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“What Is Stewardship?”
“The Rest of the Story” – Upbeat Outcome or Not
"Canada’s pension funds: stronger returns, at a cost" (G&M April 5, 2010)
"The End of Fear"
"Where’s the best place to invest?"
21 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR
3 Types of Portfolio Reviews and Why They Matter
5 Important Steps for Downsizing Your Family Home [Video]
50 may be the new 40 but ETFs are the new Mutual Funds
6 Considerations for Affluent Families Forming a Family Foundation
7 Common Hurdles in Creating Sustainable Wealth
7 Obstacles in Generating Continual Wealth
7 Reasons for Changing Your Investment Advisor
7 Signs for when you should change your Investment Advisor
7 Warning Signs It’s Time to Change Your Investment Advisor
A balanced portfolio’s expected returns
A closer look at BetaPro’s dirt cheap ETF
A Deeper Dive: Investment Policy Statements for Families
A New Solution for Wealth: The Virtual Family Office
A sense of history helps to assess past performance
A sense of history will help to interpret small cap return rankings
A simple but successful actively managed portfolio
A Sustainable Approach To The Management Of Wealth
A Tale Of Two Advisors
A Virtual Family Office Solution: The Family Stewardship Council
Active or passive? Process, not politics, should drive choice of strategy
Actively managed ETFs; Protecting against rising rates
Adding value to ETF portfolios
Adding value to ETF portfolios; how money managers use ETFs; and panic over Greece
Advisor compensation: no fee model is free from potential conflicts
Advisor’s Alpha
Affluent Families Need an Integrated Family Wealth Plan
Alignment of Portfolio with Goals
All synthetic bond funds are not equal
AlphaPro Balanced ETF could have low fees for now
An Investment Fiduciary – The Integrity of Your Portfolio
Are MFDA Advisors Missing Out On ETFs
Are you chasing an investment celebrity or the superior money manager?
Artificial Intelligence: Embracing Disruptive Change for Business and Beyond
Assess Portfolio Risk First, Then Returns
Avoid these missteps to be a better investor in 2014
Back To Basics
Back To The Future – 12 Portfolio Management Principles To Survive The Current Bear Market
Bank loan funds’ mislabeling masks increasing risks
Be careful when comparing real estate fund returns
Be Clear On Your Goals, Avoid Wasting Capital, and Have Fun with Your Money
Bearish Sentiment
Beat Guldimann Has Joined HighView Financial Group’s Advisory Board
Beware of Advertisements for F-series Investment Funds
Beware of aggressive investment product marketing
Beyond the money: Is your family as well prepared as your estate?
Biggest controversy with financial advisor commissions has nothing to do with advisors
BMO Monthly Income sets the distribution bar unreachably high
BMO reins in fund distributions
Bond bears’ growl is all noise
Borrowing Money as an Affluent Family
Borrowing to invest in high-payout funds: a numerical example
Bradley emphasizes the importance of manager selection
Building A Solid Foundation For Foundations!
Building Sustainable Family Wealth For Future Generations
But The Client Never Told Me!
Buy local = saved jobs? Not so fast
CalPERS’ hedge fund decision offers important lessons
Canada Is Not Alone in Demanding Investing Transparency: Comparable CRM Global Regulations
Canadian fund fees revisited
Canadian regulators unlikely to ban commissions
Cannabis Stocks: Worth the Hype or Likely to Send Your Wealth Up in Smoke?
Challenges Facing Foundations Seeking Effective Asset Management (And the Solution!)
Changes at Saxon Stock could mean a less-stellar future
Chasing Madoff – The Documentary
Check up on financial advisors before hiring them – it’s easier than you think
Clarifying the Book Value mystery
Client Reporting for Wealthy Clients
Compass – HighView Fall 2010 Capital Markets Commentary
Compass – HighView Fall 2011 Portfolio Strategy Commentary
Compass – HighView Winter/Spring 2011 Capital Markets Commentary
Compass Capital Markets Update: ‘What’s Happening In The Markets?’
