The Fee’s Not The Fee: What’s The Real Cost Of Investment Management?
A. OVERVIEW: Today’s investment management offerings are comprised of a variety of Service Components that comprise the total offering. As a result, it can be rather challenging for investors to...
View ArticleWhy Engage The Services Of An Investment Fiduciary?
As the concept of fiduciary is being discussed more in the media and among Canadian securities regulators, we believe it is important to address this concept as it’s all about putting the...
View ArticleHighView Strategic Capital Partner: Radar Capital Inc.
January 5th, 2015 HighView Financial Group (“HighView”) is pleased to announce that investment funds managed by Radar Capital Inc. (“Radar”) have recently completed their capital investment in...
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Performance Fee Implications for Investment Fiduciaries
Investor clients and investment fiduciaries need to carefully think through the performance fees used in many investment products. I believe performance fees are a structural issue, as they tend to:...
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How to Build Sustainable Family Wealth for Future Generations (and Why It’s...
You’ve worked hard to get where you are. You’ve built your wealth over time and now you want to ensure it will last for future generations. You already know how difficult creating wealth is, but you...
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A New Solution for Wealth: The Virtual Family Office
You’ve worked hard to create your family’s wealth. You want it to be well managed and sustainable for future generations. Unfortunately, as we mentioned in a previous post, family wealth is not...
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Welcoming Adam Laird to the HighView Team!
We’re very pleased to announce that Adam Laird has joined HighView Financial Group as a Stewardship Counsellor. In this role, Adam will be focused on advising high net worth families about wealth...
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Get the Truth about Costs: Top 5 Questions for Investors to Ask Investment...
When you are choosing an investment counsellor to manage your ongoing investments, it can be challenging to get a full picture of the costs involved. Of course, there is a fee associated with any...
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Regulatory Changes Driving Changes in Custodial Preferences for Affluent...
In our previous article, ‘Keeping Investor Assets Safe: The Custodians Role’, we outlined the importance of having an independent custodian take safekeeping of clients’ investable assets where their...
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6 Considerations for Affluent Families Forming a Family Foundation
Many high net worth families we have worked with are grateful for the people in their lives and the opportunities they’ve been given; along with their hard work and persistence, these people and...
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Mystery Shoppers Reveal Challenges of Comparing Investment Advisor Fees in...
A recent article in Investment Executive highlights the results of a mystery shopping exercise wherein investment advisors were secretly evaluated by three securities regulators (OSC, IIROC, and MFDA)...
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What the Wealth Management Industry Can Learn from Entrepreneurs
As prosperous entrepreneurs know, successful businesses rely on cash flow; revenues must exceed expenses to result in cash profit. In order to generate positive cash flow, businesses need to...
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Do You View Your Invested Assets as a ‘Piggy Bank’ or a ‘Pay Cheque’?
Many successful entrepreneurs who’ve worked hard to build their business from the ground up sell the business for a significant sum – which becomes liquid investment assets held within financial...
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7 Warning Signs It’s Time to Change Your Investment Advisor
Like any profession, there are competent advisors and not-so-competent advisors in the wealth management industry. Our experience is that there are always warning signs for clients that it’s time to...
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Happy Holidays to Our Valued Investors and Their Families
As the year 2015 marked the 10th anniversary of HighView, the past few days have been a time for us to pause and reflect. First, we’re very grateful for our clients, and the opportunity we’ve been...
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What Does “Family Wealth Stewardship” Mean?
We often talk about providing “family wealth stewardship” for our clients – so what do we mean by that?At HighView, the word “stewardship” refers to how we oversee and govern the management of client...
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Integrated Wealth Management Advice for Affluent Canadian Families: Part 1 –...
The combination of Canadian aging demographics and rising affluence for certain wealth segments is causing the delivery of integrated wealth management advice – across financial disciplines – to...
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Challenges Facing Foundations Seeking Effective Asset Management (And the...
The Challenges for Foundation BoardsThe globalization of capital markets has caused a significant increase in both the variety and complexity of available investment opportunities. Examples of...
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Integrated Wealth Management Advice for Affluent Canadian Families: Part 2 –...
In part 1 of this series, I explored a brief history of wealth advice integration in Canada, up to the present day when large organizations continue to increase their dominance in the family wealth...
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Integrated Wealth Management Advice for Affluent Canadian Families: Part 3 –...
Welcome back to my ongoing series about the pursuit of integrated wealth management advice for high net worth families (families with investable assets > $1 Million).Catch up on the past two...
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