High Level Wealth Management provides independent, evidence-based financial planning and wealth management services to Edmontonians. Our wealth management philosophy is guided by academic research and historical evidence in the hopes of creating a structured and repeatable process. We are committed to transparency, straightforward pricing, and ensuring the alignment of interests between financial advisors and clients.

Portfolio management and trading of internal fixed income portfolios to maximize returns while controlling risks.Monitoring capital markets and performing on-going economic, financial, and quantitative analysis to develop and monitor appropriate investment strategies for the portfolios.Managing ongoing cash inflows and outflows applicable to the portfolios.Researching new investment opportunities based on new products, legislative changes, or market… Show more Portfolio management and trading of internal fixed income portfolios to maximize returns while controlling risks.Monitoring capital markets and performing on-going economic, financial, and quantitative analysis to develop and monitor appropriate investment strategies for the portfolios.Managing ongoing cash inflows and outflows applicable to the portfolios.Researching new investment opportunities based on new products, legislative changes, or market developments.Monitoring the activity of global capital markets and maintaining a good understanding of the Canadian fixed income markets and settlement conventions.Forecasting movements in interest rates and credit spreads. Show less

Support the Portfolio Manager – Short-term Investments with cash flow forecasting and investment of excess funds in money market securities.Support the Portfolio Manager – Fixed Income with portfolio analysis, advanced Excel modelling, meeting with dealer community and issuers, fixed income security and interest rate derivative trade execution, and compliance monitoring.Support the Chief Investment Officer with planning and execution of asset mix rebalancing, monitoring external… Show more Support the Portfolio Manager – Short-term Investments with cash flow forecasting and investment of excess funds in money market securities.Support the Portfolio Manager – Fixed Income with portfolio analysis, advanced Excel modelling, meeting with dealer community and issuers, fixed income security and interest rate derivative trade execution, and compliance monitoring.Support the Chief Investment Officer with planning and execution of asset mix rebalancing, monitoring external investment managers, reporting on fund performance and characteristics to Investment Committee and City Council, analyzing and forecasting investment earnings, and external manager recruitment. Show less