HighView Blog

Comprehensive Portfolio Design Makes the Difference

By Adam Laird on August 30th, 2023

In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety of options in front of you with sizes, amenities, and styles. The role of the architect is to design something that will be the right fit...

Sustainable Wealth and the Importance of Portfolio Monitoring

By Adam Laird on August 9th, 2023

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...

It’s All About the Process: The Key to Successful Investing

By Greg Rodger on July 26th, 2023

In today’s fast-paced financial markets, the allure of quick gains and overnight successes can be enticing, but it is crucial to remember that investing is a long-term journey, not a short-lived sprint.  As an investment professional,...

Wealth Stewardship – 101

By Mark Barnicutt on July 19th, 2023

Prudent Principles to Live By “Looking back, it feels like we made endless sacrifices for 30 years to create our wealth, and now we worry about preserving what we’ve built for ourselves, our children & our grandchildren.” Family Client of...

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....

Covered Call Writing: 101

By Dan Hallett on May 2nd, 2023

There are few investments that investors love more than those that spin out regular cash payments. One such strategy – Covered Call Writing – is attracting a lot of attention and investor dollars. Many investors view this strategy as generating...

7 Obstacles in Generating Continual Wealth

By Mark Barnicutt 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...

We Avoided These Trendy Investment Themes – and Have No Regrets

By Dan Hallett on March 14th, 2023

In 2016, the Philadelphia Federal Reserve published a paper of its study of the bankruptcy filings of individuals living in close proximity to the winners of large lottery jackpots. They found that when an individual wins the lottery, people in the...

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...

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