2024 Model Portfolios
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. To achieve this, we conduct an annual review of our portfolio construction process, consisting of four main steps: Creating long-term capital market assumptions for various asset classes. Developing model portfolios with varying asset allocations to [...]
2024 Long-Term Capital Market Assumptions
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. To achieve this, we conduct an annual review of our portfolio construction process, consisting of four main steps: Creating long-term capital market assumptions for various asset classes. Developing model portfolios of varying asset allocations to [...]
How the financial industry is striving to better serve the 2SLGBTQ+ community
At High Level Wealth Management we welcome all clients regardless of age, race, skin colour, religion, ancestry, place of origin, physical or mental ability, marital status, family status, source of income, sexual orientation, gender identity, or gender expression. Kent Akgungor, President and Portfolio Manager, recently had the opportunity to contribute to a story in the Toronto Star, discussing his [...]
The Year in Review: 2023
Influenced by the events of 2022 – including the Russian invasion of Ukraine, high inflation, rapidly rising interest rates, and poor investment returns for both stocks and bonds – the general consensus at the start of 2023 was for another difficult year ahead and the inevitability of a global recession. However, despite central banks continuing to hike interest rates [...]
2023 Model Portfolios
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. To achieve this, we conduct an annual review of our portfolio construction process, consisting of four steps: Creating long-term capital market assumptions for various asset classes. Developing model portfolios with different allocations to these asset [...]
2023 Long-Term Capital Market Assumptions
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. To achieve this, we conduct an annual review of our portfolio construction process, consisting of four main steps: Creating long-term capital market assumptions for various asset classes. Developing model portfolios with varying asset allocations to [...]
The Year in Review: 2022
After more than a decade of steady inflation, low interest rates, and attractive equity market returns, 2022 felt like the end of an era. Inflation spiked, central banks aggressively raised interest rates, and the debt-fuelled speculative investment party that kicked into overdrive during the pandemic came to an abrupt end. Most asset classes experienced negative returns for the year, [...]
Tax Refunds Feel Good but Could Be a Sign of Poor Planning
As another year draws to a close, we will soon be turning our attention to our clients' tax returns. For many, the recurring annoyance of gathering documents and preparing a tax return is offset by the delight of receiving a sizeable tax refund. After all, who doesn't like seeing that nice deposit arrive in the bank every spring? However, [...]
Introducing Our Sustainable Investment Strategies
Today we are pleased to introduce two new investment strategies that incorporate sustainable investment principles into our portfolio construction process. Along with our Standard strategy, we will now be able to offer a range of investment options to better align client portfolios with client values. This article provides an overview of sustainable investment, outlines our approach to it in [...]