High Level Wealth Management

Despite the threat of tariffs and trade wars looming early in the year, markets once again defied expectations in 2025 – buoyed by policy pivots and the enduring AI boom to deliver impressive returns across most asset classes. Read our latest Wealth Insights article for a recap of capital markets performance in 2025, our thoughts on what might lie ahead for investors in 2026, and a review of our firm highlights from the past year.

The Year in Review: 2025 • Wealth Insights • High Level Wealth Management How did capital markets perform in 2025 and what might lie ahead for investors in 2026?

With economic growth remaining steady in many parts of the world, inflation moderating, and central banks starting to reduce short-term interest rates, capital markets surprised by performing exceedingly well for a second consecutive year in 2024.

Read our latest Wealth Insights article for a recap of capital market performance in 2024, our thoughts of what might lie ahead for investors in 2025, and a review of our firm highlights from the past year.

The Year in Review: 2024 • Wealth Insights • High Level Wealth Management How did capital markets perform in 2024 and what might lie ahead for investors in 2025?

To best serve our growing clientele, we now have a dedicated in-person meeting space located in the Ritchie Mill. Of course, virtual meetings remain an option if you prefer that meeting format.

A New Meeting Space for In-Person Appointments • Wealth Insights • High Level Wealth Management View Larger Image A New Meeting Space for In-Person AppointmentsOctober 14, 2024|Company News| To best serve our growing clientele, please note that the address for in-person appointments has changed:Ritchie Mill 10171 Saskatchewan Dr NW Suite #106 Edmonton, AB T6E 4R5 Ritchie Mill We now have a ded...

Following an update to our long-term capital market assumptions we've also reviewed our model portfolios. What are model portfolios, how are they constructed, and why do we use them? Our latest Wealth Insights article answers these questions and outlines the expected return assumptions for our model portfolios going forward:

2024 Model Portfolios • Wealth Insights • High Level Wealth Management View Larger Image 2024 Model PortfoliosAugust 29, 2024|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. To achieve this, we conduct an annual review of our portf...

We are sometimes asked about our forecast for stock and bond returns. While we don't make any short-term predictions, each year we revise a set of long-term (i.e. 10+ years) capital market assumptions for a variety of asset classes. These assumptions help guide the construction of our model portfolios and are used in our financial planning projections.

Our latest return assumptions remain relatively stable when compared to last year, but read our latest Wealth Insights article for our detailed 2024 long-term capital market assumptions and to learn how they fit into our investment management process:

2024 Long-Term Capital Market Assumptions • Wealth Insights • High Level Wealth Management View Larger Image 2024 Long-Term Capital Market AssumptionsAugust 28, 2024|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. To achieve this, we conduct an annual...

Kent Akgungor, President and Portfolio Manager, recently had the opportunity to contribute to a story in the Toronto Star, discussing his experiences providing wealth management services to clients in the 2SLGBTQ+ community.

How the financial industry is striving to better serve the 2SLGBTQ+ community • Wealth Insights • High Level Wealth Management View Larger Image How the financial industry is striving to better serve the 2SLGBTQ+ communityJune 26, 2024|Linked Articles|At High Level Wealth Management we welcome all clients regardless of age, race, skin colour, religion, ancestry, place of origin, physical or mental ability, marital status, f...

Despite central banks continuing to hike interest rates throughout the first half of the year, the failure of multiple U.S. banks, and increasing geopolitical conflicts, capital markets surprised many by performing remarkably well in 2023.

Read our "Year in Review" for a recap of last year's capital market performance and our thoughts on what might lie ahead for investors in 2024.

https://www.highlevelwealth.ca/insights/the-year-in-review-2023/

#2023

The Year in Review: 2023 • Wealth Insights • High Level Wealth Management How did capital markets perform in 2023 and what might lie ahead for investors in 2024?

Following an update to our long-term capital market assumptions we've made some changes to our model portfolios including the addition of a new asset class. What are model portfolios, how are they constructed, and why do we use them? Our recent Wealth Insights article answers these questions and updates our portfolio return assumptions.

https://www.highlevelwealth.ca/insights/2023-model-portfolios/

We are often asked about our return expectations for stocks and bonds. While we don't make any short-term predictions, each year we revise a set of long-term capital market assumptions for a variety of asset classes. These assumptions help guide the construction of our model portfolios and are used in our financial planning projections.

Things are definitely looking up this year, but read our latest Wealth Insights article to learn more about our 2023 long-term capital market assumptions and how they fit in to our investment management process: https://www.highlevelwealth.ca/insights/2023-long-term-capital-market-assumptions/

After more than a decade of steady inflation, low interest rates, and attractive equity market returns, 2022 felt like the end of an era. Inflation spiked, central banks aggressively raised interest rates, and the debt-fuelled speculative investment party that kicked into overdrive during the pandemic came to an abrupt end. Read our full "Year in Review" to learn more about the year that was and what might lie ahead for investors.

The Year in Review: 2022 • Wealth Insights • High Level Wealth Management The Year in Review: 2022January 18, 2023|Market Commentary| View Larger Image After more than a decade of steady inflation, low interest rates, and attractive equity market returns, 2022 felt like the end of an era. Inflation spiked, central banks aggressively raised interest rates, and the debt-fue...

As another year comes to a close, it will soon be time to prepare your income tax return. Many taxpayers will be anticipating a tax refund this year, and while seeing a large deposit hit your bank account feels great in the moment, did you know that consistently receiving tax refunds could actually be a sign of poor tax planning?

Our latest Wealth Insights article discusses why repeatedly receiving tax refunds can be problematic and the simple tax planning steps that can be taken to improve your financial outcomes over time.

https://www.highlevelwealth.ca/insights/tax-refunds-feel-good-but-could-be-a-sign-of-poor-planning/

Tax Refunds Feel Good but Could Be a Sign of Poor Planning • Wealth Insights • High Level Wealth Management Tax Refunds Feel Good but Could Be a Sign of Poor PlanningDecember 23, 2022|Financial Planning| View Larger Image 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 a tax return...