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...
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...
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...
Family Wealth Challenges The creation of family wealth takes years of dedication, sacrifice, and hard work. Because of this, no family wants to be in a position where they need to create their wealth twice. Instead, they are desperately seeking the financial peace of...
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...
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...
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...
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...
Affluent families often find themselves seeking and needing guidance from a network of professional advisors—accountants, lawyers, and others. With advice coming from a variety of sources, how do you make sure it’s being put to use in ways that will best serve your...
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...
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.
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Points of HighView – Intro with our Host, John Scholes
HighView’s Global Small Cap strategy has proven to be an excellent contributor to your risk-adjusted returns. More specifically, this small cap strategy has lowered volatility and contributed to the overall yield of your portfolio. To help explain their investment...
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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...
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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.
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.
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.”