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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

  • INVESTMENT MANAGEMENT

    INVESTMENT MANAGEMENT

    We follow a disciplined investment approach backed by IG Wealth Management’s expert team and global partners, giving you greater opportunities to pursue your goals with confidence.

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  • OPTIMIZING YOUR RETIREMENT

    OPTIMIZING YOUR RETIREMENT

    We provide personalized retirement advice grounded in a clear understanding of what matters to you, ensuring your plan today supports your needs in the future.

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  • Halal InvestmentS

    Halal InvestmentS

    We provide halal investment planning that screens for non-shariah compliant activities, ensuring your portfolio aligns with your ethical principles and personal goals.

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  • MANAGING CASH FLOW EFFICIENTLY

    MANAGING CASH FLOW EFFICIENTLY

    We look at your full financial picture to understand your true net worth and cash flow. Then we help optimize your banking, structure debt, and align your money with your lifestyle goals.

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  • Tax-Efficient Strategies for Overall Well-Being

    Tax-Efficient Strategies for Overall Well-Being

    We assess the tax impact of your assets and strategies to reduce both current and future liabilities, helping you keep more of your wealth working for you.

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  • PREPARING FOR THE UNEXPECTED

    PREPARING FOR THE UNEXPECTED

    We identify and manage financial risks to protect your income, assets, and family, ensuring your standard of living stays secure no matter what happens.

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  • PLANNING FOR MAJOR EXPENDITURES

    PLANNING FOR MAJOR EXPENDITURES

    We plan and structure major purchases by identifying the most efficient cash flows and assets, while managing tax implications so you can move forward with confidence.

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  • Sharing Your Wealth & Philanthropy

    Sharing Your Wealth & Philanthropy

    We help you design a tax-efficient legacy that reflects your values, preserves family harmony, and maximizes the impact passed on to your loved ones and charitable causes.

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  • Specialized Support for Business Owners

    Specialized Support for Business Owners

    We provide business owners with strategies to optimize taxes, compensation, succession, and risk protection, while offering Shariah-compliant retirement solutions to attract and retain top talent.

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WHAT OUR CLIENTS ARE SAYING…

  • I’ve been a client of IG for over three decades, having started my investing journey in the early 1990s. Over the years, I’ve experienced different market cycles, career changes, and major life transitions, and IG has been a consistent part of my financial life throughout that time.

    Eventually, my accounts came under the care of Hash Assad. Hash, and his team at Assad Wealth Management have been nothing short of excellent. During some very challenging personal times for my wife Joanne and me, they were consistently supportive, patient, and understanding. At the same time, they provided thoughtful, prudent advice and made sound investment decisions that proved financially successful.

    That balance of empathy and professionalism meant a great deal to us. It is truly a pleasure to be a client. The Assad Wealth Management team always provide clear, honest guidance, and their advice gives me strong confidence in my financial future. Their integrity, knowledge, and client-first approach stand out, and I know they always act in the best interest of those they serve.

    I have confidently recommended Hash and his team to others and will continue to do so. I am grateful for everything they have done and continue to do.

    - SKIP M.

  • 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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Frequently Asked Questions

  • Assad Wealth provides comprehensive financial planning services in Canada, including halal investing, retirement planning, estate planning, and multi-generational wealth strategies. Our goal is to help families and professionals achieve long-term financial security.

  • Our services are designed for families, professionals, retirees, business owners, and associations looking for personalized financial planning. Whether you are starting your investment journey or managing a complex portfolio, Assad Wealth tailors solutions to your goals.

  • Assad Wealth Management approaches retirement planning through a holistic and adaptive framework that looks at your entire financial life, not just retirement income. Using advanced planning tools and scenario analysis, they evaluate cash flow, savings, investments, tax efficiency, insurance, and estate considerations to test different “what if” situations and adjust plans as life and markets change. This dynamic, advisor led approach ensures retirement strategies remain tax efficient, flexible, and aligned with long term goals, while supporting financial security throughout retirement and beyond.

  • Assad Wealth stands out because experience guides every decision. With over 20 years of navigating real market cycles, from the 2008 financial crisis to the pandemic, inflation, and rate hikes, we bring perspective you cannot get from theory or algorithms alone. We translate complex market events into clear guidance, help clients avoid emotional decisions, and adjust strategies as life changes, not just markets move. We do not just manage money, we help clients manage uncertainty and build lasting, multi-generational wealth.

  • Yes. We assist in creating structured estate plans that reduce the administrative burden on your family, ensure your wealth is preserved across generations, and align with your values. Through our partnership with ClearEstate, we help you create your Will, Power of Attorney, and Personal Directives entirely from the comfort of your home.

  • If you’re looking for a trusted and experienced partner to guide your financial journey, with personalized strategies, transparent advice, and a values-driven approach, you’re in the right place. We encourage you to book a discovery meeting to learn how our planning process can help you reach your short- and long-term goals.