The creation of a portfolio that stands the test of time and provides for sustainable results within acceptable risk parameters is a function of its adaptability to adjust to secular changes. Gary Brent At HighView, we have recognized that changing market...
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![Understanding Pool Funds [Video]](https://www.highviewfin.com/wp-content/uploads/2017/01/Screen-Shot-2017-01-27-at-7.58.35-PM.png)
Understanding Pool Funds [Video]
As HighView believes in education and transparency, we feel it is important that investors understand how they are invested. Today’s topic is: Understanding Pool Funds. So let’s review. Watch this video or read below for a better understanding of pool funds: What Are...
CRM2 Update – 2017 Is the Year for Positive Change
At last, the year 2017 marks a great step forward for our country with regards to transparency and disclosure in the financial services industry. The long anticipated regulation, that will impact Canadian investors, will be on display in many mailboxes and inboxes...
Concerns with “Fund Facts” and “ETF Facts” Risk Ratings
“Fund Facts” is a 2 to 4 page regulatory summary document designed to inform investors on a mutual fund’s salient features. A version for exchange-traded funds – i.e. ETF Facts – will be required starting next September. One of the most important aspects of Fund Facts...
Season’s Greetings to Our Valued Investors and Their Families
As the holiday season approaches, we want to thank our clients and their other professionals for their continued support of HighView Financial Group over the past year. 2016 was not only the 11th anniversary of HighView, but also a year of ongoing positive change and...
True Portfolio Transparency: The Complete Unbundling of Service Providers and Their Fees
Fee Disclosure Should Just be the Start Canadian securities regulators are currently forcing fee transparency for client accounts in the investment industry. This change is known as CRM2 (Client Relationship Model, Phase 2). HighView Financial Group has written about...
Regulations Will Create Scalability Challenges for Canadian Robo-advisors
Robo-advisors offer investment advice through websites and mobile applications. In the U.S. this segment – which was born after the Financial Crisis – manages tens of billions of dollars for clients. American robo-advisors can provide investment advice with minimal...
How Donald Trump’s Victory May Affect Your Investments
We wouldn’t want to be shareholders of any of the polling companies this morning as, once again, the pollsters were proved to be completely wrong. Donald Trump’s victory has certainly taken many by surprise. The more that the election results were coming in last night...
Integrated Wealth Management Advice for Affluent Canadian Families: Part 4 – The 5 Costs of One-Stop-Shop Wealth Advice
In my previous post in this series, I discussed the trade-off high net worth families face between convenience and competency in seeking wealth management advice. Today’s article will delve into this subject to explore the top five potential costs of the convenient,...
![F-Class Funds: Trick or Treat [Video]](https://www.highviewfin.com/wp-content/uploads/2016/09/F-Class-Funds.png)
F-Class Funds: Trick or Treat [Video]
In Canada, mutual funds are the largest held embedded fee investment product available. They are categorized by a class system, of which most investors are familiar with the A-Class fund predominately used by financial advisors or mutual fund representatives. Hidden...
News
One of the worst estate-planning mistakes you can make
Real Estate Realities: A Change in Canadians’ Net Worth and How to Manage It – October 25, 2016
Real estate is changing the net worth of Canadians, which presents many questions on how to manage the change in wealth. Join HighView Financial Group as we present this informative seminar in collaboration with a panel of real estate experts. The presentation will...
Laid-off couple: ‘Can we retire now? Can we stay retired?’
Will an indexed pension help this couple retire comfortably?
HighView Financial Group at the Private Wealth Canada Forum – October 18, 2016
The Private Wealth Canada Forum brings together the leading private banks, wealth managers and family offices for a one day networking & peer education platform. The forum’s agenda covers asset allocation, trust & estate planning, family governance, risk...
“Willing Wisdom” Presented by Tom Deans, PhD – October 4, 2016
How can wealth be transferred successfully without destroying the recipient and the wealth itself? It is a question for the times, as the greatest generation of wealth creators move toward death in record numbers. In this seminar, Dr. Tom Deans discusses the 7...
Regulators move closer to ban on mutual fund fees
What wealthy Canadians want
Would this couple be better off retiring early or returning to work?