Welcome

We are a registered portfolio manager providing independent, evidence-based investment management and financial planning services to residents of Alberta. We offer professional, trustworthy, client-focused service at a fair price.

Book a Free Appointment

Book a free introductory appointment to learn more about our investment management approach, understand our financial planning process, and get a clear explanation of our fees.

Meet Kent

Kent Akgungor founded High Level Wealth Management in 2019 after identifying a need for independent financial planning and wealth management services in Edmonton.

Prior to starting the firm, Kent spent more than a decade working in the institutional investment industry, with the last five of those years spent as a discretionary Portfolio Manager responsible for $550 million of fixed income investments at the City of Edmonton.

Kent graduated from the University of Alberta in 2006, earning a Bachelor of Commerce with Distinction and various academic awards. In 2010, he earned the Chartered Financial Analyst (CFA®) designation – considered one of the highest standards in the investment management profession – and in 2020, he successfully passed the Chief Compliance Officers Qualifying Examination.

Through his education and experience Kent has developed a wealth management philosophy based on academic research and historical evidence. He is a strong proponent of low-fee investment products with broad-market exposure and does not believe in the merits of active management (i.e. trying to “beat the market” through individual security selection or other forms of market timing).

What Does This Cost?

All of our services are provided as an integrated offering for a single, transparent fee, which is calculated as a percentage of the assets that we manage on your behalf.

Wealth Insights, our online newsletter, provides company news and articles on the topics of budgeting, financial planning, tax, insurance, and investments. The content is a combination of our own original writing and links to articles we think you’ll find interesting.

2022 Model Portfolios

July 17, 2022|Investment Management|

As a portfolio manager, our mission is to help clients allocate their money to investment portfolios that provide efficient risk-adjusted returns over the long-term. Given the ever-expanding list of potential investment products, how do [...]