Extra-lean bond yields are prompting investors to reach for yield with corporate, high yield and emerging markets bonds. Their appetite for stocks is meagre overall but investors still hunger for those that regularly spit out cash – sometimes using them as bond...
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Videos
Ian’s Financial Facelift Series – Episode 2
HighView Financial Facelift – Episode 1
Founding Principles – HighView
Blogs
Webinar: ETF Portfolio Construction
Last week, I spoke about constructing portfolios using exchange-traded funds (ETFs) to a group made up mostly of financial advisors. Investment Executive hosted the June 19 webinar and they archived the entire presentation and question period on their website. I was...
Desperately seeking income
The Globe and Mail recently reported that Michael Lee-Chin was planning a return to the retail investment industry. He has spoken specifically about his desire to bring institutional private equity exposure to retail investors in Canada. It’s a good idea on...
A balanced portfolio’s expected returns
I recently provided the Globe & Mail’s Rob Carrick with my long-term expectations for investment returns and inflation over the next decade. With the exception of a couple of outliers – one bull, one bear – I admit to being surprised by the...
Facebook IPO separates investors from speculators
Like many, I have been watching the Facebook public market debut and post-IPO activity with great interest. While watching from the sidelines I came across an article regarding regulatory inquiries about what went wrong with the overhyped IPO. There may be some real...
Star manager start-ups – due diligence considerations
Some retail mutual fund companies are traditional money management firms that have a single guiding investment philosophy driving the management of all client portfolios – and the in-house firm is the only manager of the funds on offer. Others have no in-house...
Stewarding The Family Foundation
According to various estimates, there are currently approximately 28,000 households in Canada with investable assets in excess of $10 Million. Although these households represent a very small portion of the total households in Canada (<1%), we believe that it’s a...
High Impact Philanthropy You Can Experience
OVERVIEW: Philanthropy – or the giving of one’s time and/or money to the betterment of human welfare and advancement – is a thriving and growing element of Canadian society. Given our experiences in the Canadian wealth management industry, we find...
One-Trick Product Ponies
THE EVOLUTION OF WEALTH MANAGEMENT CHOICE: Over the past twenty-five years, the proliferation of wealth management product has been unprecedented especially across both the investment management and life insurance segments. The benefit for the end wealth management...
The unintended lifetime commitment
When entering a marriage, it’s a bad sign if you start planning your exit before vows are ever exchanged. While many of life’s lessons extend to the world of investing, the exit strategy is a notable exception. Unlike in marriage, investors should spend more time...
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