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Tax Refunds Feel Good but Could Be a Sign of Poor Planning

December 23, 2022|Financial Planning|

As another year draws to a close, we will soon be turning our attention to our clients' tax returns. For many, the recurring annoyance of gathering documents and preparing [...]

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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 [...]

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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 [...]

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About

High Level Wealth Management Inc. is a registered portfolio manager providing independent, evidence-based investment management and financial planning services to residents of Alberta.

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  • 780-851-8088
  • hello@highlevelwealth.ca
  • 11212 99 Avenue NW
    Edmonton, AB T5K 0G8
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