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.

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 [...]

Welcome to High Level Wealth Management

July 24, 2019|Company News|

This page was archived on March 5, 2021 and will not be updated. Refer to this article for up-to-date information. At the start of 2019, I left my comfortable government job of 13 years to begin a new professional journey. I spent the next six months researching the Canadian financial services industry, meeting with industry practitioners, testing out [...]