http://highviewfin.podomatic.com Welcome to “HighView Radio”! Where and why has the concept of loyalty left the wealth management industry? In our decades of experience in this business, we have never seen the degree of uncertainty and confusion that currently permeates the wealth management landscape; and it is not restricted solely to the clients. We are seeing many advisors and advisory firms rethinking their value propositions relative to meeting their clients’ needs and expectations. The historical foundation and future sustainability of the entire Global Wealth Management Industry is based upon earning and keeping the confidence and trust of our investor clients. To this end, the purpose of HighView Radio is to share “The HighView Story” and capture the dialogue amongst industry experts in order to facilitate excellence in the management of wealth. en-us podOmatic RSS Generator Tue, 27 Mar 2012 14:08:47 GMT no no HighView Financial Group Welcome to “HighView Radio”! Where and why has the concept of loyalty left the wealth management industry? In our decades of experience in this business, we have never seen the degree of uncertainty and confusion that currently permeates the wealth management landscape; and it is not restricted solely to the clients. We are seeing many advisors and advisory firms rethinking their value propositions relative to meeting their clients’ needs and expectations. The historical foundation and future sustainability of the entire Global Wealth Management Industry is based upon earning and keeping the confidence and trust of our investor clients. To this end, the purpose of HighView Radio is to share “The HighView Story” and capture the dialogue amongst industry experts in order to facilitate excellence in the management of wealth. <img src="http://assets.podomatic.net/mymedia/thumb/1390413/600x600_4815849.jpg" alt="itunes pic" /><br />For many business owner operators, funding an Individual Pension Plan (IPP) could be a more tax effective than contributing to and RRSP and result in greater income in retirement. Michelle Dickinson, CEO of Dickinson Carr, a firm that specializes in the set up and on-going monitoring of IPPs reviews what an IPP is, who it's right for and why, despite some changes in the recent Federal budget, IPPs remain a very attractive retirement funding alternative. For more information please visit Dickinson Carr's website at www.dickinsoncarr.ca http://highviewfin.podomatic.com/entry/2011-07-28T13_28_03-07_00 http://highviewfin.podomatic.com/entry/2011-07-28T13_28_03-07_00 Thu, 28 Jul 2011 20:07:35 GMT 2011-07-28 2011-07-28 http://highviewfin.podomatic.com HighView Financial Group 591 no For many business owner operators, funding an Individual Pension Plan (IPP) could be a more tax effective than contributing to and RRSP and result in greater income in retirement. Michelle Dickinson, CEO of Dickinson Carr, a firm that specializes in the set up and on-going monitoring of IPPs reviews what an IPP is, who it's right for and why, despite some changes in the recent Federal budget, IPPs remain a very attractive retirement funding alternative. For more information please visit Dickinson Carr's website at www.dickinsoncarr.ca <img src="http://assets.podomatic.net/mymedia/thumb/1390413/600x600_4815587.jpg" alt="itunes pic" /><br />With the demographic changes happening in Canada, many successful business owners are now looking to sell their business in order to provide a capital base from which to fund a retirement income. This podcast interviews Jordan Gould, CA, who is a Partner at SBLR LLP Chartered Accountants, a Toronto-based firm focusing on small and mid-sized privately-held companies. For more information on SBLR LLP, please visit their website at: www.sblr.ca http://highviewfin.podomatic.com/entry/2011-07-28T12_07_58-07_00 http://highviewfin.podomatic.com/entry/2011-07-28T12_07_58-07_00 Thu, 28 Jul 2011 18:40:12 GMT 2011-07-28 2011-07-28 http://highviewfin.podomatic.com HighView Financial Group asset,chief,counsellor,endowments,family,fiduciary,foundations,fund,investment,investments,managed,management,manager,multiple,mutual,officer,offices,outsourced,pension,plans,portfolio,programs,research,retirement,stewardship,wealth 500 clean With the demographic changes happening in Canada, many successful business owners are now looking to sell their business in order to provide a capital base from which to fund a retirement income. This podcast interviews Jordan Gould, CA, who is a Partner at SBLR LLP Chartered Accountants, a Toronto-based firm focusing on small and mid-sized privately-held companies. For more information on SBLR LLP, please visit their website at: www.sblr.ca <img src="http://assets.podomatic.net/mymedia/thumb/1390413/600x600_4729505.jpg" alt="itunes pic" /><br />So much effort in the wealth management industry is placed on helping families plan for sufficient investment assets that often times the softer/non-financial issues are not adequately addressed. This podcast interviews Rick Atkinson, President of RA Retirement Advisors, who specializes in pre-retirement planning in a practical and interactive manner. For more information on RA Retirement Advisors, please visit his website at: www.dontjustretire.com http://highviewfin.podomatic.com/entry/2011-07-07T16_48_44-07_00 http://highviewfin.podomatic.com/entry/2011-07-07T16_48_44-07_00 Thu, 07 Jul 2011 23:38:11 GMT 2011-07-08 2011-07-07 http://highviewfin.podomatic.com HighView Financial Group 1030 clean So much effort in the wealth management industry is placed on helping families plan for sufficient