The Goldman Sachs Letter - Also A Canadian Issue

By Mark Barnicutt, MBA, FCSI, CFA

Yesterday, Greg Smith published his infamous Op-Ed article in the New York Times titled, “Why I Am Leaving Goldman Sachs“.  In this article, Smith effectively states that Goldman Sachs has ‘lost it’s moral compass’ and puts its business’ interests ahead of its clients’ interests.  Although Smith’s article has garnered an …

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The Flaws In Canada's Financial Adviser System

By Mark Barnicutt, MBA, FCSI, CFA

OVERVIEW:

Recently, in the Report on Business of the Globe & Mail, there was an article titled, The Flaws In Canada’s Financial Adviser System.

This article stated that:

“In the investing industry, the line between what’s best for the client and what’s good …

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Getting Back To Pension Plan Basics For Private Companies

By Mark Barnicutt (HighView Financial Group), Allen Church (EvansMartin LLP) & Joe Nunes (Actuarial Solutions Inc.)

Private Companies & Defined Benefit Pension Plans:

The global financial challenges over the past several …

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Are MFDA Advisors Missing Out On ETFs

By Mark Barnicutt, MBA, FCSI, CFA

Today, there is an article in Advisor.ca, which discusses the range of investment options available for MFDA Investment Advisors, with a focus on ETFs, in servicing their clients.  To read this article, click here.

I was one of the wealth management industry professionals interviewed …

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The Importance Of Investment Counselling

By Mark Barnicutt, MBA, FCSI, CFA

Charles Ellis recently wrote an article in the August 2011 Issue of the Financial Analysts Journal titled, “The Winner’s Game“.

In this article, Ellis does a great job of outlining the key issues that face the global investment management industry as well as what he believes is a solution

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Chasing Madoff - The Documentary

By Mark Barnicutt, MBA, FCSI, CFA

Last night, I had an opportunity, along with some of my business partners, to watch an advanced Canadian screening of the documentary, ‘Chasing Madoff’.

I’ll disclose upfront that I know personally one of the ‘Foxfounds’ who chased Madoff for ten years – Frank Casey – who, as a long standing professional of the US …

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Keeping Investor Assets Safe - The Custodian's Role

By Mark Barnicutt, MBA, FCSI, CFA

I firmly believe that the accumulation of wealth for most people is primarily driven by the need for comfort, independence and their desire to pursue their goals and aspirations.   This applies equally to both family and institutional wealth such as group retirement plans, foundations & endowments. 

As the accumulation of such …

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Philosophies, Processes & Partnerships

HIGHVIEW FINANCIAL GROUP –> What Do We Do?

HighView Financial Group is an experienced investment counselling firm. Acting as an outsourced Chief Investment Officer, we design, implement and help manage tailored investment portfolios for our Advisors, Families and Institutions.

We manage the private wealth of affluent families, …

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The HighView Difference: Taking Away The Pain

By Mark Barnicutt, MBA, FCSI, CFA

In meetings with prospective clients and their professional advisors, we’re frequently asked, “How Is HighView Different?”.

In a landscape of so many investment advisory firms, it’s a great question.

The answer to this question is based upon the fact that we’ve intentionally organized our firm to be ‘different’ by uniquely addressing the eight …

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Thoughts on Recent Global Events

By Greg Rodger, CFA

It is likely difficult for any of us to truly comprehend the toll that the recent tragic events in Japan have taken on its people. Our thoughts and prayers are with them.

While in some ways it feels trivial and disrespectful to comment on the financial ramifications of these events when …

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