Katherine Santos' Professional Contact Details

HQ
+1(905) 827-8540
Location
Mississauga, Ontario

Katherine Santos' Current Company Details

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 close...
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 HighViewHighView 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.
outsourced chief investment officer
family wealth management
wealth management
foundation asset management
fiduciary
investing
virtual family office
investment management
financial services

Katherine Santos' Work History and Education

HighView Financial Group
Business Service Administrator
2022 - Present
Office Solutions Store
Business Partner
2016 - Present
VIPKid
ESL Teacher
2021 - 2022 • 8 months
Landi English
ESL Teacher
2017 - 2021 • 4 years

Others Named Katherine Santos

Frequently Asked Questions about Katherine Santos


What company does Katherine Santos work for?

Katherine Santos works for HighView Financial Group.

What is Katherine Santos' role at HighView Financial Group?

Katherine Santos' role at HighView Financial Group is Business Service Administrator.

What is Katherine Santos' email address?

Katherine Santos' email address is k**@highviewfin.com.

What is Katherine Santos' business email address?

Katherine Santos' business email address is k**@highviewfin.com.

What is Katherine Santos' HQ phone number?

Katherine Santos' HQ phone number is +1(905) 827-8540.

What industry does Katherine Santos work in?

Katherine Santos works in the Investment Management industry.

Who are Katherine Santos' colleagues?

Katherine Santos' colleagues are Adam Laird, Cristina Botez, Gary Brent, Bethann Colle and more.
Vice President & Principal
Counselling Associate
Executive Chairman & Co-Founder
Corporate Director
Asset Management Consultant

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