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Wealth Planning is a Dynamic Document

By Ian Calvert on September 17th, 2024

One of the core principles at HighView is to understand the purpose of the portfolio. To assist in discovering this purpose, a comprehensive wealth plan or financial plan is created. The wealth plan can then become one of the most important...

Financial planning and what its Not

By Ian Calvert on August 14th, 2024

Having an up-to-date financial plan is perhaps the most powerful and useful document a family can have. An effective financial plan should be a comprehensive, forward-looking document, that examines items such as the family’s cash flow, balance...

Wealth Planning is a Dynamic Document

By Ian Calvert on June 12th, 2024

One of the core principles at HighView is to understand the purpose of the portfolio. To assist in discovering this purpose, a comprehensive wealth plan or financial plan is created. The wealth plan can then become one of the most important...

Financial Planning: How to Identify Opportunities & Concerns

By Ian Calvert on May 29th, 2024

A comprehensive financial plan, when done correctly, can be an extremely valuable document and planning tool for every Canadian family. Although financial plans can be delivered in many different formats, one aspect of the document that should be...

Wealth Planning Should Come First

By Ian Calvert on May 1st, 2024

Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group. While many investment firms may eventually get the financial planning services once the assets have been secured, or simply don’t offer these...

Financial Planning Should Be Priority Before Investing

By Ian Calvert on September 13th, 2023

Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group. While many investment firms may eventually get the financial planning services once the assets have been secured, or simply don’t offer these...

Wealth Plans are Crucial for Prolonged Success of Affluent Families

By Ian Calvert on June 22nd, 2023

At HighView Financial Group, we believe that affluent Canadian families – whether they realize it or not – are actually operating a ‘wealth management business’. In other words, their investable asset base is of a sufficiently significant...

Learning to Identify Opportunities & Concerns

By Ian Calvert on February 24th, 2023

A comprehensive financial plan, when done correctly, can be an extremely valuable document and planning tool for every Canadian family. Although financial plans can be delivered in many different formats, one aspect of the document that should be...

When are RRSP’s a Good Strategy

By Ian Calvert on January 10th, 2023

The Registered Retirement Savings Plan (RRSP) was created in 1957 and has progressed into a valuable saving vehicle for working Canadians. The concept of creating the RRSP account was to give individuals the same benefits experienced by those...

Make Wealth Planning The First Step

By Ian Calvert on November 9th, 2022

Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group. While many investment firms may eventually get the financial planning services once the assets have been secured, or simply don’t offer these...

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