HighView Financial Group

HighView Financial Group

Investment Management Ca 14 employees
Employees
14
Contacts
3
Emails
3
Phones
1

HighView Financial Group Overview

Headquarters
Ca
Phone Number
Available in AeroLeads
Website
highviewfin.com
Industry
Investment Management
Employees
14
Founded
2005
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About HighView Financial Group

HighView Financial Group is a professional boutique investment counselling firm for affluent Canadian families and the Foundations they support. Acting as your outsourced Chief Investment Officer, we work closely with you and your other professional advisors to design, implement, and manage tailored wealth programs and investment strategies to protect your wealth and create long-term sustainability. We were among the first Canadian investment professionals to successfully implement the outsourced CIO model to the benefit of our affluent family clients and the foundations they support. As a fiduciary entrusted with the oversight of our clients’ wealth, we promise to: - Maintain absolute objectivity by not offering any proprietary investment products or any affiliation with third-party investment products - Remain focused on building your wealth and meeting your current and future funding requirement - Be completely transparent about our fees and costs and remain available to you We provide the peace of mind that comes with knowing someone is sitting on your side of the table and acts only in your best interests. -- When applying to HighView HighView Financial Group is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, HighView Financial Group will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview. We thank all applicants for their interest but only those selected for an interview will be contacted.

HighView Financial Group Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

HighView Financial Group Org Chart

Sample employees and titles
Name Title Contact
Loren Francis, Fcpa, Fca Vice President & Principal at Highview
Email
Sarina Senra
Email
Dan Hallett, Cfa, Cfp
Email Phone
Bethann Colle, Icd.d Corporate Director (and Retired!)
View

Employees by Management Level

Executive 3 profiles
Individual contributor 3 profiles
Director 1 profile
Manager 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 3 3 1
General 2 2 1
Finance 1 1 0

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