High Level Wealth Management - Edmonton, Alberta

Leanne J.

We highly recommend High Level Wealth for your financial planning and investing needs. Although we are newer clients, we’ve greatly appreciated the company’s culture of inclusivity, transparency, and professionalism. We’ve received a very detailed and thorough introduction to financial planning and investing, which has been so helpful for us as a younger couple. High Level Wealth is not a big, sales-focused organization like many investment firms and banks out there. They spend ample time to get to know and understand their clients, and help clients make informed decisions for their financial future, both short and long term. We look forward to continuing to work with High Level Wealth to build a solid financial plan and investment portfolio.

Rebecca B.

So grateful to have found Kent to help with our financial planning. He is professional and patient when answering our many questions. He is always well prepared for meetings and is extremely knowledgeable. I believe Kent has the best interests of his clients at heart and look forward to working with him for many years to come.

Tara

I am so grateful to have found High Level Wealth Management. Before I started working with Kent, I had just entered the full-time workforce after over a decade in post-secondary, and I needed a lot of guidance on how to plan for my future, ensure I had enough money for emergencies, and set a reasonable budget. Kent was extremely thorough, assessed my current finances, listened to my disjointed goals, and made sense of everything I tossed at him. He developed a detailed financial plan that worked for me and took the time to explain each component and answer ALL of my questions. He followed up regularly to answer questions and adjust my plan as my needs and goals changed, and he ran through a number of alternate scenarios with me to help me think through the "what ifs." (The online client portal at High Level Wealth is also superb. Great job there, too!)

Kent is dedicated, thorough, kind, and knows his stuff. He is very passionate about his approach to personal finance and investments and for good reason. I have recommended him to others already and will continue to do so.

Spencer K.

Adding High Level Wealth Management/Kent to my life was one of the best decisions I made in 2019/2020. As someone who found investments, budgeting, tax returns, and more very intimidating and frustrating, I feel very grateful to have Kent's help. He has this amazing ability of taking all the stress out of each project, whether it be choosing an investment portfolio or breaking down a financial plan, and he really takes time to make sure you understand everything that's being said. Kent will invest in you and make sure that you're taken care of. I strongly recommend Kent/High Level Wealth Management.

Kerry P.

Working with High Level Wealth Management (and specifically Kent) has been an entirely positive experience - and I don't see that changing! Kent is reliable, thorough, and well-informed and I trust him fully. I really appreciate his diligence and guidance in making sure I'm making informed decisions about my finances.

Allison A.

Kent conducted a very thorough review of my complete financial picture. He is very good at explaining different aspects of managing my personal finances. The software combining everything in one place is very useful. After discussing with him I felt confident in making decisions about investing my money and like his evidence-based professional approach. He has just completed my tax return which is a very useful service as taxation considerations are an important part of the whole picture. Having a well thought out financial plan, thanks to Kent, has meant I have been able to ride out these turbulent financial times without distress.

Christine M.

We hire coaches to help reach fitness goals – Kent is the ultimate coach to help reach financial goals. Knowing how to best plan, invest and think strategically about our family’s financial picture is something that we found overwhelming – and that was often ignored as we didn’t know where to start. With Kent’s professional and knowledgeable expertise, he helped organize our taxes, advise on strategies and guide us step-by-step. Kent is very easy and responsive to deal with and we appreciate his evidence-based approach and clear communication style. The online tools are easy-to-use and keeps everything organized. We highly recommend Kent and High Level Wealth Management and will continue to use his services. Thank you, Coach Kent!

Anushka J.

I feel very lucky to have found High Level Wealth. It's been an invaluable resource for all my financial planning needs. I had recently set up a small business for my consulting job and was looking for guidance on how to plan my finances. From retirement and tax planning, budgeting, long term financial goals, investing, and various considerations in setting up a small business, Kent has been there every step of the way. He's helped me navigate complex decisions by thoroughly researching at times daunting material and explain it to me in a very concise and easy to understand manner. Kent is a great communicator, and he arms you with the best information possible so you can make prudent financial decisions based on your personal circumstances.

I appreciate Kent’s transparency and honesty, which has really helped us build a trustworthy relationship over the past few years. In addition to all this, his passive investment philosophy and evidence-based approach to portfolio management really aligns with mine. His approach to investing, being a registered Advising Representative and CFA® charterholder, and his many years’ experience investment industry gives me the comfort and confidence that my investment portfolio is carefully considered and tested against robust models for sustainable long-term growth.