The Wealth Steward (@wealth_steward) 's Twitter Profile
The Wealth Steward

@wealth_steward

The Wealth Steward is sponsored by HighView Financial Group.

ID: 121504496

linkhttp://www.highviewfin.com/blog/ calendar_today09-03-2010 18:15:59

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801 Followers

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Why should Alternatives be in your portfolio?  Context is key with a compelling perspective from by Robert Janson, co-CEO and CIO of Westcourt Capital, as he is interviewed by HighView’s Loren Francis. #HighView #AlternativeInvestments #AssetManagement #PrivateEquity

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In a The Globe and Mail Financial Facelift, HighView's Ian Calvert provides comprehensive financial planning advice to an aspiring retiree by structuring a tax efficient cash flow plan. Full Video here:  f.mtr.cool/qhkhdpsuga #HighView #WealthPlanning #RetirementPlanning

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Behind every great counsellor is a life that fuels them. For Loren Francis, it’s the mountains. Fresh air. Ski runs. Outdoor sports.  Connection to nature. When you’re energized outside the office, you show up sharper inside. #HighView #ElevatedPerspective #WealthManagement

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Community involvement is crucial to long-term success. Adam Laird shares what drives his commitment to community impact. Co-Founder of Leaders for Change, he’s seen firsthand how strong support networks create a lasting impact.  #Community #Oakville #Charity #LeadersforChange

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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

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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

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
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Interest rates are always a headline, but what affects them in this market? Adam Laird and Ben Rabidoux break down the key forces shaping where rates could go next — from inflation trends to shifts in employment. Edge Realty Analytics #HighView #WealthManagement #InterestRates

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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

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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

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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): theglobeandmail.com/investing/glob…

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): theglobeandmail.com/investing/glob…
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Some of the most meaningful investments we make are in time with our families. In this video, Loren Francis shares why family vacations play such an important role in creating lasting memories with our kids. #HighView #WealthManagement #FamilyFinances #Memories #MarchBreak

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

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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: youtube.com/watch?v=JlwvwI…

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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):  tinyurl.com/FinancialFacel… #HighView #WealthPlanning #FinancialFacelift #Retirement

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): 
tinyurl.com/FinancialFacel…

#HighView #WealthPlanning #FinancialFacelift #Retirement
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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.

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A financial plan isn’t something you set and forget. In this clip from the Advisor.ca podcast hosted by Kevin Press, HighView’s Dan Hallett shares why your plan should be treated as a living, breathing document—one that evolves as your life and goals change.

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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

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

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Investment manager selection starts with one question: can they deliver consistent performance? But as Loren Francis outlines, when a manager can also direct capital toward positive social and environmental outcomes, that's something worth paying attention to. #EarthDay

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The advice Dan Hallett 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.