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.
Chairman, Chief Strategist & Co-Founder
HighView Financial Group
At HighView, we have recognized that changing market fundamentals require solutions that promote less volatility and provide a constant stream of cash flow and certainty for our families and foundations. However, it is crucial to act with care when adopting new strategies in any investment portfolio.
Please join us as we present this informative seminar on an asset class that is becoming more pertinent for high-net worth clients.
The presentation will focus on the following topics:
- Changing market fundamentals that demand new strategies
- Our extensive due diligence process
- Our current strategies
- Possible future strategies
- Alternative strategies to avoid
- Q&A with our presenters
Date: March 2nd, 2017
Time: 7:30 PM
Location: Westin Prince Hotel 900 York Mills Road, North York. “Ontario Room”. Click here for map.
How to Register
Call HighView at 1 (888) 827-8540 or submit the form on this page.
Gary Brent – Chairman, Chief Strategist & Co-Founder
As Chairman, Chief Strategist, and Co-Founder of HighView Financial Group, Gary is actively engaged in four key areas of the firm:
- The architecture of portfolio solutions for clients of the firm;
- The design of best counselling practices;
- Counselling key clients of the firm and
- Chairman of the Board of Directors
His extensive experience in the financial services sector, particularly within the asset management sector, equips him to serve the strategic needs of HighView Financial Group and its clients, especially as pertains to business strategy, business governance, and the design of asset management programs.
Greg Rodger, CFA – Chief Investment Officer & Principal
Greg has over 25 years of experience in the Canadian wealth management industry. His experience has encompassed nearly every aspect of the investment management business, including; portfolio management, equity and fixed income research, economic analysis, real estate, private lending, and private equity.
He is currently responsible for the overall design of the portfolio solutions offered at HighView and has a true passion for working with clients to design portfolios aligned with their needs.