Greg Rodger, CFA
Greg Rodger 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. Greg has served in senior....
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Loren Francis, MBA, FCPA, FCA, CIM
Loren has worked in the capital markets for 24 years as a relationship and portfolio manager and as an investment banker. Loren is a Fellow of the Institute of Chartered Professional Accountants of Ontario (FCPA/FCA), holds the Canadian Investment Manager (CIM) designation and completed her MBA at the University of Toronto. She has been....
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Adam Laird, MBA, CFA, CIM
Adam has a proven background in serving as a counsellor to affluent families. His philosophical approach fully aligns with HighView’s investment philosophy: goals-based, transparent, and objective investment counselling.Adam is a strong spirited and entrepreneurial driven individual. He earned both his BBA and MBA from Wilfrid....
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Ian Calvert, CFP, CIM
Ian brings nearly 10 years of wealth management experience to the HighView team. As a Wealth Planner and Associate Portfolio Manager, Ian works closely with our clients in the design and execution of their investment portfolio and personalized wealth plan.With a passion for a client-first culture, and the Certified Financial Planner....
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Dan Hallett, CFA, CFP
Dan Hallett is responsible for manager research, portfolio construction, and investment program design at HighView. With more than 20 years of industry experience, Dan is recognized as an investment expert. His views and opinions are regularly featured in print, TV, radio, and online media. He has contributed research to Morningstar....
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