HighView

HighView is an independent investment counselling firm dedicated to providing affluent Canadian entrepreneurs and families with clear, objective guidance.

[HighView @highviewwealth]

With big changes in the world, investors are left to wonder what’s at risk and what opportunity is available.

HighView’s @LorenFrancisFCA will be attending this week’s Challenge of Change Forum in BC this week to gain further insight on markets, policy & shifting power dynamics.

[HighView @highviewwealth]

Loren Francis shares her perspective on where AI fits in the wealth advisory business and where it doesn't. More efficiency means more time for what actually matters: genuine conversations about futures, families, and defining moments.

[HighView @highviewwealth]

A pension, $1.75M in RRSPs, and no clear plan to draw it down tax-efficiently. HighView's Ian Calvert breaks it down in the Globe and Mail. 

Read the Full Article Here: https://t.co/geJBwhyv8u

[HighView @highviewwealth]

The advice @DanHallett would give his younger self?
Start with the guaranteed 100% return sitting right in front of you.

If your employer offers a matching program and you're not maxing it out, you're leaving the best return you'll ever see on the table — before anything else.

[HighView @highviewwealth]

Investment manager selection starts with one question: can they deliver consistent performance?

But as @LorenFrancisFCA outlines, when a manager can also direct capital toward positive social and environmental outcomes, that's something worth paying attention to.
#EarthDay

[HighView @highviewwealth]

In this clip from the @advisorca podcast hosted by Kevin Press, HighView’s @DanHallett talks about what sustainable, responsible wealth management looks like — and the fiduciary standard that underpins everything HighView does.

[HighView @highviewwealth]

@LorenFrancisFCA explains how HighView works with business owners well in advance to map out multiple exit scenarios from their business —so when ready, they’re positioned to protect and maximize their wealth.

#WealthPlanning #Entrepreneurs #ExitPlanning #WealthManagement

[HighView @highviewwealth]

No more hunting for slips.  No more back-and-forth.  Tax season simplified.

Just one clean, digital tax package built for you and your accountant.  Hear more from Ian Calvert.

#HighView #TaxSeason #Simplified #ClientService #WealthManagement

[HighView @highviewwealth]

A financial plan isn’t something you set and forget.

In this clip from the @advisorca podcast hosted by Kevin Press, HighView’s @DanHallett shares why your plan should be treated as a living, breathing document—one that evolves as your life and goals change.

[HighView @highviewwealth]

Tax season doesn’t have to mean digging through drawers and chasing down paperwork.

At HighView, we simplify the process with one secure, organized digital tax package—so everything you  need is in one place, right when it matters most. Making life a bit easier for our clients.

[HighView @highviewwealth]

High income and pensions aren't always enough. Retirement readiness comes down to withdrawal strategy, tax planning, timing and potential inheritance. 

Read the Article (Subscription Required): 
https://t.co/5DdkvRUN9S

#HighView #WealthPlanning #FinancialFacelift #Retirement

[HighView @highviewwealth]

The biggest financial decisions often come after retirement is already secure.

This Financial Facelift shows how strategic wealth planning changes the conversation entirely.

🎥 Watch the full breakdown on YouTube: https://t.co/2JltbDv6oT

[HighView @highviewwealth]

Tax planning isn’t seasonal. It’s strategic.

@adamgelaird outlines how HighView thinks about tax efficiency year-round so when tax season arrives, everything is already in place.

One organized package. No scrambling.
#WealthManagement #TaxEfficiency #TaxPreparation #HighView

[HighView @highviewwealth]

Some of the most meaningful investments we make are in time with our families.

In this video, @LorenFrancisFCA shares why family vacations play such an important role in creating lasting memories with our kids.

#HighView #WealthManagement #FamilyFinances #Memories #MarchBreak

[HighView @highviewwealth]

Alternative investments can be powerful for the right type of investor.

Loren Francis shares her perspective on the role Alternatives can play in a portfolio in the Globe & Mail (Subscription Req'd): https://t.co/a3CZIZ8TD4

[HighView @highviewwealth]

March Break has us thinking about travel. ✈️
We asked a few members of the HighView team, Bianca and Amelia, to share their most memorable vacations.

What counts is making room for the moments that matter most.

#HighView #WealthPlanning #MakingMemories #FamilyVacation

[HighView @highviewwealth]

Many Canadians make costly RRSP mistakes, often simply due to a lack of planning.

HighView's Dan Hallett outlines some of the most common pitfalls and how thoughtful guidance can help investors make better decisions.

#HighView #WealthManagement #RRSPs #RetirementPlanning

[HighView @highviewwealth]

Interest rates are always a headline, but what affects them in this market?

@adamgelaird and @BenRabidoux break down the key forces shaping where rates could go next — from inflation trends to shifts in employment.
@EdgeREAnalytics
#HighView #WealthManagement #InterestRates

[HighView @highviewwealth]

Loren Francis of HighView will be speaking at the 2026 CHFA Investor Conference as a member of the Investors Inquiry Panel on March 4th.

HighView is honoured to be a sponsor of this year’s conference.

#HighView #CHFA #InvestorConference #ThoughtLeadership #CapitalMarkets

[HighView @highviewwealth]

At HighView, we are honoured to stand beside the women leading in business and in families.   

Loren Francis tells us about women who set strong foundations and a colleague who inspired her. 

Happy International Women’s Day.
#InternationalWomensDay #WomenInLeadership #HighView