Company Summary
When we founded HighView Financial Group in November 2005, we set out to build an investment firm that was truly unique from the large financial institutions that dominate the Canadian wealth management industry. Specifically, we created an advisory firm where placing clients’ interests first to provide financial peace of mind was not a slick marketing campaign but actually a way of life that was professionally practiced & monitored on a daily basis.
To achieve this aspiration, we founded HighView on 8 core principles that have clearly defined our firm’s culture in the successful stewardship of our clients’ assets for over ten years. They are:
– Fiduciary Standard of Care
– Objectivity
– Transparency
– Goals-Based Portfolio Construction
– Volatility Mitigation
– Customized Consistency
– Qualitative Research
– Stewardship
Unique Value Proposition
From our years of experience successfully managing client wealth in asset management firms, we have designed the HighView Wealth Sustainability Process™, a proven, three-phased approach to create and sustain wealth: effective Stewardship, Investor Profiling and Asset Management.
Stewardship
The consistent execution of your investment plan is the support you can depend on. We help establish and work closely with investment committees and family stewardship councils to determine your financial needs, the right portfolio design, and provide the ongoing review and oversight to ensure your portfolio is continually aligned to your financial objectives and needs. We also work with your other key professional advisors to ensure that your total financial needs are fully addressed in an integrated manner.
As a fiduciary, we have instituted rigid safeguards to ensure we always act in the best interests of our clients, avoid all conflicts of interest, and ensure your money is protected. We do not hold or have access to your money – your assets are held with an independent respected custodian. We are paid on a fee for service basis and do not accept any referral fees, or have any stake in a related business that would create a conflict for our clients.
Investor Profiling
We spend considerable time getting to know all of our clients – whether they are a family, pension or endowment fund. This personal attention involves extensive exploration of your financial goals, anticipated needs and timelines, as well as your personal attitudes towards risk. This is the first critical step in tailoring a plan with the appropriate portfolio structure.
Asset management
We are wealth architects, designing portfolios that meet client needs based on their timeframes, investment objectives and risk tolerances. We carefully integrate all relevant design and ongoing support components including the allocation of your assets across both traditional and alternative investments as well as ongoing portfolio monitoring, reporting & client reviews against each client’s investment plan – as they are all highly interconnected. Our solutions incorporate the HighView Wealth Sustainability Process™. A key differentiator in our process is that we have established an internal investment committee to recommend and review expert investment managers who fit your needs.
AUM ($Bil)
1.0
Year Founded
2005
Key Personnel
Gary Brent, Chairman & Co-Founder
Mark Barnicutt, CFA, President, CEO & Co-Founder
Address
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8