Ian brings over 10 years of wealth management experience to the HighView team. As Vice President & Principal, Wealth Planning, Ian works closely with our clients in the design and execution of their investment portfolio and personalized wealth...

Loren has worked in the capital markets for over 30 years as a relationship and portfolio manager and as an investment banker. Loren is a Fellow of the Institute of Chartered Professional Accountants of Ontario (FCPA/FCA), holds the Canadian...

Adam has over 15 years of experience in the Canadian wealth management industry. This experience has been predominately focused on affluent families, providing him a strong background for helping his clients organize and grow their assets smartly...

Dan Hallett is responsible for manager research, portfolio construction, and investment program design at HighView. With more than 20 years of industry experience, Dan is recognized as an investment expert. His views and opinions are regularly...

Greg Rodger has three decades of experience in the wealth management industry and has been with HighView since 2007. This experience has encompassed nearly every aspect of investment management, including both traditional and alternative investment...

Gary brings over 40 years of experience in the Financial Services sector. As Executive Chairman and Chief Strategist of HighView Financial Group, he is actively engaged in the following areas: The development of HighView’s business strategy and...