Loren Francis was featured in this Investment Executive article on December 14, 2020 Read more...
When it comes to philanthropy and charitable giving, do you have a random approach to giving, or a strategic approach to giving? Do you only give when asked or are you deeply passionate about a particular cause? Do you give on a local, national or international level? Do you give to be social and attend galas and golf tournaments? Or are you fully engaged, and growing and learning by your... Read More
Loren Francis was featured in this Globe and Mail article on August 24, 2020 Read more...
Loren Francis was featured in this Financial Post article on July 13, 2020 Read more...
It is no surprise that companies and their investors are increasingly recognizing the importance of sustainability. Hardly a day goes by without discussion in the mainstream and the financial media about the impact of sustainability issues. Today many companies whose shares trade on public exchanges acknowledge their need to provide better disclosure of material Environmental, Social and... Read More
Whether saving for a rainy day or creating wealth for the benefit of the next generation, investing by its nature is about the future. At HighView we take a goals-based investment approach, and as wealth architects, we look to design an investment strategy that meets our clients’ goals for their future. Read... Read More
How does a company go bankrupt because of a forest fire? How does an investment grade company fall to junk status in a week? Just ask Pacific Gas & Electric (PG&E) how 2018 stacked up for them. What can we learn from this to be able to ask our investee companies the right questions? Read... Read More
Loren Francis was featured in this Golden Girl Finance article on November 19, 2020 Read more...
I was featured as an expert contributor in the the Journal of the Global Accounting Alliance. The article, titled “Make Up Your Mind”, discusses how indecision can seriously damage a leader’s credibility and reputation, and what leaders need to know to step up their decision-making skills and start making tough calls... Read More
This family story is the third of a series in which we discuss some of the common investment challenges families face and what ultimately led them to HighView. Here, we explore what can happen when one member of an affluent family assumes responsibility for money and investments, particularly surrounding the concerns that can emerge as that person ages. How long will they be able to maintain... Read More
In 2017, HighView proudly became a member of the Responsible Investment Association (RIA). HighView believes there is a fiduciary duty to invest prudently without taking undue risk. Incorporating Environmental, Social and Governance (ESG) standards into investment decisions to better manage risk and generate sustainable long-term returns makes sense. We believe ESG due diligence should be... Read More
HighView recently had two educational seminars, one in Oakville and one in Toronto, on the fascinating subject of Artificial Intelligence (AI). A Primer on Artificial Intelligence Human progress moves ever more quickly as time marches on. More advanced societies have the ability to progress at a faster rate, so it’s no surprise that 19th century humanity made far more advances than 15th... Read More
“We believe that considering material ESG factors as part of our investment decision-making process, with respect to both direct and indirect investments, along with other material investment factors is consistent with our fiduciary duty”. - UTAM There is a mind shift underway in the evolution of fiduciary duty in the world of investing: a move away from the old school thinking of... Read More
We are wealth architects whose sole purpose is to provide our clients with peace of mind by making their wealth sustainable. Goals-based investing is at the core of our investment philosophy, but historically this has not been the case for the majority of the investment industry. Instead, the investment industry and traditional asset management have been modelled on asset gathering and driving... Read More
“We will be known forever by the tracks we leave.” – Dakota Proverb On September 25th 2015, the United Nations (UN) with countries around the world adopted a set of goals to end poverty, protect the planet, and ensure prosperity for all as part of a new sustainable development agenda. As the UN believes, sustainable development is defined as meeting the needs of the present without... Read More