Our core expertise at HighView Financial Group is asset management. When managing client wealth, though, the reality is that investments are not the most important aspect of managing this wealth. Specifically, in the management of wealth – whether it’s for family or...
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Ian’s Financial Facelift Series – Episode 2
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Founding Principles – HighView
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Hedge Fund Redemption Provisions
In recent weeks, we’ve had the opportunity with some new clients to review some existing/legacy hedge fund security holdings….many of which were purchased over the past decade, typically pre-2008. Many investors were shocked to learn about certain of the...
What Affluent Investors Are Desperately Seeking
In the 2010 Edition of the World Wealth Report, it was highlighted that, given the negative impact of the recent Global Financial Crisis on the value of client portfolios, that affluent and high net worth investors are now seeking investment advisors who can provide...
Creating An Integrated Wealth Management Experience For Clients
“The first step to providing good advice is understanding clients’ complete financial situations.” VIP Forum, Corporate Executive Board In the management of wealth – whether it’s for family or institutional clients such as pensions, foundations & endowments – far...
The Ups and Downs Of Performance Incentive Fees
In recent client meetings, we’ve been asked by investor clients if we use performance incentive fees. The short answer is “No”. HighView doesn’t use these fee structures with our clients for two reasons. We believe that these arrangements: 1....
A closer look at BetaPro’s dirt cheap ETF
In a recent blog post, I provided an overview of the new Horizons BetaPro S&P/TSX 60TM Index ETF (HXT/TSX). HXT’s synthetic exposure left us with two questions, both of which are addressed below. What’s in it for National Bank? This has been an often-asked...
Debunking Beta
One of the Financial Planners that we work with recently highlighted to me that in the September 2010 issue of Forbes magazine, there’s an article by David Dreman of Dreman Value Management, in which he makes the case that it’s time to delete the CAPM...
Canadian regulators unlikely to ban commissions
I have been asked more than a few times by advisors whether I think product commissions will be banned. While we can never say never, I’ve had enough questions on this to warrant an article. In the October issue of Investment Executive, I highlight three...
ETF industry mind-set: build it and they will come
The Globe & Mail recently reported that indexing giant Vanguard has surpassed Fidelity as the world’s largest mutual fund company. The article poses the question of whether this event indicates a growing interest in index-investing. I think it is but not...
What Type Of Investor Are You? Return Seeker Or Risk Manager?
Today, we had the opportunity to meet for an update with one of our investment managers: Dixon Mitchell. This Vancouver-based investment manager operates our Total Canadian Equity Mandate for our affluent families & institutional clients. We’ve had a...
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