When we founded HighView Financial Group in November 2005, we set out to build an investment firm that was truly unique from the large...
Pool funds, like mutual funds, co-mingle investor funds for purposes of investing. Investors hold units in the pool fund, and ideally the...
In Canada, mutual funds are the largest held embedded fee investment product available. They are categorized by a class system, of which...
It is our goal to debunk myths found within the investment industry. One of the most persistent myths perpetuated by investment managers is...
On July 15th, 2016 the Canadian financial advisory community will undergo a drastic change – a change that will shape its revenue model...
The Client Relationship Model (Phase 2), “CRM2”, will drive radical changes to the Canadian financial advisory industry. On July 15th,...
Fees are a sensitive subject in wealth management. The often lost concept in wealth management is fair, true, and plain disclosure of fees....
Yield is a popular concept for investors, but it can be an uphill climb finding high levels of legitimate, safe, and secure yield in a...