ETFs are a hot topic these days. As Mark and I highlighted in this post, active ETFs could be a game-changer for the investment fund industry. In this March 20 Financial Post article, I spoke about the good and bad of active ETFs and the threat they could pose to...
Media Hub
Videos
Ian’s Financial Facelift Series – Episode 2
HighView Financial Facelift – Episode 1
Founding Principles – HighView
Blogs
The changing face of income trusts, hedge funds, and T-series funds
Here are this week’s latest media appearances by HighView Financial Group. In the March 12, 2010 Globe and Mail, I commented on the changing face of Income Trust mutual funds. In this Wall Street Journal article, I challenge the notion that Canadian hedge funds...
Fund company marketing in high gear
RRSP sales are shaping up to be rather sluggish. And with financial markets getting a bit jittery, it’s no surprise that the fund industry’s marketers have shifted into high gear. Here are two of the marketing initiatives that caught my attention because...
Creating Sustainable Wealth
At HighView Financial Group, we recognize that there are many organizations that have a fiduciary obligation for the oversight of large pools of capital entrusted to them for the benefit of others — advisory firms, family offices, foundations, endowments, private...
HighView Financial Group in the media
In this February 20 Toronto Star article, I challenge the notion that it’s easy to manage your own money. It is simple but not easy. In today’s Globe and Mail, I select two mutual funds for investors to consider as they plunk down a RRSP contribution on...
Client Reporting for Wealthy Clients
Every quarter (or month) wealth firms get in front of their clients in a highly visible and lasting way when they send out their client statements. Unlike meetings, a client’s statement will be around for months or years. The statement represents the wealth...
Tax Planning More Important Than Ever
Good morning all. I am at Holt Renfrew drinking expresso and waiting for Michelle, my significant other to finish with her hair appointment. Anyone else realize that this is a 4-hour experience? Anyway, as you may know, I am not a tax lawyer, CA or CPA. I am a student...
Dan Hallett Quoted in The Toronto Star
Dan Hallett, Vice-President & Director, Asset Management, HighView Financial Group was quoted on February 18, 2010 in the following...
Dan Hallett Quoted in The Financial Post
Dan Hallett Vice-President & Director, Asset Management, HighView Financial Group, was quoted in The Financial Post on Thursday February 18,...
Goals Based Planning Finding Favour Among Wealth Managers
A great article appeared today in The Family Wealth Report that discusses the importance of Goals Based Planning as well as the traction this important concept is gaining within the wealth management industry.
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