Author Archive

Affluent families often find themselves seeking and needing guidance from a network of professional advisors—accountants, lawyers, and others. With advice coming from a variety of sources, how do you make sure it’s being put to use in ways that...

Building and maintaining wealth is a journey. You start by taking the time to understand your needs and goals, and develop a plan and a portfolio that will help you realize them. But how do you make sure you stay on track? Ongoing reviews are key to...

This Holiday season, we want to thank our clients and their other professional advisors for their continued support of HighView Financial Group over the past year. At HighView, we believe in the importance of family and of philanthropic giving. In...

Regardless of how you acquired your wealth, there’s one thing all investors have in common—a desire to make sure their wealth will be sustainable and able to meet their needs over time. But what if your needs change? What if the initial...

This family story is the first of a series in which we discuss some of the common investment challenges families face and what ultimately led them to HighView. Here, we explore the topic of families who have built their wealth through...

For families who have built their wealth over a lifetime or have experienced a liquidity event such as the sale of a business after decades of hard work, the prospect of being held hostage to the whims of the market can be frightening. The reality...

As HighView believes in education and transparency, we feel it is important that investors understand how they are invested. Today’s topic is: Understanding Pool Funds. So let’s review. Watch this video or read below for a better understanding...

In Canada, mutual funds are the largest held embedded fee investment product available. They are categorized by a class system, of which most investors are familiar with the A-Class fund predominately used by financial advisors or mutual fund...

We are pleased to announce that Warren MacKenzie, Stewardship Counsellor at HighView, will be presenting a session at the upcoming MoneyShow Toronto! Warren’s Session: Practical Advice for Long-term Investing Focusing on practical advice for...

A “fixed asset” is a long-term tangible asset that is not expected to be consumed or converted into cash any sooner than at least one year’s time. In Canada, a “family home” is considered a fixed asset. When downsizing their homes, many...