BEYOND INVESTMENT

Website Accessibility Policy

At Highgate Group Inc., we are committed to ensuring digital accessibility for everyone, including people with disabilities. We believe in providing a positive experience for all visitors to our website, www.highgategroup.ca. This policy outlines our ongoing efforts to ensure an accessible online experience that aligns with Canadian accessibility standards and meets the diverse needs of our clients across Montreal, Ottawa, Toronto, and Vancouver.

Accessibility Standards

Highgate Group Inc. aims to comply with the Web Content Accessibility Guidelines (WCAG) 2.1, Level AA, established by the World Wide Web Consortium (W3C). WCAG 2.1 AA is recognized worldwide as a reliable standard for web accessibility and is referenced in Canadian accessibility laws.

Our Accessibility Goals

1.Perceivable Content: We ensure that content is available to all users, including those who rely on screen readers or alternative input devices. This includes providing text alternatives for non-text content and making our website adaptable to various technologies.

2.Operable Interface: We strive to design an interface that is easy to navigate using a keyboard and accessible to users with various mobility and cognitive impairments. We are also working to ensure that navigation is logical and predictable.

3.Understandable Content: Our aim is to present information clearly and concisely, making it easier for users to understand the content on our website, regardless of their level of digital literacy or cognitive abilities.

4.Robust Compatibility: Our website is built to work across different devices, operating systems, and web browsers. We continually test our website’s compatibility to provide a seamless experience across desktop, tablet, and mobile devices.

Ongoing Accessibility Efforts

To uphold our commitment, we have implemented the following measures:

•Regularly testing www.highgategroup.ca for WCAG 2.1 AA compliance.

•Engaging in training for our web development team to stay updated with accessibility best practices.

•Conducting user feedback sessions to identify and address any accessibility barriers.

•Monitoring and reviewing our accessibility policy annually to ensure ongoing compliance.

Feedback and Contact

Your feedback is invaluable to our accessibility efforts. If you encounter any difficulties accessing content on www.highgategroup.ca or have suggestions to improve our accessibility, please reach out to us:

Email: info@highgatefo.com

Phone: (514) 789-7140

Mail: Highgate Group Inc., 1 Place Ville Marie, Suite 1950
Montreal QC H3B 2C3, Canada

Future Improvements

Highgate Group Inc. is committed to continuous improvement. We will periodically review our website’s accessibility and make necessary enhancements to better serve all users.

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M: (647) 497-8819 

E:   ahantoumakos@highgatefo.com

Alex Hantoumakos is the Chief Compliance Officer at Highgate Group Inc., where he leads the firm’s compliance program, ensuring alignment with regulatory requirements and promoting a strong culture of risk management and ethical business practices. With more than 15 years of experience in investment management, he has a deep understanding of regulatory risk, governance frameworks, and advising on business initiatives, augmented by a comprehensive technical skillset. Known for a collaborative, solutions-driven leadership style, he seamlessly integrates compliance with business operations to support efficiency and long-term sustainable growth.

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W: (514) 396-0306 

M: (514) 690-2037 

E:   mzaino@highgatefo.com

 

Marco is a builder and a true entrepreneur at heart. He loves working with families that have complex financial situations, taking on the challenge of adding value and finding the right solutions. He takes a client-centered comprehensive approach towards our client relationships by utilizing a proven investment model, advanced planning techniques and exceptional client experience. With a diverse background, Marco brings a unique perspective and practical experience to the relationship, allowing for creativity and results. He is committed to building deep relationships with the clients we serve, often becoming their primary advisor for all major financial decisions.

 

Marco spent the first half of his career in the banking sector with Laurentian Bank Securities and National Bank Financial, where he provided investment management advisory to private clients. That allowed him to gain a deep appreciation for the unique needs of high net worth families. After moving to an independent investment broker dealer, Marco later joined Dundee Goodman Private Wealth as a producing Branch Manager, where he worked with advisors to deliver a 360 approach to client management. Following the acquisition of Echelon Wealth Partners in 2016 and driven by the desire to better serve family wealth, Marco decided to focus on the ultra-high net worth segment through the Quebec Immigrant Investor Program. This led to the creation of the Highgate Group.

 

A graduate of the John Molson School of Business at Concordia University in Finance, Marco pursued his education by completing an MBA at Queen’s University and Level I and II of the CFA curriculum. He is also a Fellow of the Canadian Securities Institute. A family business owner himself, he founded a successful private healthcare and wellness business that now has multiple locations within the city of Montreal. Marco sits on the Board of the West Island College Foundation, giving back to a cause that helped shape him as an individual and business executive.

 

Marco is married with two children. He still remains quite active and is an avid soccer player, having played at the highest levels of competition during his youth.

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W: (514) 396-0302

M: (514) 892-2619  

E:  tdelbalso@highgatefo.com

 

Tony has been an Investment Advisor for over 30 years, having begun his career with Prudential Securities in 1981. Tony is accredited in the securities, derivatives, and life insurance fields. He has acquired a wealth of investment knowledge to assist his clients in achieving their financial goals, primarily portfolio management and preservation of capital.

 

With many years of experience in the field, Tony brings an unmatched level of expertise to every one of his clients. Together with his ability to build personal relationships, Tony is both an advisor that you trust and a good friend.

 

Tony lives in Montreal with his family and enjoys playing golf at his club, The Royal Montreal.

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W: (514) 396-0303

E:   adecourcyireland@highgatefo.com

Andrew has 40 years of experience in the investment industry. Andrew started working as an investment advisor with McLeod, Young, Weir (now owned by Bank of Nova Scotia). His strong financial academic and educational background include a BA in Economics from the University of Toronto and the Certified Investment Manager (CIM) designation and recognition as a Fellow of the Canadian Securities Institute (FCSI).

Andrew strives to provide the guidance, education, and expertise clients need to develop a protected and growing investment portfolio. He has a wealth of experience helping clients achieve growth of their investments, and meeting their financial goals. His services:

      Business owners

      Foreign Exchange

      Individual Pension Plans

Working with a minimum account size of $500,000 Andrew takes a comprehensive approach to portfolio management that includes:

      Risk management

      Asset allocation

      Tax efficiency

For the highest level of financial integrity and services contact Andrew.