Comprehensive Portfolio Design Makes the Difference
Concerns with “Fund Facts” and “ETF Facts” Risk Ratings
Covered Call Writing: 101
Covered-call funds haven’t delivered the goods
Covered-call strategy offers no free lunch
Creating An Integrated Wealth Management Experience For Clients
Creating Disciplined Investment Structures For Ultra High Net Worth Families
Creating Sustainable Wealth
CRM2 Update – 2017 Is the Year for Positive Change
Cross-Border Estate & Tax Planning Seminar
Cryptocurrency: A Tool for Speculation, Not Investment
Dan Hallett & Associates Joins HighView Financial Group
Dan Hallett of HighView to Be a Panelist in OSC Roundtable on Discontinuing Embedded Commissions
Dan Hallett Quoted in The Financial Post
Dan Hallett Quoted in The Toronto Star
Dealing with lead manager changes
Debunking Beta
Debunking Common Investment Myths: Just Because It Sounds Cool, Doesn’t Mean It’s A Good Investment
Debunking Myths of the Investment Industry in Canada Video Series
Debunking the Investment Industry: Is Your Investment Portfolio Structured for Relative or Absolute Benchmarking? [Video]
Debunking the Investment Industry: Relative Benchmarking
Desperately seeking income
Did VenGrowth funds’ boards cast a wide-enough net?
Did VentureLink warn that ‘capital repayment’ feature was no guarantee?
Distribution rate does not equal yield
Do Dividend-Paying Stocks Offer Bear Market Protection?
Do financial advisors add value?
Do you feel lucky? Three Areas Aggressive Investors Should Consider Now
Do You View Your Invested Assets as a ‘Piggy Bank’ or a ‘Pay Cheque’?
Do-it-yourself investors must plan for investments after death
Does DALBAR really calculate investor returns?
Does dollar cost averaging boost or hinder performance?
Does Hoarding Cash Protect Investors from the Bear?
Don’t forget bonds
Don’t get too cozy with your investments
Don’t overlook the basics of hedge fund due diligence
Downsizing the Family Home – 5 Crucial Steps [Video]
Due Diligence Can Distinguish Good from Bad Money Managers
Enhancing The Quality Of Your Retirement Life
Ensuring Financial Peace of Mind: A HighView Family Story
Entrepreneurs Could Teach the Wealth Management Industry a Few Things
ETF industry mind-set: build it and they will come
ETF Sector Gains Mutual Fund Names
Expect more distribution cuts from monthly income funds
Explaining XIU’s bi-polar performance
Exposure, not speculation, should drive currency decisions
F-Class Funds: Trick or Treat [Video]
Facebook IPO separates investors from speculators
Facebook’s quasi-IPO raises regulatory & valuation concerns
Facilitating Excellence In The Management Of Wealth
Family Home – Downsizing with 5 Crucial Steps [Video]
Family Offices Reject Private Banks
Fees impact bond risk & return
Fiduciary Standards Would Protect US Investors: SEC Commissioner
Finances and Friendship
Financial planning and what its Not
Financial Planning Should Be Priority Before Investing
Financial Planning: How to Identify Opportunities & Concerns
Finding a professional financial advisor: a process-driven approach
Firing Your Underperforming Money Manager
Five Ways to Tell if You Deal with a Client-Centric Wealth Management Firm
Five years on – the lesson from market extremes
Flaws Of Managed Asset Programs
Focus on meeting your goals not on investment debates
Foundations and Proper Asset Management: The problems and the solution
Four things to keep in mind in this low-rate environment
Fund & ETF risk ratings didn’t prepare investors for the bear
Fund company marketing in high gear
Fund Facts a good start, but risk rating & suitability get thumbs-down
Fund risk rating change highlights need for reform
Funding The Pension Solvency Gap
Future of Family Wealth Preservation: Virtual Family Offices
Future Thinking is Portfolio Design
Generating Sustainable Wealth through Portfolio Monitoring
Get the Truth about Costs: Top 5 Questions for Investors to Ask Investment Advisors
Getting Back To Pension Plan Basics For Private Companies
Getting Real Value for Your Money
Getting Value from the Investment Management Fees You Pay
Go global instead of slicing & dicing your stocks by region
Goals –Based Investment Planning (Illusion to Reality)
Goals Based Planning Finding Favour Among Wealth Managers
Goals-based Investing: A Client-First Approach
Gold bulls should ask tough questions
Gold’s investment merit
Great Expectations: Are Investor Expectations Too Optimistic?
