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HighView Financial Group
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HighView Financial Group is a professional boutique investment counselling firm for affluent Canadian families and the Foundations they support.
HighView Financial Group is a professional boutique investment counselling firm for affluent Canadian families and the Foundations they support.

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Regardless of the dynamics in your household, every family needs a financial plan. http://bit.ly/2L2J1t9

What All Modern Families Have in Common
What All Modern Families Have in Common
What All Modern Families Have in Common
financialplanningforcanadians.ca
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In many affluent families, one member of the family is often responsible for managing the money and investments. As they age, they gradually become concerned about how long they will be able to maintain this degree of guardianship and what would happen if they pre-decease their spouse. Sound familiar? Read on: http://bit.ly/2ualuAd

Transition from Self-Managing the Family’s Wealth to Ensure Financial Peace of Mind « HighView Financial Group
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In our experience managing family wealth over the past few decades, we have noticed seven roadblocks that can get in the way of investors making their wealth sustainable. In our blog, we review each one below and provide insights about how you can overcome them: http://bit.ly/2FaxPHY

7 Common Hurdles in Creating Sustainable Wealth
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[HighView Family Stories] Former Entrepreneur with Multiple Advisors in Need of Integrated Family Wealth and Succession Plan: http://bit.ly/2IhHEoi
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Why is a wealth plan important to a family? http://bit.ly/2KysJbp
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For families who build their wealth through entrepreneurship, the biggest worries are often ‘what ifs’. What if my money isn’t well managed? What if it doesn’t last? What if I have to rebuild part (or all) of it? You want to feel in control of the wealth you’ve worked so hard to create, which is why you need a plan and a portfolio designed to make your wealth sustainable over the long term.
If this sounds like you, read on… http://bit.ly/2IhHEoi

Former Entrepreneur with Multiple Advisors in Need of Integrated Family Wealth and Succession Plan « HighView Financial Group
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HighView's Ian Calvert gives expert advice in the Globe and Mail's Financial Facelift series. Read it here: https://tgam.ca/2lfkZQy

Couple interested in laying the groundwork for an early retirement
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Although market volatility isn’t something you can change, it is something you can prepare for with portfolios that are built to reflect your lifestyle ambitions, financial needs, and risk tolerances—helping you achieve your own goals and not arbitrary benchmarks. http://bit.ly/2s2HFHB

Mitigating Volatility to Create Sustainable Family Wealth
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Having a portfolio grounded by your tolerance to risk and driven by goals-based benchmarks will help provide long-term wealth sustainability and keep you feeling at ease, even in turbulent times. http://bit.ly/2s2HFHB

Mitigating Volatility to Create Sustainable Family Wealth
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Responsible Investing is changing the meaning of “fiduciary duty.” Do you agree? http://bit.ly/2HCHYOd

RI is changing the meaning of “fiduciary duty” | Investment Executive
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