At HighView Financial Group, we are very open in stating that we are a fiduciary of the client assets that we manage. As the concept of “fiduciary” is being discussed more in the media, we believed it was important to address this concept. We view a...
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Ian’s Financial Facelift Series – Episode 2
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Founding Principles – HighView
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Funding The Pension Solvency Gap
Recently, my partner, Chris Page, attended a global investment conference held in Ottawa, and had a chance to speak with quite a number of Defined Benefit Pension Sponsors. Without fail, the topic discussed the most was pension solvency. Not one sponsor in the group...
GrowthWorks launches battle for VenGrowth funds
The recently announced deal reached by Covington Fund II Inc. and all of VenGrowth’s retail labour sponsored investment funds (LSIFs) has sparked a bit of controversy and attracted another party into the mix. The Covington-VenGrowth deal, announced recently,...
Did VentureLink warn that ‘capital repayment’ feature was no guarantee?
In a recent Globe and Mail column, Shirley Won wrote about how investors in VentureLink ‘capital repayment’ labour sponsored investment funds are not getting their capital back. The article quoted a financial advisor – who bought the funds for...
Compass – HighView Fall 2010 Capital Markets Commentary
HighView Financial Group has recently published our quarterly capital markets commentary for Fall 2010: HighView Compass. To read this report, please click...
A Virtual Family Office Solution: The Family Stewardship Council
It has been our experience, over many decades of dealing with families of significant means, that they all have their individual levels of complexity which have evolved over the families’ evolutionary lifecycles. These complex structures are needed to address the...
US Labor Department To Broaden Fiduciary Classification
If you want to get a sense of how the US is moving ahead of Canada in terms of the classification of who are considered “investment fiduciaries” in servicing employer sponsored retirement plans, the US Department of Labor’s Employee Benefits Security...
OSC Reinforces View On Client KYC & Suitability Delegation
The Ontario Securities Commission (OSC) recently released their 2010 Compliance & Registrant Regulation (CRR) Branch Annual Report. One of the topics that received considerable, plain language commentary was how Portfolio Managers collect and use client’s KYC...
Preservation Of Capital With Responsible Growth
At HighView Financial Group, we know that the accumulation of wealth requires patience, perseverance and hard work. It goes without saying that those who are successful in creating such wealth do not want to have to create it twice! This view applies to both families...
Volatility measures behavioural risk
In his latest Globe & Mail column, Tom Bradley discussed risk and volatility. Modern finance theory uses volatility, or more formally standard deviation, as its measure of risk largely because it is an easy statistic to use in quantitative modeling. Volatility...
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