HighView Financial Group

HighView Financial Group delivers customized investment management services, focusing on affluent Canadian families and foundations to preserve and enhance wealth through tailored financial strategies. Founded in 2005 and headquartered in Oakville, Canada, HighView Financial Group specializes in investment management for high-net-worth individuals and foundations. The firm has completed 2 deals, with its most recent round of funding occurring on February 23, 2021, when it raised USD 5. 9 mn from Urbana Corporation.

HighView has consistently focused on providing bespoke financial guidance without any recorded pivots or changes in operational strategy. HighView Financial Group specializes in providing tailored investment management solutions for affluent Canadian families and foundations. Acting as an Outsourced Chief Investment Officer, the firm designs and implements customized investment strategies to preserve and grow client assets. Their primary offerings include comprehensive portfolio management, strategically allocating investments to align with individual client goals and funding requirements.

The firm emphasizes transparency and objectivity, ensuring personalized attention to clients, particularly those with entrepreneurial backgrounds seeking expert wealth management advice. HighView Financial Group generates revenue through its portfolio management services, structured as management fees based on assets under management. Clients authorize HighView to manage their investments via contractual agreements, resulting in a fee structure reflecting a percentage of the managed assets. This model promotes ongoing relationships, allowing for continuous adjustments and oversight of investment strategies, with a focus on customized services and fiduciary responsibility in the high-net-worth market.

In February 2021, HighView Financial Group raised USD 5. 9 mn in venture funding from Urbana Corporation. This funding is expected to support the firm in expanding its investment offerings and enhancing service capabilities as it looks to deepen its market presence within Canada. The firm aims to introduce new tailored financial products tailored for its existing client base and is evaluating options for geographic expansion into other affluent regions within Canada by the end of 2023.