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 over 28 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...
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Adam Laird, MBA, CFA, CIM
Adam has over 15 years of experience in the Canadian wealth management industry. This experience has been predominately focused on affluent families, providing him a strong background for helping his clients organize and grow their assets smartly and carefully. His philosophical approach fully aligns with HighView’s investment...
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Ian Calvert, CFP, CIM
Wealth Planning
Ian brings over 10 years of wealth management experience to the HighView team. As Vice President & Principal, Wealth Planning, 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 (CFP)...
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Daniel McCallum, CFP
Daniel has nearly ten years of experience in the wealth management industry. He previously worked with TD, Assante Capital Management and CIBC with a focus on financial and investment planning. Daniel holds his Certified Financial Planner designation and is pursuing the Chartered Investment Manager designation. As a Wealth 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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