Group Retirement Plan Investment Approaches: IKEA or Leon’s
GrowthWorks launches battle for VenGrowth funds
Guidance for VenGrowth LSIF shareholders
Happy Holidays from HighView Financial Group
Happy Holidays from Highview Financial!
Happy Holidays to Our Valued Clients and Their Families
Happy Holidays to Our Valued Investors and Their Families
Has Market Volatility Increased?
Hedge Fund Redemption Provisions
Here’s How We Invested A Bundle In A Tiny ETF – And Did It Efficiently
High Impact Philanthropy You Can Experience
High Noon In Euroland
High-payout Funds Are a Cash Flow Mirage
Higher Rates – Not Bad for Bonds Longer Term
HighView Article In Benefits Canada
HighView Family Story: Former Entrepreneur with Multiple Advisors in Need of Integrated Family Wealth and Succession Plan
HighView Family Story: Retirement Plans Uncover Unclear Fee Disclosure by Investment Advisor
HighView Family Story: Transition from Self-Managing the Family’s Wealth to Ensure Financial Peace of Mind
HighView Financial Group in the media
HighView Strategic Capital Partner: Radar Capital Inc.
HighView’s Measurement of Investment Performance for Transparency and Consistency
HighView’s Measuring of Investment Performance for Transparency and Regularity
HighView’s 8 Founding Principles for Wealth Management [Video]
How Donald Trump’s Victory May Affect Your Investments
How HighView Measures Investment Performance for Transparency and Consistency
How to Achieve A Successful Transition of Family Wealth
How To Be Both Rich And Happy!
How to Build Sustainable Family Wealth for Future Generations (and Why It’s So Difficult to Do)
How to Identify Opportunities & Concerns
How to Preserve Capital
How to tilt the investing odds in your favour
How We Measure Investment Performance for Transparency and Consistency
How Will Our Money Be Managed: 21 Questions To Ask Financial Advisors
Illiquidity may be floating rate funds’ biggest risk
Income trust fans have no reason to cry
Income-generating funds, ETF proliferation
Industry risk rating failing investors of floating rate note funds
ING DIRECT resumes index fund spin-doctoring
Institutional Governance: Focusing On The Wrong Results
Insurers Warn: Don’t Let Wall Street Take Your Life … Policy
Integrated Wealth Management Advice for Affluent Canadian Families: Part 1 – A Brief History
Integrated Wealth Management Advice for Affluent Canadian Families: Part 2 – Are the Needs of High Net Worth Clients Met?
Integrated Wealth Management Advice for Affluent Canadian Families: Part 3 – Convenience vs. Competency
Integrated Wealth Management Advice for Affluent Canadian Families: Part 4 – The 5 Costs of One-Stop-Shop Wealth Advice
Integrated Wealth Management Advice for Affluent Canadian Families: Part 5 – A Different Approach
Investing for retirement
Investing like a minimalist can make you happier & wealthier
Investing Made Easy
Investing With Whole Life Participating Insurance For Affluent Families
Investment Counselling: Not A New Profession
Investment Policy Statements For Families
Investment Policy Statements For Families: The Breakdown
Investment Policy: The Blueprint Of Your Portfolio
Investors Need More Meaningful Risk Measures
Is Buy-And-Hold Dead?
Is HXT’s 8 basis point savings enough to lure investors?
Is the bond market flashing the recession sign? Should we care?
Is the old 60/40 portfolio dead?
IT Funding – 3 technology numbers every business leader needs to know
It is time to prepare for the bear
It Should All Be About The Investor Client
It’s All About the Process: The Key to Successful Investing
It’s All About Your Approach — Creating A Differentiated Client Investment Experience
It’s Not All About The Managers
It’s Not Always About Growth
Jack Bogle Says Industry Must Return To Stewardship Model
Join Us for the “Choose Your Alternative Wisely” Seminar in Toronto on March 2!
