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WELCOME TO ASSAD WEALTH MANAGEMENT

Life is constantly changing, which is why you need a plan and a proactive advisor who can adapt to your evolving needs and goals. Assad Wealth Management provides comprehensive financial planning and investment services tailored to meet the diverse needs of Canadians.

Led by Hash Assad, our Division Manager who holds the CERTIFIED FINANCIAL PLANNER®️, RRC, and EPC designations and was honored with the Advisory of the Year 2025 award for Responsible Investments by Wealth Professional Canada, our team delivers personalized strategies that encompass retirement planning, tax efficient investing, and wealth preservation.

We also specialize in Halal Investing, ensuring that clients from the Muslim community can grow their wealth in a way that aligns with their ethical and religious values. With a strong commitment to transparency and integrity, we guide you toward achieving your financial goals with confidence and clarity.

At Assad Wealth Management, we help you create a holistic view of your wealth and your life.

Meet Our Team

Our Promise

  • Halal Investment Management

    Halal Investment Management

    Halal Investment Management guides investors to grow wealth while honoring Islamic faith and values. It avoids interest, gambling, alcohol, and tobacco industries, ensuring investments comply with religious principles. This approach combines ethical responsibility with financial rigor, helping Muslim investors build wealth responsibly and in line with their beliefs.
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  • Optimizing Your Retirement

    Optimizing Your Retirement

    Optimizing retirement involves a comprehensive approach that focuses on maximizing your savings, effectively managing risks, and ensuring a steady income throughout your retirement years. Essential strategies include diversifying your investments to balance growth potential with security, regularly reviewing your retirement plan to adjust for life changes and market conditions, and employing tax-efficient withdrawal methods to preserve your wealth.
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  • Estate and Wills Planning

    Estate and Wills Planning

    We provide comprehensive Estate and Wills Planning services designed to help you secure your legacy and ensure your assets are distributed according to your wishes. By working closely with you, we develop tailored strategies that address your unique family dynamics and financial goals, while also considering tax implications and legal requirements. This service offers peace of mind knowing that your estate is well-organized, your loved ones are protected, and your financial intentions are honoured efficiently and effectively.
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  • Tax-efficient Strategies

    Tax-efficient Strategies

    We create tax-efficient strategies designed to minimize your tax burden and maximize your investment returns. We analyze your financial situation comprehensively to structure your portfolio and income streams in a manner that leverages available tax credits, deductions, and deferrals. Whether you are investing for retirement, planning for estate transfers, or managing income-generating assets, our tailored strategies aim to optimize tax outcomes in compliance with Canadian tax laws.
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  • Business Succession

    Business Succession

    At Assad Wealth Management, we help clients plan business succession with strategies for smooth ownership transfer. We assess options like selling to family, key employees, or external buyers, considering tax and regulatory factors. Our tailored plans preserve business value, minimize taxes, and protect assets. We coordinate timelines, stakeholder communication, and legal/tax support for effective execution. For clients valuing Halal investing, we ensure compliance and peace of mind throughout the process.
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  • Charitable Giving - DAF

    Charitable Giving - DAF

    Our Donor Advised Fund at Assad Wealth Management offers a flexible and tax-efficient way for you to support your favourite charities. By contributing to the fund, you receive immediate tax benefits while maintaining the ability to recommend grants to qualified Canadian charities over time. This approach simplifies philanthropy, allowing you to make a meaningful impact at your own pace, with professional guidance tailored to your financial and charitable goals.
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  • Managing Cash Flow Efficiently

    Managing Cash Flow Efficiently

    Managing cash flow efficiently is essential for maintaining financial stability and achieving long-term goals. At Assad Wealth Management, we help you monitor and optimize your income and expenses to ensure you have sufficient liquidity for daily needs while maximizing opportunities for growth and investment. Our tailored strategies are designed to improve cash flow management, reduce unnecessary costs, and support sound decision-making for a secure financial future.
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  • Preparing for the Unexpected

    Preparing for the Unexpected

    We help in building a solid financial safety net to protect you and your family from unforeseen events. We work with you to develop personalized strategies that include emergency funds, insurance solutions, and risk management plans. This proactive approach ensures your financial goals remain on track, even when faced with sudden changes or challenges.

