As seen in the May 2015 edition of Canadian MoneySaver magazine. You may have heard the story of the elderly gentleman on his deathbed looking back over his life. He’d spent about 80% of a large inheritance on liquor, women and the racetrack, but he was sad because he...
We’re very pleased to announce that Adam Laird has joined HighView Financial Group as a Stewardship Counsellor. In this role, Adam will be focused on advising high net worth families about wealth management. Adam has a proven background in serving as an investment...
You’ve worked hard to create your family’s wealth. You want it to be well managed and sustainable for future generations. Unfortunately, as we mentioned in a previous post, family wealth is not self-perpetuating. Without proper planning, it often erodes within just...
ETFs vs. mutual funds. Indexing vs. active management. Industry professionals and investors alike have staked their respective turfs on each of these issues with a level of passion usually reserved for religious or political debates. Yet breaking down each issue’s...
You’ve worked hard to get where you are. You’ve built your wealth over time and now you want to ensure it will last for future generations. You already know how difficult creating wealth is, but you may just be realizing that preserving it comes with its own unique...
After mid-July 2016, CRM2 will require investment dealers to report personalized performance, charges and commissions annually to each client. To their credit, many dealers are now providing performance reports. But two disturbing trends are brewing beneath the...
Investor clients and investment fiduciaries need to carefully think through the performance fees used in many investment products. I believe performance fees are a structural issue, as they tend to: Incentivize risk seeking instead of risk mitigation investment...
January 5th, 2015 HighView Financial Group (“HighView”) is pleased to announce that investment funds managed by Radar Capital Inc. (“Radar”) have recently completed their capital investment in HighView. Gary Brent, Chairman, Chief Strategist & Co-Founder of...
In a recent article, Globe and Mail columnist Rob Carrick tackled the important issue of global stock diversification. He surveyed several investment advisors and portfolio managers for their recommended allocations between Canadian and non-Canadian stocks. Carrick...
As the concept of fiduciary is being discussed more in the media and among Canadian securities regulators, we believe it is important to address this concept as it’s all about putting the investor-client interests first! We view a fiduciary as someone acting in a...
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.