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By Mark Barnicutt, MBA, CFA Today, we had the opportunity to meet for an update with one of our investment managers: Dixon Mitchell. This Vancouver-based investment manager operates our Total Canadian Equity Mandate for our affluent families & institutional clients. We’ve had a long-standing relationship with Dixon Mitchell primarily because of the alignment of … By Dan Hallett, CFA, CFP I recently challenged gold bulls to ask themselves tough questions before devoting significant dollars to the yellow metal. A related topic – the investment merit of gold – was the topic of discussion on our panel on The Early Shift this morning on CBC Radio One (Windsor). During the … By Dan Hallett, CFA, CFP Many subscribe to the buy local = save jobs mantra as a solution to the prevailing economic malaise. While it’s intuitive, this notion that we only buy from our own city, province or country breaks down under closer inspection. This was the topic of the latest weekly round-table discussion on … By Dan Hallett, CFA, CFP My article in this morning’s Globe & Mail offers tips to help investors retain more of the performance available to them. As I jotted down the first tip – write down your investment goals – I found myself writing down something to the effect of, “…many academic studies confirm the benefits … By Dan Hallett, CFA, CFP Most financial journalists in Canada charge that the Canadian investment fund industry lacks the kind of price competition we often see in the U.S. industry. This is true. But like the people, Canadian investment fund price wars exist though they’re a little tamer. Interestingly, the latest launch by Horizons BetaPro raises … By Greg Rodger, CFA A recent article in Campden FB highlights a trend in Europe that we at HighView have been witnessing for many years in Canada. The article focuses on a study done of family businesses and their family offices in Europe and concludes that over one third do not feel that Private Banks are crucial … By Gary Brent & Mark Barnicutt, MBA, FCSI, CFA We co-founded HighView Financial Group in November 2005. Like all new business ventures, we’ve gone through a natural evolutionary process since our inception as we found our unique market niche as an Outsourced Chief Investment Officer. The purpose of this article is to provide an … By Mark Barnicutt, MBA, CFA “My advice to investors (who cannot give full time to a study of investments) is to seek out some trusted investment counsellor. The emergence of this new profession of disinterested investment analysts, who have no allegiances and whose job is to judge a security on its merits, is one … By Mark Barnicutt, MBA, CFA This article is focused on the need for Investment Advisors to customize the “investment ride” — the portfolio value ups-and-downs — that investor clients take with them. Specifically, so much of the global wealth management industry, despite the worst global financial meltdown in seven decades, continues to be focused on … By Dan Hallett, CFA, CFP A few weeks ago, I resurfaced my arguments against concluding that Canadian mutual fund costs exceed those of all other developed countries. This is turning into one of those perpetual debates. And while the industry – i.e. IFIC – has rarely been able to mount a unified response to …   ----------------------- |
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