investment assets that often times the softer/non-financial issues are not adequately addressed. This podcast interviews Rick Atkinson, President of RA Retirement Advisors, who specializes in pre-retirement planning in a practical and interactive manner. For more information on RA Retirement Advisors, please visit his website at: www.dontjustretire.com <img src="http://assets.podomatic.net/mymedia/thumb/1390413/600x600_4421983.jpg" alt="itunes pic" /><br />With the rise of second marriages over the past several years, many Canadians are looking at how to protect their estate from the breakdown of second marriages. This podcast interviews, Adam Cappelli, Founder & Partner with Cambridge LLP, who has been practising estate & trust law for over twenty years. For more information on Cambridge, please visit their website at: www.cambridgellp.com http://highviewfin.podomatic.com/entry/2011-04-20T19_42_48-07_00 http://highviewfin.podomatic.com/entry/2011-04-20T19_42_48-07_00 Thu, 21 Apr 2011 02:32:00 GMT 2011-05-04 2011-04-21 http://highviewfin.podomatic.com HighView Financial Group 821 clean With the rise of second marriages over the past several years, many Canadians are looking at how to protect their estate from the breakdown of second marriages. This podcast interviews, Adam Cappelli, Founder & Partner with Cambridge LLP, who has been practising estate & trust law for over twenty years. For more information on Cambridge, please visit their website at: www.cambridgellp.com <img src="http://assets.podomatic.net/mymedia/thumb/1390413/600x600_4422013.jpg" alt="itunes pic" /><br />Many Financial Advisors desire to move their practice to dealing with investor clients with larger portfolio sizes. This podcast interviews Paul Rainford, Vice President & Director, with HighView Financial Group, who provides three decades of experience in working with Financial Advisors in helping them “move to the next level”. http://highviewfin.podomatic.com/entry/2011-04-15T11_14_33-07_00 http://highviewfin.podomatic.com/entry/2011-04-15T11_14_33-07_00 Fri, 15 Apr 2011 18:04:53 GMT 2011-05-04 2011-04-15 http://highviewfin.podomatic.com HighView Financial Group asset,chief,counsellor,endowments,family,fiduciary,foundations,fund,investment,investments,managed,management,manager,multiple,mutual,officer,offices,outsourced,pension,plans,portfolio,programs,research,retirement,stewardship,wealth 500 clean Many Financial Advisors desire to move their practice to dealing with investor clients with larger portfolio sizes. This podcast interviews Paul Rainford, Vice President & Director, with HighView Financial Group, who provides three decades of experience in working with Financial Advisors in helping them “move to the next level”. <img src="http://assets.podomatic.net/mymedia/thumb/1390413/600x600_4332886.jpg" alt="itunes pic" /><br />With the increasing global investment risks and the demographic shifts in Canada, many affluent families are changing their attitudes to how their financial wealth is managed. This podcast discusses the basis for this shift and the implications for Financial Advisors. To read this article on our blog, The Wealth Steward, please click here -http://thewealthsteward.com/2010/12/its-not-always-about-growth/ http://highviewfin.podomatic.com/entry/2010-12-22T20_02_55-08_00 http://highviewfin.podomatic.com/entry/2010-12-22T20_02_55-08_00 Thu, 23 Dec 2010 03:55:19 GMT 2011-04-15 2010-12-23 http://highviewfin.podomatic.com HighView Financial Group asset,chief,counsellor,endowments,family,fiduciary,foundations,fund,investment,investments,managed,management,manager,multiple,mutual,officer,offices,outsourced,pension,plans,portfolio,programs,research,retirement,stewardship,wealth 275 clean With the increasing global investment risks and the demographic shifts in Canada, many affluent families are changing their attitudes to how their financial wealth is managed. This podcast discusses the basis for this shift and the implications for Financial Advisors. To read this article on our blog, The Wealth Steward, please click here -http://thewealthsteward.com/2010/12/its-not-always-about-growth/ <img src="http://assets.podomatic.net/mymedia/thumb/1390413/600x600_4333336.jpg" alt="itunes pic" /><br />This podcast provides an overview of how HighView Financial Group works with the various professional advisors of clients – such as accountants, lawyers, actuaries – to create the integrated and holistic advice that so many clients are desperately seeking in the marketplace today. To read this article on our blog, The Wealth Steward, please click here - http://thewealthsteward.com/2010/10/facilitating-excellence-in-the-management-of-wealth/ http://highviewfin.podomatic.com/entry/2010-12-22T19_14_04-08_00 http://highviewfin.podomatic.com/entry/2010-12-22T19_14_04-08_00 Thu, 23 Dec 2010 02:22:11 GMT 2011-04-15 2010-12-23 http://highviewfin.podomatic.com HighView Financial Group asset,chief,counsellor,endowments,family,fiduciary,foundations,fund,investment,investments,managed,management,manager,multiple,mutual,officer,offices,outsourced,pension,plans,portfolio,programs,research,retirement,stewardship,wealth 215 clean This podcast provides an overview of how HighView Financial Group works with the various professional advisors of clients – such as accountants, lawyers, actuaries – to create the integrated and holistic advice that so many clients are desperately seeking in the marketplace today. To read this article on our blog, The Wealth Steward, please click here - http://thewealthsteward.com/2010/10/facilitating-excellence-in-the-management-of-wealth/