|
||||
|
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 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 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 & 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 … By Mark Barnicutt, MBA, FCSI, CFA The global debt crisis, particularly for governments in Europe & the United States, has created an environment of uncertainty that has led to a period of extreme capital markets volatility around the world. At HighView Financial Group, our view remains that it will take many … 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 … 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 Mark Barnicutt, MBA, CFA With the growing level of wealth in Canada, an increasing area of interest is the use of Private Foundations. In working with families, the topic of planned, philanthropic giving frequently arises in conversations. Although there are a variety of personal reasons for families wanting to establish such structures, two key questions are commonly … On January 1st, 2010, HighView Financial Group completed its acquisition of Dan Hallett & Associates Inc. (DHAI). Although the DHAI name has now been changed to HighView Asset Management Ltd., the DHAI people and services remain unchanged! Dan will continue to provide all …   ----------------------- |
 |
|||
|
|
||||
