Many high net worth families we have worked with are grateful for the people in their lives and the opportunities they’ve been given; along with their hard work and persistence, these people and opportunities have helped shape their lives and contributed to their...
On July 15th, 2016, CRM Phase 2 will come into effect. Investment advisors and firms will be required to disclose annual reports of charges, compensation and performance. This is a positive change for investors, who are too often left in the dark by their investment...
A question more and more investors are asking is: “Am I getting value for the fees that I pay my investment advisor?” This is a great question, which first needs to be qualified before it can be answered. Do you actually know what your total fees are? Fees can...
In our previous article, ‘Keeping Investor Assets Safe: The Custodians Role’, we outlined the importance of having an independent custodian take safekeeping of clients’ investable assets where their portfolios are being managed by advisors. The logic...
When you are choosing an investment counsellor to manage your ongoing investments, it can be challenging to get a full picture of the costs involved. Of course, there is a fee associated with any investment firm – but what about all those other costs that add up? To...
The measurement and communication of risk for investment funds is high on securities regulators’ radar. They continue to review this important issue and we’re awaiting their final decision. It’s striking how many years have passed, yet the industry continues to debate...
![What Is the Impact of CRM Phase 2? [Video]](https://www.highviewfin.com/wp-content/uploads/2015/07/What-Is-the-Impact-of-CRM-Phase-2.png)
What Is CRM Phase 2? On July 15th, 2016, investment advisors and firms will be required to disclose an annual report of charges, compensation and performance reports. A client with a portfolio of $1,000,000 will compensate the advisory parties associated with the...
Much has been written about newer investment advisory firms that dispense advice through user-friendly websites, called Robo-Advisors. This new breed of advisory firms offers many potential benefits but also faces many headwinds. Potential Benefits of Robo-Advisors...
How is your investment manager benchmarking the success of your portfolio? This is a very important question, made all the more crucial because how your portfolio’s performance is judged – the benchmark against which it is being measured – can completely change the...
![The History and Background of CRM Phase 2 [Video]](https://www.highviewfin.com/wp-content/uploads/2015/06/CRM2.jpg)
On July 15th, 2016 the Canadian financial advisory community will undergo a drastic change – a change that will shape its revenue model forever. This transformation will be a result of the implementation of the Client Relationship Model (Phase II), “CRM2”, put into...
On July 15th, 2016 the Canadian financial advisory community will undergo a drastic change – a change that will shape its revenue model forever. This transformation will be a result of the implementation of the Client Relationship Model (Phase 2), “CRM2”, put into...
Based on HighView’s industry experience, investors face 7 key impediments in the pursuit of making their wealth sustainable. The 7 impediments facing investors are: Relative Return Investing Policy Vacuum Schizophrenic Investing Island Investing Conflicted...
HighView Financial Group works with professional advisors such as accountants, lawyers, insurance advisors, and actuaries to develop an integrated wealth management portfolio for their clients. We understand that managing the wealth of affluent families requires the...
The accumulation of wealth requires patience, perseverance, and hard work. At HighView Financial Group, we focus on growing wealth responsibly and preserving it once it’s been created. We are an experienced investment council firm who acts at your outsourced Chief...