Over the past several years, I met many investors who pulled money out of the market prior to the 2007-09 Financial Crisis. Their reasons for pulling out sounded logical. Their profits were big while the market was low. But these investors and others like them faced...
On Tuesday March 22nd, the Federal government released its much-anticipated 2016 Federal Budget. On the heels of a Justin Trudeau and Liberal government victory, high net worth Canadians have been wondering how this government’s budget and future deficits would affect...
The combination of Canadian aging demographics and rising affluence for certain wealth segments is causing the delivery of integrated wealth management advice – across financial disciplines – to quickly become a major concern for investors, and a growing strategic...
We often talk about providing “family wealth stewardship” for our clients – so what do we mean by that? At HighView, the word “stewardship” refers to how we oversee and govern the management of client wealth: as an investment fiduciary in partnership with the client...
The simple fact is that global markets are volatile. While this is always true, it is particularly pertinent presently, in the aftermath of the 2008-2009 global financial crisis when investors saw serious declines in their portfolios and the collapse of some...
![Debunking the Investment Industry: Is Your Investment Portfolio Structured for Relative or Absolute Benchmarking? [Video]](https://www.highviewfin.com/wp-content/uploads/2016/02/Is-Your-Investment-Portfolio-Structured-for-Relative-or-Absolute-Benchmarking.png)
It is our goal to debunk myths found within the investment industry. One of the most persistent myths perpetuated by investment managers is that investors’ portfolios’ performance should be measured compared to a relative, market-based benchmark. How your portfolio’s...
As independent stewards of wealth for affluent Canadian families and foundations, it is our passion to inform and educate investors. To that end, we have created a new video series called “Debunking Myths of the Investment Industry in Canada”. Within this series we...
Dear “do-it-yourselfers”: We all have our own definition of “expensive.” In my role as a Stewardship Counsellor, I have the opportunity to learn what expensive means to investors – and their definition is usually as unique as the investor him or herself. There are...
As seen in the November 2015 edition of Canadian MoneySaver magazine. You can be both rich and happy, but (1) you need to understand that an investment portfolio is simply a tool or a utility to achieve your goals, (2) you need performance information to make it easy...
![HighView’s 8 Founding Principles for Wealth Management [Video]](https://www.highviewfin.com/wp-content/uploads/2016/01/Founding-Principles.jpg)
As 2016 begins, HighView enters its second decade of operation. At this critical moment in our firm’s history, we feel it’s important to reiterate our founding principles. Our work as an outsourced Chief Investment Officer for affluent Canadian families and...
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When we founded HighView Financial Group in November 2005, we set out to build an investment firm that was truly unique from the large financial institutions that dominate the Canadian wealth management industry. Specifically, we created an advisory firm where...