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).