At HighView Financial Group, we believe that while the attainment of wealth provides investors with freedom, the accumulation of wealth requires patience, perseverance and hard work. Because of this, investors don’t want to create their wealth twice! In fact, with...
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Ian’s Financial Facelift Series – Episode 2
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Founding Principles – HighView
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Powers Of Attorney Explained
Powers of Attorney are key legal documents that are part of an effective overall wealth & estate plan. Lisa Toner, an Estate & Trust lawyer, with Sorbara Law in Kitchener has written two articles that do a great job of explaining the two types of Powers of...
Proper due diligence can counter the lure of triple-digit returns
I was recently asked to comment for an article on a small, top-performing mutual fund – Redwood Global Small Cap. While the article included a couple of my comments, there was no room for some of the more striking statistics I found when doing a quick review of...
The Only Relevant Investment Benchmark
Most people agree that bad habits are hard to break. The unfortunate reality, though, is that the global investment management industry has developed a really bad habit over the past several decades: Convincing investor clients that their goal should be to try to...
Liability Driven Investing
Liability driven investing (LDI) differs from a traditional policy portfolio approach in that an actual liability stream of an organization serves as the benchmark instead of a simple return target or a proxy based on market indices. Under an LDI approach, success is...
Lest We Forget
“We learn from history that we learn nothing from history.” George Bernard Shaw With equity markets, especially in Canada, getting close to previous bull market highs, investor behaviours appear to be changing. Specifically, it appears that that some...
Trend of decreased transparency a lose-lose
Valentine’s Day is a day to celebrate love. But on February 14, 2011, I wasn’t feeling the love from the mutual fund industry. On that day, the Investment Funds Institute of Canada announced that it would cease reporting company-specific sales data every...
LSIFs and hedge funds with training wheels
I was recently asked to comment on Labour Sponsored Investment Funds (LSIFs) by the Canadian Press. The words attributed to me in this article may give readers the wrong impression. The article says, in part: Hallett said these funds are most attractive to higher...
Investing for retirement
In Tuesday’s Globe & Mail, I shared a couple of suggestions that investors should consider for their RRSPs. My suggestions covered two themes you’d have read here over the past several months. One is that bonds remain a vital, albeit boring,...
"Where’s the best place to invest?"
In meetings with prospective clients, I frequently get the question: “Where’s the best place to invest?” Given that the investment management industry is so “product” and “return” focused, I think investors are somewhat...
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