Getting to know your family's current financial situation, your wealth objectives, and your comfort levels.
Customized goals-based recommendations to achieve your wealth objectives.
Working together towards a common goal as detailed in your Investment and Wealth Plan.
May also include:
Achieving your goals and closing planning gaps for your family.
Peace of mind.
As a trusted Virtual Family Office and esteemed fiduciary portfolio manager, we abide by 5 valuable pillars that ensure a well-rounded and comprehensive approach to our client's wealth strategies.
Watch this video for an in-depth discussion of our founding principles and how they apply to our work with Canadian families.
Practical investment planning allows our clients to build sustainable assets that meet their evolving needs.
We are completely open about our portfolio structures, practices, and costs.
We do not have any of our own investment products or receive fees or payments except from clients.
We have a Iegal and ethical duty to put our clients’ interests first.
Every family’s path to HighView is unique, What will yours be?
Explore Family StoriesHere’s what you can expect at a complimentary discovery session with HighView:
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
