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Retirement Plans Uncover Unclear Fee Disclosure by Investment Advisor
The family was approaching retirement and had been working with an investment advisor for over 10 years who had been a personal contact. They were not comfortable with his abilities to handle their...
The Investment Industry Owes Its Clients Better Treatment
The Canadian Securities Administrators launched a lengthy consultation period in January on their proposal to eliminate embedded commissions – i.e. commissions paid to those selling investment...
How We Measure Investment Performance for Transparency and Consistency
It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying...
Loren Francis Appointed to HighView Portfolio Strategy Committee
HighView is pleased to announce that Stewardship Counsellor and Principal Loren Francis has now been appointed to our Portfolio Strategy Committee. The HighView Portfolio Strategy Committee leads the...
Join Us for the “Choose Your Alternative Wisely” Seminar in Toronto on March 2!
The creation of a portfolio that stands the test of time and provides for sustainable results within acceptable risk parameters is a function of its adaptability to adjust to secular changes....
Understanding Pool Funds [Video]
As HighView believes in education and transparency, we feel it is important that investors understand how they are invested. Today’s topic is: Understanding Pool Funds. So let’s review. Watch...
True Portfolio Transparency: The Complete Unbundling of Service Providers and Their Fees
Fee Disclosure Should Just be the Start Canadian securities regulators are currently forcing fee transparency for client accounts in the investment industry. This change is known as CRM2 (Client...
F-Class Funds: Trick or Treat [Video]
In Canada, mutual funds are the largest held embedded fee investment product available. They are categorized by a class system, of which most investors are familiar with the A-Class fund...
Self-Inflicted Problems: Mutual Fund Industry Has Fought Investor-Friendly Reforms
As seen in the May 2016 edition of Investment Executive. Recently published research on mutual fund commissions’ influence on fund flows led by Douglas Cumming, finance professor at the...
CRM Phase 2 – History and Background
On July 15th, 2016 the Canadian financial advisory community will undergo a drastic change – a change that will shape its revenue model forever. This transformation will be a result of the...
