Your Fiduciary in Portfolio Management

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Your Team at HighView

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Founders
Counselling
Asset Management
Wealth Planning
Business Services
Communications
Compliance
Accounting & Finance

Founders

Mark Barnicutt, MBA, CFA

President, CEO & Co-Founder

Gary Brent

Executive Chairman, Chief Strategist and Co-Founder

Counselling

Gary Brent

Executive Chairman, Chief Strategist and Co-Founder

Loren Francis, MBA, FCPA, FCA, CIM

Vice President & Principal

Adam Laird, MBA, CFA, CIM

Vice President & Principal

Meagan Taylor, PFP, MBA

Counselling Associate

Asset Management

Greg Rodger, CFA

Chief Investment Officer & Principal

Dan Hallett, CFA, CFP

Vice-President, Research & Principal

Joe Modica, CIM, CFP

Portfolio Manager, Implementation

Phil Marynowicz

Portfolio Analyst

Jeaven Rehal

Portfolio Implementation Associate

Wealth Planning

Ian Calvert, CFP, CIM

Vice President & Principal
Wealth Planning

Daniel McCallum, CFP

Wealth Planner Associate

Tolu Adepoju, MA

Wealth Planner Associate

Business Services

Sarina Senra

Manager, Business Services

Sawsan Arafat

Client Service & Compliance Associate

Cristina Botez

Client Service Associate

Katherine Santos

Business Services Administrator

Communications

Jordan Goddard

Marketing Associate

Adam Laird, MBA, CFA, CIM

Vice President & Principal

Compliance

Sawsan Arafat

Client Service & Compliance Associate

Mark Barnicutt, MBA, CFA

President, CEO & Co-Founder

Accounting & Finance

Lucie Rivest

Accounting & Finance

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About Us

HighView Financial Group is a professional boutique investment counselling firm for affluent Canadian families and foundations.

Acting as your outsourced Chief Investment Officer, we work closely with you and your other professional advisors to design, implement, and manage tailored investment strategies to protect your assets and create long-term sustainability.