Assad Wealth Management

Assad Wealth Management

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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

09/09/2026

Canadians relocating abroad often overlook one significant tax consequence: departure tax. When you sever residential ties with Canada, the CRA deems you to have disposed of your non-registered investments at fair market value on your date of departure, potentially triggering capital gains on assets you never sold.

Our latest article examines how deemed disposition applies, which accounts are exempt, how non-residency is determined, and the implications for CPP and provincial health coverage.

🔗Read the full article: https://www.assadwealth.ca/insights/departure-tax-in-canada-and-its-impact-on-your-investments

09/08/2026

Three seminars. One goal is to help you make financial decisions with confidence.

This November, Assad Wealth Management brings three community conversations to Halifax, Nova Scotia:

1. How to purchase your home the halal way - Sabeel Center - Nov 6
2. How to Create an Islamic Will - Ummah Masjid & Community Center - Nov 7
3. How to invest the halal way - NSICC - Nov 8

We will also be speaking at the Atlantic Halal Expo happening on Nov 6 & 7 at Halifax Tower Hotel & Conference Centre, with Hash Assad and Sh. Navaid Aziz.

👉Stay tuned; registration details are coming soon!

09/08/2026

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.

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

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.

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Location

Telephone

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