Archive for the ‘Regulations and Industry Governance’ Category

How HighView Measures Investment Performance for Transparency and Consistency

By Greg Rodger on October 23rd, 2024

It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....

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...

Measurement of Investment Performance for Transparency and Consistency

By Greg Rodger on October 25th, 2023

It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....

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...

Why you Need a True Investment Fiduciary

By Greg Rodger on July 6th, 2023

A true investment fiduciary is all about putting the client’s interests first. Too many investment advisors only pay lip service to the idea of “putting the investor first”; a true fiduciary has a legal and ethical responsibility to live up to...

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...

HighView’s Measuring of Investment Performance for Transparency and Regularity

By Greg Rodger on May 10th, 2023

It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....

7 Obstacles in Generating Continual Wealth

By Greg Rodger on March 23rd, 2023

Your wealth gives you and your family the freedom to pursue your goals; however, accumulating it requires diligence, focus, and patience. For this reason, it isn’t something investors want to do twice! The global marketplace is currently treading...

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...

The Obstacles in Creating Sustainable Wealth

By HighView Financial on April 7th, 2022

Your wealth gives you and your family the freedom to pursue your goals; however, accumulating it requires diligence, focus, and patience. For this reason, it isn’t something investors want to do twice! The global marketplace is currently treading...

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