Women’s Day Discussion
For International Women’s Day Join in the Conversation as Loren, Fiona and Sarah discuss a variety of topics.
Contrary to popular belief, it’s millennials who most want to ‘work closely’ with advisors
Can Bob and Betty afford to retire while meeting their spending goals?
Can Wesley and Claire afford to retire early at age 57?
Should couples combine their finances?
How to protect your investments from inflation
Retirement plan to downsize and leave Toronto will give couple flexibility and cash flow
‘Everybody’s in the game:’ What you need to know before buying an investment property
Why so many of your fashion icons are seniors, when to find your adult child a financial adviser and a question about splitting an estate between families with more than one grandkid