Canadian Western Trust offers extensive mutual fund research via HighView Financial Group
Vancouver and Toronto – June 10, 2010 – Canadian Western Trust Company (CWT) and HighView Financial Group (HighView) today announced that CWT will now offer web access to HighView’s independent mutual fund research and guided fund portfolio solutions via CWT’s online query tool, CWeb.
“We are very pleased to announce this new business relationship with HighView, who we believe are some of the most trusted and respected wealth stewards in the industry," said Rick Wood, Director of Business Development, Corporate and Group Services for CWT. “The timing of this new partnership also aligns with the one-year anniversary of CWT’s new office in Toronto.”
“HighView is thrilled to be working in partnership with CWT,” said Mark Barnicutt, President and CEO of HighView. “By combining CWT’s ‘best in class’ custodial platform with our mutual fund and fee-based portfolio, our investment solutions will have a unique advantage in the marketplace. It will also enable advisors on the CWT platform to further distinguish themselves.”
CWT has been offering retirement, trustee and custodial solutions to financial advisors, corporations and individuals for more than 20 years, and currently administers over $5.8 billion of assets. CWT’s reputation for demonstrating flexibility and responsiveness are points of pride within the business.
Based in Oakville, Ontario, HighView is a provider of independent investment fund research and investment support tools for Advisors in Canada. Every HighView partner has over 20 years of experience in managing their clients’ wealth. Collectively, they have been responsible for the management and stewardship of more than $100 billion of client assets in senior wealth management leadership roles at leading financial organizations.