The Year in Review: 2024
After an impressive year for markets in 2023, it was reasonable to assume that 2024 would provide more moderate returns. However, with economic growth remaining steady in many parts of the world, inflation moderating, and central banks starting to reduce short-term interest rates, capital markets surprised by performing exceedingly well for a second consecutive year. Read on for a [...]
A New Meeting Space for In-Person Appointments
To best serve our growing clientele, please note that the address for in-person appointments has changed: Ritchie Mill 10171 Saskatchewan Dr NW Suite #106 Edmonton, AB T6E 4R5 Ritchie Mill We now have a dedicated meeting space in the Ritchie Mill, located in the Strathcona neighbourhood. We think this [...]
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, [...]