Expanding Our Services to Include Investment Management
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
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 [...]
Big Change Coming to the Calculation of Pension Commuted Values in Alberta
If you're one of the tens of thousands of Albertans currently owed a deferred public sector pension, you should be aware of a very important change coming on April 1, 2020. What is a deferred pension? A deferred pension arises when you stop contributing to a pension plan before you are entitled to start receiving benefits. Typically this occurs [...]
Freaked Out by the Stock Market? Take a Deep Breath.
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
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
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 [...]
A Recession Is Coming (Eventually). Here’s Where You’ll See It First.
It has been more than 10 years since the start of the 2008 global financial crisis and the United States has now experienced its longest economic expansion in history. While the passage of time doesn't create a recession all on its own, the longer this expansion continues the more people start to focus on when it might come to [...]
Welcome to High Level Wealth Management
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 [...]