Join Us for Warren MacKenzie’s Session at The MoneyShow Toronto!
Keeping Investor Assets Safe – The Custodian’s Role
Know what correlation measures, and what it doesn’t
Know Your Fees
Learning About Drawdown
Learning to Identify Opportunities & Concerns
Lessening Volatility to Build Sustained Family Wealth
Lessons from the Past Several Years of Private Markets
Lest We Forget
Leveraging + High Payout Funds = Unhappy Ending
Liability Driven Investing
Long-Term Thinking: 1800-2013
Longevity Risks For Retirement Assets
Look past emerging markets bond funds’ sales pitch
Loren Francis Appointed to HighView Portfolio Strategy Committee
Low bond yields make for tough decisions
LSIFs and hedge funds with training wheels
Make Wealth Planning The First Step
Making sense of experts’ picks for your RRSP
Making Sense of Your New CRM2 Performance Report
Managed Accounts For Hedge Strategies – An Investor Friendly Alternative To Fund Of Funds
Management Expense Ratio: True Disclosure from CRM Phase 2
Managing Client Portfolio Risk
Managing Client Portfolios With A Fiduciary Mindset
Managing Portfolio Volatility In An Uncertain World
Managing The Conflicts
Market-linked GIC looks good on surface but fails scrutiny
Measurement of Investment Performance for Transparency and Consistency
Mitigating Investment Portfolio Volatility
Mitigating Volatility to Create Sustainable Family Wealth
Monthly Income funds’ payout sustainability – the sequel
More evidence that Canadian funds are not the world’s most expensive
Most stock markets still deep in the red
Mutual Fund Corporate Classes: Latest Trend Has Tax Benefits
Mutual fund critics missing the big picture
Mutual fund Point of Sale initiative
My 2014 New Year’s ‘financial’ resolutions
My C.I.O. – What Does A Chief Investment Officer Do?
Mystery Shoppers Reveal Challenges of Comparing Investment Advisor Fees in Ontario
New Rules Will Affect the Taxation of Canadian Life Insurance Policies
NFL champs’ owners ante up for the experience not the profits
No free lunch with ETFs, unless you’re a disciplined DIY investor
North American Securities Administrators Association Supports Fiduciary Standards
Odette School of Business Hosts Event: Chasing Bernie Madoff
One-Trick Product Ponies
Ontario Government’s Opposition to Client-Friendly Proposals Leaves Many Questions
OSC Reinforces View On Client KYC & Suitability Delegation
Outlook For Tech Stocks: What Lies Ahead For This Battered Group?
Overexposed: The Realities Of Single Investment Manager Concentrations
Overexposed! The Realities Of Single Investment Manager Concentrations
PART 1: A Family Office By Name Isn’t Always A Family Office
PART 1: How to Implement a Portfolio for an Affluent Family or Foundation
Part 1: Portfolio Monitoring
PART 2: A Family Office By Name Isn’t Always A Family Office
PART 2: How to Implement a Portfolio for an Affluent Family or Foundation
Part 2: Portfolio Monitoring
PART 3: A Family Office By Name Isn’t Always A Family Office
PART 3: How to Implement a Portfolio for an Affluent Family or Foundation
Part 3: Portfolio Monitoring How Should You Measure The Success Of The Portfolio And Why Is It Important?
PART 4: How to Implement a Portfolio for an Affluent Family or Foundation
Payouts Cut: Funds Fail To Clear Distribution Hurdle
Performance Fee Implications for Investment Fiduciaries
Performance reporting is advice industry’s biggest challenge
Phantom Yields: Popular Fund Dips Into Capital
Piling into U.S. stocks? Don’t Expect the Past Decade to Repeat
PIMCO Global Income Opportunities: enthusiasm vs reality
Planning First
Planning is a Living Document
Planning is not Selling
Portfolio Design is Crucial. Here’s Why.
Portfolio Design: How this Matters Greatly
Portfolio Design: Why its Crucial
Portfolio Reviews Matter
Portfolio Risk Controls For Affluent Families How Is My Portfolio Monitored After It’s Setup?
