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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 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 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 & 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 A. Barnicutt, MBA, FCSI, CFA The Historical Focus: Over the past three decades, institutional investors – such as group retirement plans, foundations & endowments – have gradually been lured into the erroneous belief perpetuated by the global wealth management industry that the relative investment performance of the assets that have been entrusted to their care, … Please click here to read an interim quarter update by HighView Financial Group which provides an overiew of the current volatilty that is happening almost daily in the global capital markets. 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 …   ----------------------- |
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