PODCAST · business
HighView Financial Group's Podcast
by 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.
Episodes
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Episode 7 : IPPs (Individual Pension Plans) - An Alternative to RRSPs.
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...
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Episode 6 : Preparing Your Business For Sale
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...
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Episode 5 : Enhancing The Quality Of Your Retirement Life
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...
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Episode 4 : Protecting Estates From The Breakdown Of Second Marriages
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...
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Episode 3 : Moving Up-Market
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…
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Episode 2 : It’s Not Always About Growth
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...
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Episode 1 - Facilitating Excellence In The Management Of Wealth
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...
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ABOUT THIS SHOW
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.
HOSTED BY
HighView Financial Group
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Frequently Asked Questions
How many episodes does HighView Financial Group's Podcast have?
HighView Financial Group's Podcast currently has 7 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is HighView Financial Group's Podcast about?
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...
How often does HighView Financial Group's Podcast release new episodes?
HighView Financial Group's Podcast has 7 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to HighView Financial Group's Podcast?
You can listen to HighView Financial Group's Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts HighView Financial Group's Podcast?
HighView Financial Group's Podcast is created and hosted by HighView Financial Group.
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