Portfolio Transparency
Powers Of Attorney Explained
Predictions, Stocks Markets & the Weather Rock
Preservation Of Capital With Responsible Growth
Preserving Accumulated Wealth
Preserving What's Been Accumulated
Private REITs require careful due diligence
Project Manager “Must Haves”: Choosing the right PM for a Successful Wealth Management System Implementation
Proper due diligence can counter the lure of triple-digit returns
Pros and Cons of Robo-Advisors: Are They Here to Stay?
Protecting Capital in Down Markets
Providing for Man’s Best Friend – Pet Trusts
Putting funds through the bear market test
Putting monthly distributions to the test
R.I.P. Peter Cundill
Reaching a Successful Transition of Family Wealth
Reaching Your Investment Goals
Reality Check: Clarington Canadian Income Faces High Hurdle
Rebalance for long-term risk control not to boost returns
Recap of the OSC Roundtable Discussion on Discontinuing Embedded Commissions
Redefining Risk: Unrealistic Expectations To Blame For Sentiment Shift
Reduced Fund Payout Is Good But Beware of Unsavoury Sales Pitch
Regulations Will Create Scalability Challenges for Canadian Robo-advisors
Regulatory Changes Driving Changes in Custodial Preferences for Affluent Families and Institutions
Regulatory initiatives may not solve this fee transparency problem
Resolve to improve your financial and investment life in 2021
Return Of The Investment Steward
Return Of The Pension Investment Fiduciary
Risk Management Controls for Affluent Family Portfolios
Safeguarding Accumulated Wealth
Savvy DIY Investors Must Plan For Succession
Season’s Greetings to Our Valued Investors and Their Families
SEC Report: Broker-Dealers Should Be Subject To Fiduciary Standard
Self-Inflicted Problems: Mutual Fund Industry Has Fought Investor-Friendly Reforms
Senior Investors & Suitability Panel Discussion
Seven Impediments to Sustainable Wealth
Should the number of bets affect confidence level in a manager’s value-added?
Should you follow your fund’s ‘star manager’?
Should you hold bonds in taxable accounts?
Simplicity is key to analyzing complex products
Smart Beta needs to come out of the closet
Some Advisors Behaving Badly with CRM2 on the Horizon
SPIVA Report Interesting but Misses Key Message for Investors
Star manager start-ups – due diligence considerations
Starting with the Right Portfolio Design Matters
Stewarding The Family Foundation
Stewardship for The Family Foundation
Stewardship: common sense not controversial
Stock pickers’ markets a myth for retail investors
Strategic Philanthropy: Many Paths to Choose Part 1: Designing A Philanthropy Strategy
Strategic Philanthropy: Many Paths to Choose Part 2: Philanthropic Ways to Give
Street Smarts
Structural risks of real property funds
Successful Transitioning of Family Wealth
Sustainable Wealth and the Importance of Portfolio Monitoring
Swinging for the fence is not a sustainable wealth strategy
T Series Funds: The Tax Efficiency Myth and Structural Risk
Tax Planning More Important Than Ever
Tax-friendly bond exposure
The 5 Elements That Determine Whether a Financial Advisor Is a True Fiduciary (According to Canadian Courts)
The active passive investor
The Architect & The Engineer
The Biggest Mistake Investors Make
The challenges of passive fee-based advice; market neutral funds
The changing face of income trusts, hedge funds, and T-series funds
The Client Dangers of Proprietary Investment Product Overload
The DC Pension Plan Investment Wilderness
The DOs and DON’Ts of Portfolio Rebalancing
The Fee’s Not The Fee: What’s The Real Cost Of Investment Management?
The Flaws In Canada’s Financial Adviser System
The Future For Hedge Funds
The Future: Trusteed Retirement Plans
The Goldman Sachs Impact On Private Wealth Management
The Goldman Sachs Letter – Also A Canadian Issue
The Great Reflation
The History and Background of CRM Phase 2 [Video]
The Importance of Client Investment Portfolio Monitoring
The Importance Of Investment Counselling
The Investment Industry Owes Its Clients Better Treatment
The ironic comfort of balanced funds
The Managed Asset Program Tune-Up
The Obstacles in Creating Sustainable Wealth
The Only Relevant Investment Benchmark
The Outsourced Chief Investment Officer (CIO) As Fiduciary Manager
The Piggy Bank vs The Pay Cheque
The Pros & Cons of Sector Funds
The relevance of YTM & the impact of rising rates
The Ride To Your Investment Goals
The Roller Coaster Returns
The S&P 500’s Three Surprising Traits
The Services Of An Investment Fiduciary and Why it Matters
The shortcomings of Target Date Funds
The Signs of when to Leave Your Money Manager
The Unbundling Of Mutual Fund Fees Continues!
