The group retirement plan landscape internationally is dominated by trustee arrangements. In these arrangements, a trustee is appointed to bear the responsibility of ensuring the safety of the assets entrusted to this legal entity. Normally, in trustee arrangements a...
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Ian’s Financial Facelift Series – Episode 2
HighView Financial Facelift – Episode 1
Founding Principles – HighView
Blogs
North American Securities Administrators Association Supports Fiduciary Standards
Investment Executive today reported that the North American Securities Administrators Association recently unveiled its U.S. legislative agenda, which was highlighed by a call to impose a fiduciary duty on everyone providing investment advice. The NASAA called upon...
The Pros & Cons of Sector Funds
In a Financial Post interview with Andrew Allentuck, Dan Hallett (VP & Director, HighView Financial Group), provides an overview of the pros and cons of investing in Sector Funds. At HighView Financial Group, we’re against buying sector funds. As Dan notes,...
R.I.P. Peter Cundill
I had received a couple of calls this week telling me that Peter Cundill had passed away. This was confirmed today when another contact today sent me his online obituary. Peter suffered from a debilitating disease called Fragile X, the symptoms of which are quite...
Cross-Border Estate & Tax Planning Seminar
Many Canadians own assets, especially real estate, that are located in the United States. There have been recent changes to the U.S. Estate Tax Laws that will have signficant impacts on Canadians with US assets. To educate investors, two law firms — Cambridge...
SEC Report: Broker-Dealers Should Be Subject To Fiduciary Standard
In a much-anticipated report, the SEC (Securities & Exchange Commission) in the United States late Friday night recommended to Congress that broker-dealers be subject to the same fiduciary standard that applies to investment advisers. This issue of fiduciary...
HighView Article In Benefits Canada
Greg Rodger and Dan Hallett of HighView Financial Group recently wrote an article on the use of bonds in institutional client portfolios, which is featured in a recent article of Benefits Canada. To view this article, please click...
Putting monthly distributions to the test
I don’t make many bold predictions. But nearly a decade ago I did just that in this article. I challenged the most popular monthly income mutual fund of the day, now known as IA Clarington Canadian Income (now called IA Clarington Strategic Income Fund Y). I...
Advisor’s Alpha
HighView Financial Group, as a firm, has always held the view that the greatest value provided by quality Investment Advisors to their clients is the stewardship of their wealth. In other words, the accumulation of wealth requires patience, perseverance and hard...
Facebook’s quasi-IPO raises regulatory & valuation concerns
The financial media are abuzz about Goldman Sachs’ $450 million common share investment in Facebook for a tiny piece of the popular company. As I read a few reports of this latest round of financing, it occurred to me that Goldman bought more than a pile of...
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