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

We love hearing from our clients and learning about their experience working with us. Our goal has always been to go abo...
06/02/2026

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.

Estate planning isn't just for retirees — and for business owners, a will is only the beginning.Most Canadian entreprene...
06/02/2026

Estate planning isn't just for retirees — and for business owners, a will is only the beginning.

Most Canadian entrepreneurs pour decades into building their business, yet only 9% have a written succession plan. That's a costly gap.

From minimizing your final tax bill (hello, $1.25M capital gains exemption) to setting up the right powers of attorney and structuring your will to avoid probate fees. Estate planning for business owners involves layers that salaried employees simply don't face.

Here are the 5 priorities every business owner needs on their radar:

✅ Succession planning
✅ Tax minimization strategies
✅ Business structure & shareholders' agreements
✅ Powers of attorney
✅ Single vs. dual will strategy

The earlier you start, the more options you have.

What an incredible moment for our team at Assad Wealth Management to be named an Excellence Awardee at the Wealth Profes...
05/27/2026

What an incredible moment for our team at Assad Wealth Management to be named an Excellence Awardee at the Wealth Professional Canada Magazine Awards for Advisory Team of the Year (Under 10 Staff).

We're truly excited and grateful. This reflects the work behind the scenes every day and the trust you continue to place in us.

Thank you for being part of the journey.

Full list here: https://lnkd.in/gxwqjNfD

05/26/2026

The Islamic world once funded universities, hospitals, and entire cities through a single concept: Waqf.

A perpetual endowment. An asset, land, a well, an investment, whose returns are dedicated entirely to charity, forever.

And here's what makes it remarkable from a financial lens:
→ The principal is preserved
→ The returns are charitable
→ The impact is perpetual

In modern terms? Think of it as an endowment fund, where dividends go entirely to a cause, indefinitely.

👉Watch this video to learn more

New Episode Out Now 🎙️What does the future of halal investing and Islamic finance look like?In this powerful conversatio...
05/22/2026

New Episode Out Now 🎙️

What does the future of halal investing and Islamic finance look like?

In this powerful conversation with Umer Suleman, Chief Risk Officer at Wahed , we discuss ethical wealth management, Sharia-compliant investing, waqf, financial screening rules, and the innovation shaping the next generation of Muslim investors.

From Wahed reaching $2 billion in assets under management to practical advice for Muslim professionals and entrepreneurs, this episode is packed with valuable insights on building wealth with purpose.

➡️ Listen or watch now: https://www.assadwealth.ca/balance-umer-suleman

Many professionals earn six figures yet still feel financially stretched. Why?Because high income alone does not create ...
05/21/2026

Many professionals earn six figures yet still feel financially stretched. Why?

Because high income alone does not create financial independence. Lifestyle inflation, concentration risk, taxes, and lack of liquidity can quietly keep high earners stuck in a cycle where more income still doesn't feel like enough.

True wealth is not about how much you make. It's about how well your financial structure works when life changes.

If you're focused on building long-term financial security, diversification, and independence, now is the time to review your strategy.

📧Reach out to learn how to build wealth beyond your paycheck.

Source: Forbes Finance Council — "Why So Many High Earners Feel Broke" by Anatoly Iofe

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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