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Impact of CRM Phase 2
The Client Relationship Model (Phase 2), “CRM2”, will drive radical changes to the Canadian financial advisory industry. On July 15th, 2016, investment advisors and firms will be required to...
CRM Phase 2 – History and Background
On July 15th, 2016 the Canadian financial advisory community will undergo a drastic change – a change that will shape its revenue model forever. This transformation will be a result of the...
CRM Phase 2 for Professionals
Do you know what to tell your clients? On July 15th, 2016 the Canadian financial advisory community will undergo a change that will shape its revenue model forever. This transformation – 20...
Pros and Cons of Robo-Advisors: Are They Here to Stay?
Much has been written about newer investment advisory firms that dispense advice through user-friendly websites, called Robo-Advisors. This new breed of advisory firms offers many potential benefits...
The History and Background of CRM Phase 2 [Video]
On July 15th, 2016 the Canadian financial advisory community will undergo a drastic change – a change that will shape its revenue model forever. This transformation will be a result of the...
Welcoming Adam Laird to the HighView Team!
We’re very pleased to announce that Adam Laird has joined HighView Financial Group as a Stewardship Counsellor. In this role, Adam will be focused on advising high net worth families about wealth...
Focus on meeting your goals not on investment debates
ETFs vs. mutual funds. Indexing vs. active management. Industry professionals and investors alike have staked their respective turfs on each of these issues with a level of passion usually...
How to Build Sustainable Family Wealth for Future Generations (and Why It’s So Difficult to Do)
You’ve worked hard to get where you are. You’ve built your wealth over time and now you want to ensure it will last for future generations. You already know how difficult creating wealth is, but...
