Media Hub

Videos

Ian’s Financial Facelift Series – Episode 2

Ian’s Financial Facelift Series – Episode 2

HighView Financial Facelift – Episode 1

HighView Financial Facelift – Episode 1

Founding Principles – HighView

Founding Principles – HighView

Blogs

Happy Holidays from Highview Financial!

Happy Holidays from Highview Financial!

Our team at HighView Financial want to wish all of you and your loved ones a very Happy Holidays and the very best in the New Year! Many who have worked with us know that we value family and philanthropy, and believe that we can all give what we can – especially...

Lessons from the Past Several Years of Private Markets

Lessons from the Past Several Years of Private Markets

Skinny bond yields have prompted investors to replace high-quality but low-yield bonds and to sometimes expect too much from their chosen bond substitutes. But increasingly, investors are also responding to low yields by stepping further out on the risk spectrum by...

Cryptocurrency: A Tool for Speculation, Not Investment

Cryptocurrency: A Tool for Speculation, Not Investment

I have often criticized the investment industry for pumping out products designed to sell, rather than build, wealth for investors, and have worked to raise investor awareness of how gimmicky products destroy wealth. The battle against such products took a step...

Do Dividend-Paying Stocks Offer Bear Market Protection?

Do Dividend-Paying Stocks Offer Bear Market Protection?

There is a lot to like about dividend-paying stocks. Dividends generally follow earnings, and are cold hard evidence of earnings’ existence. In Canada, this infatuation with dividend-payers is compounded by our love of bank and utility stocks, and favourable tax...

The DOs and DON’Ts of Portfolio Rebalancing

The DOs and DON’Ts of Portfolio Rebalancing

My HighView partners and I spent quite a bit of time discussing and studying the issue of portfolio rebalancing a decade ago – prior to formally launching the firm and taking on our first client. While it’s not the sexiest of investment topics, it’s an important issue...

21 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR

21 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR

When families have built wealth over years or decades, and in particular when that wealth was largely due to an event such as the sale of a business, their attention quickly turns to getting peace of mind knowing that their wealth is protected. This is why we find...

Starting with the Right Portfolio Design Matters

Starting with the Right Portfolio Design Matters

In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety of options in front of you with sizes, amenities, and styles. The role of the architect is to design something that will be the right for you. Only then can...

3 Types of Portfolio Reviews and Why They Matter

3 Types of Portfolio Reviews and Why They Matter

Building and maintaining wealth is a journey. You start by taking the time to understand your needs and goals, and develop a plan and a portfolio that will help you realize them. But how do you make sure you stay on track? Ongoing reviews are key to creating...

News

Founding Principles

Founding Principles

Our first Points of HighView show rightfully has our host John Scholes interview our two co-founders Gary Brent and Mark Barnicutt. Together they review our firm’s Eight Founding Principles as well as their thoughts on HighView’s strategic positioning for the future.

HighView 2019 Holiday Concert

HighView 2019 Holiday Concert

This December, HighView is pleased to bring you “We Need a Little Christmas” with our very own holiday concert. Featuring an exclusive performance by the Oakville Wind Orchestra, Canada’s oldest continuously operating community concert band, this event...

Fears of a market drop cloud retirement plans

Fears of a market drop cloud retirement plans

As a partner in a large and successful firm, Elliott has earned good money throughout his working life. Now he’s preparing to leave his career behind and retire next fall. His wife, Eva, is no longer working. We asked Ian Calvert, a financial planner and portfolio manager at HighView Financial Group in Toronto, to look at Elliott and Eva’s situation.

May-December couples need to mind the gap

May-December couples need to mind the gap

Age may not matter to people in love. But for May-December couples planning for retirement, their gap in years can bring challenges that go beyond reducing a golf handicap or crossing zip-lining in Costa Rica off their bucket list.

Consolidation on the horizon

Consolidation on the horizon

Canada’s largest asset-management firms will be on the lookout for acquisitions in 2019 as they seek to build scale, add unique capabilities or diversify their investor base, thus continuing an ongoing trend of consolidation in this space.

“The large consolidators are getting larger,” says Darcy Hulston, president and CEO of Calgary-based independent asset-management firm Canoe Financial LP. “There are not many mid-tier asset-management shops left.”