This blog will be considered Part 2 of a 3-Part series pertaining to Portfolio Monitoring. Please view the Part 1 blog. Effective Performance Analysis Requires Qualitative Insights The phrase stamped on every investment fund prospectus is something along the lines of:...
Prudent Principles to Live By “Looking back, it feels like we made endless sacrifices for 30 years to create our wealth, and now we worry about preserving what we’ve built for ourselves, our children & our grandchildren.” Family Client of Mark Barnicutt The...
A comprehensive financial plan, when done correctly, can be an extremely valuable document and planning tool for every Canadian family. Although financial plans can be delivered in many different formats, one aspect of the document that should be constant in each...
Nearly every financial and wealth advisor speaks of the importance of putting clients’ interest above all else. The words roll off the tongue. It is much harder, however, to back up those words with consistent, meaningful actions. In a blog from last October listing...
Once a portfolio is fully implemented, it is extremely important to monitor the portfolio structure to ensure it stays within the guidelines stated within the client’s Investment Policy Statement (IPS). I recently wrote a four-part series about portfolio...
Family Wealth Challenges The creation of family wealth takes years of dedication, sacrifice, and hard work. Because of this, no family wants to be in a position where they need to create their wealth twice. Instead, they are desperately seeking the financial peace of...
This blog will be considered Part 4 of a 4-Part series pertaining to Portfolio Implementation. Please view the Part 1 blog , Part 2 blog , and Part 3 blog. In Part 1 of this series I compare the design and implementation of a portfolio to building a custom home. To...
Your wealth gives you and your family the freedom to pursue your goals; however, accumulating it requires diligence, focus, and patience. For this reason, it isn’t something investors want to do twice! The global marketplace is currently treading in the precarious...
This blog will be considered Part 3 of a 4-Part series pertaining to Portfolio Implementation. Please view the Part 1 blog and Part 2 blog. When assets are transferred in from your previous investment advisor to your account with your new investment advisor you would...
One of the core principles at HighView is to understand the purpose of the portfolio. To assist in discovering this purpose, a comprehensive wealth plan or financial plan is created. The wealth plan can then become one of the most important documents for the family....
We are so excited to announce that our Annual Holiday Concert will be back in-person. On December 3rd, please join us along with your loved ones to enjoy some holiday cheer. The Oakville Wind Orchestra will be playing all the holiday hits to kickoff the holiday...
We are excited to announce our 2022 Fall Client Presentation for October 18, 2022. For those that cannot attend we will attempt to record the individual presentations, and circulate via video one week following the event. The Topics Covered Interest Rates and...