Assad Wealth Management

Assad Wealth Management At Assad Wealth Management we specialize in Investment, Retirement, Estate, Cash Management, and Tax Planning

Canada Wide Virtual Financial Planning

Hash Assad, Investors Group Securities Inc. At Assad Private Wealth Management, our mission is to provide comprehensive financial advice that will help you grow and sustain your wealth. With a focus on high-net worth individuals and families, we provide personalized solutions and tailor our approach to every client’s unique circumstance and objectives. From our initial meeting through to retiremen

t and legacy planning – we’ll ensure your plan aligns with your values and adapts to life’s journey, so you can achieve your goals with confidence and peace of mind. Disclosure: https://www.investorsgroup.com/en/legal/disclaimers

New partnership: IG Private Wealth Management × LegacyNexCanada is in the middle of one of the largest intergenerational...
09/01/2026

New partnership: IG Private Wealth Management × LegacyNex

Canada is in the middle of one of the largest intergenerational wealth transfers in its history. IG Wealth Management research shows more than $1 trillion is expected to move between generations over the coming decade, and that two in three Canadians have not put an estate plan in writing.

But for many families, the harder question isn't financial. It's how to pass along the values, experiences, and judgment that shaped a life's decisions.

That's why IG Private Wealth Management has partnered with LegacyNex to offer clients the Human Inheritance™ collection.

What LegacyNex offers:

A Human Inheritance™ is a professionally guided conversation that becomes a permanent family record. It includes:

→ A guided legacy conversation: roughly two hours, professionally led, exploring the experiences, decisions, and lessons that mattered most
→ A professionally written hardcover legacy book: your story, structured and edited by writers
→ A studio-edited audio recording: preserving not just what you said, but your voice and tone
→ Private, secure delivery: collections are created for one family and shared only with those they choose

Contact us to know more: assadwealth.ca/contact

We love hearing from our clients and learning about their experience working with us. Our goal has always been to go abo...
09/01/2026

We love hearing from our clients and learning about their experience working with us. Our goal has always been to go above and beyond, not only in helping you grow and protect your wealth, but in building a genuine, long term relationship. Here's what our clients are saying.

08/31/2026

What separates founders who succeed from those who fail? It's not the idea.

Abdul Haseeb Basit — Co-Founder of Elipses, CFO of Global Digital Finance, and Chair of the Muslim CEOs Collective — joins Hash Assad and Sh. Navaid Aziz to name the two real predictors: a burning desire to make it work, and a founding team that actually gels.

Entrepreneurship has more troughs than peaks. Without resilience, the tough times destroy the business. And most good ideas that fail? They fail because the founders never gelled.

🎧 Listen to the Full episode: https://www.assadwealth.ca/balance-abdul-haseeb?

What's been the hardest trough in your founder journey? Let us know below 👇

08/28/2026

🏆 Winner — Advisor Team of the Year (Under 10) | Wealth Professional Awards

I realized I never properly explained what we won, so here it is.

The Wealth Professional Awards are the Oscars of the Canadian wealth management industry, and this year our team took home Advisor Team of the Year in the under-10 category — competing against some incredibly talented, much larger teams.

Three thank-yous:

→ Wealth Professional, for recognizing work our team has been doing for close to two decades.
→ Our clients, who for 22 years have trusted us with their wealth and financial planning. That trust is the whole business.
→ My team. My philosophy is simple: hire exceptional people, don't micromanage them, and let them lead. They deliver excellence every single day.

And this isn't the first one. Last year we won Advisor of the Year – Responsible Investments, following our work helping launch the Mackenzie fund that allows investors to grow their wealth without compromising their faith.

Two awards. One incredible team.

New on the blog: A will versus an estate plan — what's the difference?Only 48% of Canadians have a will. Just 15% have a...
08/17/2026

New on the blog: A will versus an estate plan — what's the difference?

Only 48% of Canadians have a will. Just 15% have an estate plan.

Most people assume those are the same thing, or that "estate planning" is only for the wealthy. Neither is true.

A will directs who receives your assets after you're gone. An estate plan protects your wealth while you're still here: powers of attorney, trusts, assets that pass outside your will, and tax strategies that reduce what your beneficiaries lose to the CRA.

If you only have a will, there may be gaps worth reviewing.

🔗https://www.assadwealth.ca/insights/a-will-versus-an-estate-plan-whats-the-difference

What will it actually take to build a thriving Muslim economy?New episode of Balance — Hash Assad and Sh. Navaid Aziz si...
08/15/2026

What will it actually take to build a thriving Muslim economy?

New episode of Balance — Hash Assad and Sh. Navaid Aziz sit down with Abdul Haseeb Basit, Co-Founder & Principal of Elipses, CFO of Global Digital Finance, and Chair of the Muslim CEOs Collective. He's spent 25+ years at the intersection of finance, technology, and community.

Inside the conversation:
→ Why the Muslim CEOs Collective exists — and why community among Muslim founders matters
→ What angel investing really involves, and lessons from backing founders through Madinah Angels
→ Where Islamic finance is genuinely heading, past the buzzwords
→ The real barriers facing Muslim startups, and the resources founders should know about
→ The capital structures the ummah needs for generational wealth, not just survival

🎧 Listen to or Watch the full episode: https://www.assadwealth.ca/balance-abdul-haseeb

Address

Suite 202, 110 Country Hills Landing NW
Calgary, AB
T3K5P3

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+14037272807

Website

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