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.
View Top Employees from HighView Financial GroupWebsite | http://www.highviewfin.com |
Revenue | $3 million |
Employees | 20 (20 on RocketReach) |
Founded | 2005 |
Address | 231 Oak Park Blvd, Unit 207, Oakville, Ontario L6H 7S8, CA |
Phone | (905) 827-8540 |
Technologies |
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Industry | Investment Management, Finance General, Asset Management, Wealth Management, Outsourced Chief Investment Officer, Finance, Financial Services, Family Wealth Management, Foundation Asset Management |
Web Rank | 7 Million |
Keywords | Highview Financial Group, F Class Funds, F-Class Mutual Funds Canada, Absolute Benchmark |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
Looking for a particular HighView Financial Group employee's phone or email?
The HighView Financial Group annual revenue was $3 million in 2024.
Greg Rodger is the Chief Investment Officer of HighView Financial Group.
20 people are employed at HighView Financial Group.
HighView Financial Group is based in Oakville, Ontario.
The NAICS codes for HighView Financial Group are [5239, 52, 52393, 523].
The SIC codes for HighView Financial Group are [628, 62].