Wealth Insights

Wealth Insights is our online newsletter, providing company news and articles on topics such as budgeting, financial planning, tax, insurance, and investments. Published content is a combination of our original writing and links to third-party articles that we think you may find interesting.

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 [...]

Freaked Out by the Stock Market? Take a Deep Breath.

February 27, 2020|Linked Articles|

If you opened a newspaper, turned on the radio, watched TV, or browsed the web this week you probably noticed a few headlines like these: "Coronavirus Drives Down Stocks for 6th Day, Nearing a Correction" "Stocks Slide Toward a Correction as Virus Fears Show No Sign of Easing" "BREAKING: Dow plunges as many as 960 points" "TSX drops over [...]

Build Your Financial Foundation

December 30, 2019|Financial Education|

Are you interested in learning more about personal finance but unsure where to start?  Getting in touch with High Level Wealth Management is a great starting point since we work with clients of all ages and levels of financial experience. When we meet for your free introductory appointment, we'll spend some time assessing your financial knowledge and we adapt [...]

Information Needed for Financial Planning

November 23, 2019|Financial Planning|

This page was archived on June 27, 2021 and will not be updated. Refer to this article for up-to-date information. When you first become a client of High Level Wealth Management, there is some initial work required to get you up and running.  After setting up your client portal, we'll start the process of creating your first financial [...]