Bank / Wealth / Trust

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HighView Financial Group

HighView Financial Group was formed in 2005 by Mark Barnicutt, Dan Hallett, and a group of experienced financial professionals who sought to build a firm...

HighView Financial Group logo

HighView Financial Group

HighView Financial Group was formed in 2005 by Mark Barnicutt, Dan Hallett, and a group of experienced financial professionals who sought to build a firm structured entirely around fiduciary counsel rather than product distribution. Based in Oakville, Ontario, the firm serves high-net-worth families and institutional clients across Canada but concentrates its practice in the Greater Toronto Area. The founding principle was explicit: charge for advice, not for transactions. The firm operates as an outsourced chief investment officer and portfolio design consultancy. Its coverage spans traditional public equities and fixed income, alternative assets including private credit and real estate, and structured products. HighView does not manufacture its own investment funds. Instead, it constructs bespoke portfolios using third-party investment managers, individual securities, and pooled funds. The firm runs a formal manager research and due diligence process that evaluates Canadian and global strategies. Public record indicates the team has advised on mandates involving private credit funds, real asset partnerships, and liquid alternatives. HighView's team includes roughly a dozen professionals split between advisory, research, and client service functions. The firm operates from a single office in Oakville. It is not part of a larger financial conglomerate, maintaining independence from banks, insurance companies, and fund manufacturers. The leadership group participates actively in Canadian investment industry committees and regulatory consultations, including the Ontario Securities Commission's advisory panels. In recent years, the firm has expanded its focus to include direct indexing solutions and tax-aware portfolio construction for taxable family accounts. HighView's structural differentiator is its compensation model: the firm accepts no commissions, trailing fees, or product-issuer payments. It is exclusively client-paid, aligning its economics with portfolio outcomes rather than asset gathering. That posture is uncommon among Canadian wealth managers, most of whom operate within bank-owned dealer networks or rely on embedded product fees. The partnership structure — Barnicutt and Hallett remain active principals approaching two decades of leadership — provides governance stability without external shareholder pressure.

General information

Firm type

Bank / Wealth / Trust

Year founded

2005

AUM

Undisclosed

Location

Region

North America

Country

Canada

City

Oakville

Corporate office

Oakville, ON, Canada

Principals

Mark Barnicutt

President & CEO

Dan Hallett

Vice President & Principal

Sector focus

Wealth Management

Frequently asked questions

Who runs investment decisions at HighView Financial Group?

President and CEO Mark Barnicutt and Vice President Dan Hallett lead the firm's investment committee. Both are founding principals who have been with the firm since its 2005 launch. The team operates a centralized manager research and due diligence function based in Oakville, Ontario.

How does HighView Financial Group source investment opportunities?

HighView does not originate proprietary deals or direct investments. The firm sources through institutional-caliber manager research, evaluating third-party fund managers across public and private markets. Its due diligence process screens Canadian and global strategies, with manager access coming through institutional channels, consultant databases, and industry relationships built over nearly two decades.

Is HighView Financial Group a single family office?

No. HighView is a fiduciary wealth management and investment consulting firm that serves multiple affluent families and institutional clients. It is not tied to a single family's wealth. The firm operates independently, without affiliation to a bank, insurer, or fund manufacturer.

Does HighView participate in fund commitments or only direct securities?

HighView constructs portfolios using a mix of individual securities, pooled funds, and private investment fund commitments. The firm evaluates and allocates to third-party managers across asset classes including private credit, real estate, and liquid alternatives. It does not manage in-house commingled funds.

What is HighView's known posture on co-investments alongside external managers?

HighView does not actively market a co-investment program and is not known to operate a formal co-investment vehicle. Its investment model centers on selecting and monitoring third-party managers rather than participating directly in deal-level co-investments.

How is HighView Financial Group compensated?

The firm operates on a fee-only, fiduciary model. It accepts no commissions, trailing fees, referral payments, or product-issuer compensation. All revenue comes from client-paid advisory fees, typically calculated as a percentage of assets under advisement. This structure is a core part of its differentiation from bank-owned wealth managers and brokerage firms in Canada.

What asset classes does HighView avoid?

HighView has not published explicit sector or asset-class exclusions. However, the firm's fiduciary model and manager-selection process favor strategies with transparent pricing, institutional governance, and verifiable track records. Highly opaque structures, products with embedded sales charges, and strategies with significant conflicts of interest are inconsistent with its stated philosophy.

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