Wealth Insights

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.

Introducing Our Sustainable Investment Strategies

July 24, 2022|Company News|

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 [...]

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 we determine the composition of client portfolios and select the securities to include? Our portfolio construction process – something we review each year – consists [...]

2022 Long-Term Capital Market Assumptions

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 we determine the composition of client portfolios and select the securities to include? Our portfolio construction process – something we review each year – consists [...]

Commentary on Recent Capital Markets Performance

May 12, 2022|Market Commentary|

As emphasized in The Year in Review: 2021, we believe in passive investment management and therefore don't spend a lot of our time analyzing the economic cycle, worrying about current capital market valuations relative to our own estimates, or forecasting short-term returns for individual securities, sectors, or countries. Instead, we focus on establishing long-term (i.e. 10+ years) return assumptions [...]

The Year in Review: 2021

January 19, 2022|Market Commentary|

Before completely shifting our focus to 2022, we take a brief look back at some major milestones at High Level Wealth Management over the last year and review capital market performance. Firm Highlights In early 2021, High Level Wealth Management was granted registration by the Alberta Securities Commission in the category of Portfolio Manager. This was the culmination of [...]

Holiday Office Closure and Updated Disclosure Documents

December 15, 2021|Company News|

With the year end quickly approaching, we'd like to wish all of our clients a happy and healthy holiday season. Thank you for your patronage in 2021 and we look forward to working with you in the new year. Holiday Office Closure While we will be continuously monitoring client portfolios for any necessary investment actions (e.g. rebalancing trades and cash [...]

Financial Planning Checklist

June 27, 2021|Financial Planning|

When you initially become a client of High Level Wealth Management, there are a few tasks required to get you up and running. After providing you with access to My High Level Wealth (our secure online client portal), we'll start the process of creating your first financial plan, assessing your risk profile, determining a suitable investment portfolio for your [...]

Expanding Our Services to Include Investment Management

March 5, 2021|Company News|

In July 2019 we wrote an article introducing High Level Wealth Management. At that time our firm's focus was on providing financial planning and we partnered with an external portfolio manager to handle investments for clients. Over the course of the subsequent year, as we started working with a variety of clients, it became clear that we could offer [...]

Personal Finances During COVID-19

April 25, 2020|Financial Education|

With personal finances top of mind as a result of the many employment and economic impacts of COVID-19, Kent recently sat down for a video chat with Edmonton-based Realtor Sheldon Casavant to answer some important questions. Watch the conversation or read the transcript below: https://youtu.be/6e7PR-XQMig Sheldon: I'm Sheldon Casavant with Century 21 Masters, and thank you for watching.  I am [...]