High Level Wealth Management

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?

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...

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?