The unintended lifetime commitment
The Ups and Downs Of Performance Incentive Fees
The upside of manager turnover
The Value Of An Independent Corporate Trustee For Institutional Clients
The Virtual Family Office Structure
Think Twice before Replacing Your “Risky” Bonds with “Safe” Stocks
Thinking Client-First: Goals-based Investing
Thinking Risk Before Return
This fund is unlikely to sustain its newly-lowered monthly payout
Thoughts on Recent Global Events
Three Reasons I’ve Never Recommended A GIC – And I’m Not Starting Now
To Halve and To Hold: What To Do With Decimated Tech Investments?
Toward A New Science Of Private Client Psychology
Transparency Is An Investment Steward’s Best Friend!
Trend of decreased transparency a lose-lose
True Portfolio Transparency: The Complete Unbundling of Service Providers and Their Fees
Trusteed Group Retirement Plans
U.S. bank failures lag economic & stock market bottoms
Understanding a True Fiduciary
Understanding Family Wealth Stewardship
Understanding Pool Funds [Video]
Understanding the Importance of Integrated Wealth Management
Understanding the Real Costs: Important Questions to Ask your Investment Advisor
Understanding Wealth Stewardship
Understanding Your Family Office Options
US Labor Department To Broaden Fiduciary Classification
Using Wealth Wisely: Control the Things You Can Control
Vanguard’s Canadian launch no guarantee of an all-out price war
VFO: The Future of Family Wealth Management
Viewing Invested Assets as a ‘Piggy Bank’ vs. a ‘Pay Cheque’
Virtual family office: 101
Volatility measures behavioural risk
Want lower fund fees? Vote with your wallet
Want to scratch your market timing itch? Try some disciplined rebalancing
We Avoided These Trendy Investment Themes – and Have No Regrets
Wealth Destroyed!
Wealth Planning is a Dynamic Document
Wealth Planning is a Dynamic Document
Wealth Planning Should Come First
Wealth Plans are Crucial for Prolonged Success of Affluent Families
Wealth Stewardship – 101
Webinar: ETF Portfolio Construction
Welcome To The Family Wealth Management Business
Welcoming Adam Laird to the HighView Team!
Welcoming Loren Francis to the HighView Team!
What Affluent Investors Are Desperately Seeking
What Does “Family Wealth Stewardship” Mean?
What Entrepreneurs Can Teach The Wealth Management Industry: Cash Flow Is King
What Is An Investment Fiduciary?
What Is the Impact of CRM Phase 2? [Video]
What Is Wealth Stewardship?
What the 2016 Federal Budget Means for High Net Worth Canadians [Video]
What the 2017 Federal Budget Means for High Net Worth Canadians
What The Term ‘Pension De-Risking’ Really Means
What the Wealth Management Industry Can Learn from Entrepreneurs
What Type Of Investor Are You? Return Seeker Or Risk Manager?
When Affluent Families Borrow Money
When are RRSP’s a Good Strategy
When It’s Time to Leave Your Money Manager
When Patience is Not a Virtue
When rebalancing, don’t try to catch the bottom
When to Change Your Investment Advisor: The Red Flags
Where to invest? Look at what makes you squirm.
Why A Corporate Trustee Is An Important Estate Planning Partner
Why Do I Need an Investment “Fiduciary”?
Why Engage The Services Of An Investment Fiduciary?
Why Hire a Professional Chief Investment Officer when You Can Just “Do It Yourself”?
Why Portfolio Monitoring Creates Sustainable Wealth
Why you Need a True Investment Fiduciary
XWD & XEM tracking errors much better than they appear

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