Assad Wealth Management

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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 retirement 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...
10/17/2026

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.

Is your household paying more tax than it needs to?Income splitting in Canada can help couples lower their combined tax ...
10/15/2026

Is your household paying more tax than it needs to?

Income splitting in Canada can help couples lower their combined tax bill. Learn how spousal RRSPs, TFSAs, and splitting up to 50% of eligible pension income can work
for you, whether you're working or retired.

đź“– Read more: https://www.assadwealth.ca/insights/income-splitting-in-canada

10/12/2026

This week, our IG Private Wealth Management North office came together for a Thanksgiving potluck, sharing homemade dishes, family recipes, and plenty of good conversation.

Moments like these remind us that the strength of our team is built on connection, and that same spirit guides how we care for our clients and their families every day.

Thank you to our team for bringing such warmth (and so many delicious dishes) to the table. From all of us, wishing you and your loved ones a happy Thanksgiving filled with gratitude and togetherness. 🍂 🧡

Alberta Bill 29: Can you get a private MRI or CT scan without a doctor's referral?Under Alberta's Bill 29, eligible Albe...
10/09/2026

Alberta Bill 29: Can you get a private MRI or CT scan without a doctor's referral?

Under Alberta's Bill 29, eligible Albertans may now be able to book certain preventive diagnostic imaging, including MRI, CT, ultrasound and X-ray, at participating private clinics without a physician referral.

Thinking about a private diagnostic test? Reach out to us to review your Benefits Plan.

👉 Swipe to know more before you book a self-referred scan in Alberta.

What an honour it was for our team to celebrate the launch of Fragments: Pieces of Me alongside one of our valued client...
10/08/2026

What an honour it was for our team to celebrate the launch of Fragments: Pieces of Me alongside one of our valued clients! ✨

At Assad Wealth Management, we believe our relationships go far beyond financial planning. It's about showing up for the people we serve and celebrating the milestones that matter most to them.

Watching Bimpe share her story with the world, and seeing a room full of people moved by it, was truly inspiring.

From the heartfelt readings to the powerful panel conversation, the afternoon was a reminder that every life is made up of pieces worth sharing. Congratulations Bimpe on this incredible accomplishment, and thank you for letting us be part of your journey. We can't wait to see where this story goes next! 🎉

Join us at@atlantichalalexpo 2026 in Halifax!Assad Wealth Management will be at the Atlantic Halal Expo on Friday and Sa...
10/06/2026

Join us at@atlantichalalexpo 2026 in Halifax!

Assad Wealth Management will be at the Atlantic Halal Expo on Friday and Saturday, November 6–7, 2026, at the Halifax Tower Hotel & Conference Centre. Visit our booth to learn how to plan your estate in line with Islamic principles and protect your family's future.

Our team will also be speaking in three sessions on Saturday, November 7, at 11:00 AM, 1:30 PM, and 3:30 PM

Whether you're starting your estate plan or have questions about Shariah-compliant wills, inheritance, and wealth management, this is your chance to get answers. Stop by, say salaam, and bring your questions!

📍 Halifax Tower Hotel & Conference Centre, Halifax, Nova Scotia

Assad Wealth Management is proud to be named Advisory Team of the Year (Under 10 Staff) at the 2026 Wealth Professional ...
10/05/2026

Assad Wealth Management is proud to be named Advisory Team of the Year (Under 10 Staff) at the 2026 Wealth Professional Awards🏆

This follows Hash Assad's 2025 win as Advisor of the Year – Responsible Investments, giving us two national awards in two years.

Thank you to our clients. This recognition belongs to you.

đź”—Read more: https://www.assadwealth.ca/insights/2026-advisory-team-of-the-year

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

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