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By Mark Barnicutt, MBA, FCSI, CFA OVERVIEW: Philanthropy – or the giving of one’s time and/or money to the betterment of human welfare and advancement – is a thriving and growing element of Canadian society. Given our experiences in the Canadian wealth management industry, we find this to be especially true for affluent families, many … By Mark Barnicutt, MBA, FCSI, CFA THE EVOLUTION OF WEALTH MANAGEMENT CHOICE: Over the past twenty-five years, the proliferation of wealth management product has been unprecedented especially across both the investment management and life insurance segments. The benefit for the end wealth management client is that they truly have a full range of choice from which … By Mark Barnicutt, MBA, FCSI, CFA KNOW YOUR CLIENT: One of the basic tenets of individuals & firms who are registered with Canadian securities firms, such as broker-dealers and portfolio managers, is what is referred to as “Know Your Client“. KYC, as it’s commonly known, requires securities registrants to ensure that investment recommendations are ‘suitable’ for each client given … By Mark Barnicutt, MBA, FCSI, CFA THE CHALLENGES: With the globalization of capital markets over the last few decades, there has been a marked increase in the range and complexity of investment opportunities available to investors. In fact, the … 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 … 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 … By Mark Barnicutt, MBA, FCSI, CFA OVERVIEW: Every successful entrepreneur knows the business reality that Cash Flow Is King. In other words, the financial success of their company depends upon the people in their company effectively & efficiently harnessing the assets & resources of the company in order to generate Revenues that HighView Financial Group has recently published our quarterly portfolio strategy commentary for Fall 2011: HighView Compass. To read this report, please click here. By Mark Barnicutt, MBA, FCSI, CFA Overview: For years now, my close friends & family have always joked that I could easily be the all-time winner of the reality show, Canada’s Worst Handyman. I love building businesses but building furniture and repairing things around the house is a task that I prefer to outsource to … By Mark Barnicutt & Gary Brent We’re pleased to announce the upcoming release of our book called: The Wealth Steward: Preserving & Growing Capital With A Fiduciary Mindset Why Did We Write Our Book? While ‘The Wealth Steward’, in many ways, reflects and captures the business model we have developed for HighView Financial Group, the …   ----------------------- |
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