Investors are making a mistake if they assume that the information on their monthly investment statement is sufficient to allow them to determine how well their portfolio is being managed. Most statements are inadequate for this purpose. If...
The Wealth Steward Blog is HighView’s forum for facilitating dialogue in the management of wealth.
Here, you will find discussion of the latest topics and issues in the wealth management, asset management, and investment industries. Our in-house experts, along with regular guest contributors, provide their insight into financial subjects relevant to affluent Canadian families and the Foundations they support.