The HighView team has extensive and in-depth experience advising and participating on boards and investment committees of some of Canada’s leading foundations.
Meet the TeamGetting to know the foundation's current financial situation, mandate, and funding requirements.
Customized goals-based recommendations to achieve your objectives.
Working together towards a common goal and allowing the board or investment committee to delegate without relinquishing your fiduciary duty.
Achieving the foundation's goals and closing planning gaps.
Sustainability
At HighView, our clients benefit from our decades of capital market experience-based advice. We are a licensed portfolio manager that assumes the regulatory risk and fiduciary responsibilities for foundations desiring to have an effective and sustainable goals-based investment solution.
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.
Watch this video for an in-depth discussion of our founding principles and how they apply to our work with Canadian foundations.
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
