What We Do

You may be concerned about market ups and downs, how you will find the time to properly manage your assets, or where to find the right person who is free from obligations to anyone except you.

We can help.

As a fiduciary, we will become your outsourced personal Chief Investment Officer (CIO).

Our role includes:

  • Listening to your goals
  • Carefully considering your current and future needs
  • Creating and managing investment portfolios that reflect your goals and risk tolerance
  • Selecting and overseeing the most appropriate investment professionals who manage your portfolio
  • Keeping you up-to-date on the progress of your investment portfolio and adapting it to your changing needs
  • Working with your professional advisors including accountants and lawyers to ensure the efficient, uncomplicated management of your assets

HighView designs, implements, and manages tailored investment portfolios for affluent Canadian families and foundations. Our sole focus is to build sustainable assets that meet their evolving needs.

How Do We Do It?

The HighView Asset Sustainability Process is our tried and true portfolio construction method that we customize and implement to help our clients meet their unique goals.

Click here to read more about our process.

See Beyond

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