Why Choose HighView?

We are wealth architects whose sole purpose is to provide our clients with peace of mind by making their wealth sustainable. Acting as your independent fiduciary portfolio manager, we have a client-centric, client-first mindset. “In our experience, what clients value most is the peace of mind from knowing that we sit on their side of the table.”

Watch this video for an in-depth discussion of our founding principles and how they apply to our work with our clients.

Our Investment Philosophy

Goals-based Portfolio Construction

Practical investment planning allows our clients to build sustainable assets that meet their evolving needs.

Complete Transparency

We are completely open about our portfolio structures, practices, and costs.

Complete
Objectivity

We do not have any of our own investment products or receive fees or payments except from clients.

Fiduciary Standard
of Care

We have a Iegal and ethical duty to put our clients’ interests first.

Schedule Your Discovery Session

Here’s what you can expect at a complimentary discovery session with HighView:

We will take the time to understand the goals of your family and your future giving plans.
We will explore your approach to risk and your previous investment experience.
We will discuss how to want your various advisors involved and who you want around the table.

See Beyond

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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.

HighView Client Vault

Your Fiduciary in Portfolio Management