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By Mark Barnicutt, MBA, FCSI, CFA According to various estimates, there are currently approximately 28,000 households in Canada with investable assets in excess of $10 Million. Although these households represent a very small portion of the total households in Canada (<1%), we believe that it’s a fast growing family wealth segment that is being driven by … By Dan Hallett, CFA, CFP When entering a marriage, it’s a bad sign if you start planning your exit before vows are ever exchanged. While many of life’s lessons extend to the world of investing, the exit strategy is a notable exception. Unlike in marriage, investors should spend more time contemplating their exit strategy to … By Dan Hallett, CFA, CFP The Ontario Securities Commission recently issued an order in the ongoing matter of Sextant Capital Management, a defunct hedge fund company. While the order pertained to a law firm wanting to remove itself from representing Sextant and its former principals, it reminded me that it’s too easy to overlook basic … By Mark Barnicutt, MBA, FCSI, CFA As an Outsourced Chief Investment Officer for affluent families, at HighView Financial Group, we frequently receive questions from our clients concerning our view about the use of insurance as an investment vehicle within client portfolios. At HighView, we do not profess to be experts when it comes to life insurance recommendations. Our role … World leaders and policy makers have been trying over the past 24 months to control the fallout from the Global Financial Crisis (GFC), circa 2008, and to revive economies across the developed world that are stuck in neutral. So far, success has eluded … 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 … By Dan Hallett, CFA, CFP Earlier this year, I wrote about how to gauge the sustainability of monthly income funds’ fat distributions so that investors and advisors could make better decisions and set realistic expectations. Since then, I’ve received a steady stream of phone calls and emails, mostly expressing concern over many funds. However, one … By Dan Hallett, CFA, CFP Real estate has long formed the core of investors’ hard asset exposure. Individuals and institutions invest in real estate for many reasons – i.e. diversification, cash flow and/or inflation protection. As with asset classes beyond the basic (stocks, bonds and cash), investors are challenged to implement what is a sound theory. Current … By Dan Hallett, CFA, CFP In the May 2011 issue of Investment Executive, I wrote about how I approach the analysis of complex products. In short, when analyzing products – particularly complex offerings – the most insight is often obtained via the simplest analysis. To illustrate, I tell the story of how I approached Portus … 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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