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 When we founded HighView Financial Group in November 2005, we set out to build an investment firm that was truly unique from the large financial institutions that dominate the Canadian wealth management industry. Specifically, we created an...

When we founded HighView Financial Group in November 2005, we set out to build an investment firm that was truly unique from the large financial institutions that dominate the Canadian wealth management industry. Specifically, we created an advisory...

Pool funds, like mutual funds, co-mingle investor funds for purposes of investing. Investors hold units in the pool fund, and ideally the unitholder (investor) achieves lower costs for portfolio diversification and benefits from efficiencies of...

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 predominately used by financial advisors or mutual fund...

When downsizing their homes, many families are left with more liquid wealth than they are accustomed to. With appropriate financial and emotional planning, downsizing offers financial freedom and flexibility. Through our experience with clients and...

It is our goal to debunk myths found within the investment industry. One of the most persistent myths perpetuated by investment managers is that investors’ portfolios’ performance should be measured compared to a relative, market-based...