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  • Halal Group Retirement Services

    Halal Group Retirement Services

    We provide Muslim employees and employers with Shariah-compliant retirement solutions, offering investment portfolios free from interest, gambling, and unethical industries. We tailor flexible group retirement plans that align with Islamic principles and Canadian regulations, ensuring professional management, transparent reporting, and ongoing support.

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  • Intergenerational and Sharing Your Wealth

    Intergenerational and Sharing Your Wealth

    We guide you in passing assets to future generations. We tailor plans based on your family and financial goals to protect and share wealth thoughtfully. Our strategies cover tax management, trusts, charitable donations, and legacy planning, ensuring a smooth transition that secures your family’s financial future and honors your values. With our expertise, your wealth supports your loved ones now and for generations ahead.

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WHAT OUR CLIENTS ARE SAYING…

  • "We have dealt with Hash Assad since 2013/14 and from our initial meeting with him knew that he was a person we could trust with our well earned money, especially as neither of us had any experience of investing before. It is due to hash’s knowledge, expertise, advice, and careful management of our money over the years, that we were able to take early retirement this year. This we feel, would not have been possible if we had not met hash and we are truly grateful to him for the opportunity he has afforded us. We would highly recommend Hash Assad to anyone who is looking for an experienced, knowledgeable, and trustworthy financial advisor. Believe us, you and your money will definitely be in safe hands."

    - DAVE & SUE

  • “AS I WAS GROWING UP, I WATCHED MY PARENTS LIVE PAY CHEQUE TO PAY CHEQUE AND THEN IN THEIR RETIREMENT LIVING OFF THEIR CPP AND OAS. I REMEMBER THINKING TO MYSELF, ‘I WANT TO HAVE MORE WHEN I RETIRE’. I WAS FORTUNATE TO HAVE FOUND HASH JUST ABOUT 6 YEARS AGO! I TOLD HASH HOW IMPORTANT MY RETIREMENT IS FOR ME AND FOR THE FIRST TIME I TRULY BELIEVE THAT I FOUND SOMEONE THAT BELIEVES ME AND CARES ABOUT MY RETIREMENT AS MUCH AS I DO. HASH HAS HIS FINGER ON THE PULSE OF TODAY’S MARKET AND HAS ALWAYS MADE ME FEEL COMFORTABLE IN HIS ADVICE, DECISIONS, AND SOLID STRATEGIES. I STILL CANNOT BELIEVE THAT WHEN I WAS IN MY 30’S I WANTED TO RETIRE AT 55 – FREEDOM 55! WELL, THANK YOU HASH FOR MAKING THIS HAPPEN FOR ME! THERE ARE NO WORDS TO TRULY DESCRIBE MY SINCERE THANKFULNESS FOR WHAT YOU HAVE DONE FOR ME!”

    - MONIQUE

  • "I'VE BEEN INVESTING WITH HASH AT IG SINCE 2016 AND MY EXPERIENCE HAS BEEN VERY POSITIVE OVERALL. I FEEL THAT HASH GENUINELY CARES ABOUT HIS CLIENTS' FINANCIAL WELLBEING. WE MEET ON AN ANNUAL BASIS TO DISCUSS LONG TERM STRATEGIC FINANCIAL GOALS TRACKING AS WELL AS TAX PLANNING. IN BETWEEN THESE SESSIONS, WE TOUCH BASE PERIODICALLY WHEN INVESTMENT OR DIVESTMENT OPPORTUNITIES PRESENT THEMSELVES TO DISCUSS WHAT IS BEST FOR MY FINANCIAL WELL-BEING. MY PORTFOLIO HAS DONE GREAT AS WELL! I WOULD WHOLEHEARTEDLY RECOMMEND HASH AND HIS TEAM."

    - DANISH

  • “I HAVE BEEN WORKING WITH HASH ASSAD AND HIS TEAM FOR ALMOST 5 YEARS. IT’S BEEN AN ABSOLUTE PLEASURE WORKING WITH HASH. HASH IS A TOP PROFESSIONAL WITH IN-DEPTH KNOWLEDGE OF THE MARKETS, UNDERSTANDS YOUR GOALS AND COMES UP WITH HIGHLY CUSTOMIZED AND TAILORED PLANS AND STRATEGIES. HE IS ALWAYS AVAILABLE TO SHARE INSIGHTS AND EDUCATE WHICH HELPS IN BUILDING TRUST AND GREAT RELATIONSHIPS. HIGHLY RECOMMENDED.”

    - NASIR

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