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

Not every fortune comes from tech startups or flashy ventures. 💰Some of the most reliable cash flow comes from businesse...
10/26/2026

Not every fortune comes from tech startups or flashy ventures. 💰

Some of the most reliable cash flow comes from businesses nobody brags about at dinner parties: concrete barriers, parking lots, septic services. What they share is steady demand, low overhead, and very little competition from people chasing the “exciting” opportunities.

The lesson for investors? Boring often beats brilliant. Consistent, predictable income is one of the most underrated tools for building long-term wealth.

Which of these surprised you most?

10/25/2026

100 years. One city. Countless reasons to be grateful. 🍁

This week, Hash Assad and our team travelled to Winnipeg for IG Exchange 2026 to celebrate a century of IG Wealth Management. It was a time to look back on the people and the values that built this firm, and the trust families across Canada have placed in it for generations.

We left inspired, with full hearts and a deeper commitment to what matters most: helping our clients build the future they've been working toward.

Here's to the next 100 years. Thank you to everyone who made this milestone so memorable. 💙

We love hearing from our clients and learning about their experience working with us. Our goal has always been to go abo...
10/24/2026

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.

In this episode of Balance: Where Faith Meets Finance, we sit down with Samar Tariq to break down what it truly takes to...
10/19/2026

In this episode of Balance: Where Faith Meets Finance, we sit down with Samar Tariq to break down what it truly takes to align your financial goals with your values.

From starting out in conventional banking at JP Morgan, TD, and Citi to becoming a leader in faith-based wealth management, Samar shares invaluable insights on:

-Overcoming fear & guilt around managing money
- The future of Islamic Finance: ETFs, product innovation, and accessibility
- Building generational wealth through long-term consistency
- What true financial freedom looks like, and saying NO to debt traps

Whether you're just starting your investment journey this episode is packed with practical wisdom!

🎧 Watch/Listen to the full episode now: https://www.assadwealth.ca/balance-samar-tariq

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.

📖 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.

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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