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High Level Wealth Management
Su socio de confianza para la planificación financiera personalizada y estrategias de inversión en Edmonton.
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Business
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Su socio de confianza para la planificación financiera personalizada y estrategias de inversión en Edmonton.
High Level Wealth Management es una firma de asesoría financiera de primer nivel con sede en Edmonton, dedicada a ayudar a los clientes a alcanzar sus metas financieras con confianza. Dirigida por Kent, la firma ofrece servicios integrales que incluyen gestión de inversiones, planificación de la jubilación, elaboración de presupuestos y la preparación de impuestos. Conocida por su excelente atención al cliente, una comunicación minuciosa y un enfoque organizado, High Level Wealth Management adapta las estrategias a las necesidades individuales, haciendo que las decisiones financieras complejas sean accesibles y sin estrés. La firma atiende a personas en todas las etapas de la vida, desde profesionales jóvenes hasta aquellos que gestionan herencias, asegurando un futuro financiero seguro.
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Gestión de carteras personalizada y estrategias de inversión adaptadas a su tolerancia al riesgo y a sus objetivos.
Planificación integral para asegurar su futuro financiero y una jubilación cómoda.
Preparación experta de la declaración de impuestos incluida con la gestión financiera para optimizar sus rendimientos.
Planes financieros detallados y asistencia para presupuestar para alinearlos con sus metas de vida y emergencias.
Portal en línea para realizar un seguimiento fácil de sus inversiones, documentos y la comunicación con su asesor.
Calificación general
Corinne Mason
Kent is wonderful to work with. I came to him after a death in the family wondering how best to invest and build what was left to me. I had no prior experience in investing or retirement planning, and Kent took me through the process step-by-step without judgement and without rushing. Kent is super organized, has excellent communication skills, and always makes me feel confident in my financial future. I am really grateful to have him in my corner.
Rob Dyer
I am pleased that I chose High Level Wealth Management, to look after my investments. Kent is an exceptional professional, and has helped me organize my portfolio to match my needs. As income tax preparation is included in the financial management service, it is an important consideration that I appreciate. I would recommend High Level Wealth Management to anyone.
Kerry Precht
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.
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 Kryzanowski
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.
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