meet our team

CFP®️, RRC®️, EPC

EXECUTIVE FINANCIAL CONSULTANT / DIVISION MANAGER - ASSAD WEALTH MANAGEMENT

ADVISORY OF THE YEAR – RESPONSIBLE INVESTMENTS

With over 20 years of experience, Hash Assad has built his reputation on trust, clarity, and long term relationships. He works closely with families, professionals, retirees, and organizations to create financial plans that are not only strategic, but deeply aligned with their values. For clients seeking Islamic finance solutions, Hash provides thoughtful guidance in Shariah compliant investing and halal wealth-building.

Hash takes the time to truly understand what matters most to you. Every plan is built around your goals, your family, and your future. Through careful planning and collaboration with experienced financial and Shariah specialists, he designs halal portfolios with rigorous Shariah screening to support sustainable, Shariah compliant growth.

From tax and estate planning to retirement, insurance, and investments, Hash is committed to helping you move forward with confidence. His focus is simple: helping you grow and protect your wealth in a way that feels right financially and ethically.

SENIOR CONSULTANT - IG WEALTH MANAGEMENT

Ed Madro is a Senior Consultant with over 29 years of experience providing comprehensive financial planning services. After receiving his undergraduate degree in Economics and Finance from the University of Alberta, Ed began his career in corporate finance. He later transitioned to personal finance as a Financial Consultant with IG Wealth Management.

Committed to continuing education, Ed has completed the Canadian Professional Consultant on Aging (CPCA) designation and the Master Financial Advisor – Philanthropy program.

Ed takes a customized, goals-based approach to financial planning. He gets to know each client personally and provides tailored strategies to help them work toward their objectives. His areas of expertise include retirement planning, investments, estate planning, and insurance.

Outside of the office, Ed enjoys an active lifestyle with cycling, golf and spending quality time with his two daughters. Ed's passion for learning and commitment to clients makes him a wonderful addition to the Assad Wealth Management team.

CONSULTANT - IG WEALTH MANAGEMENT

Mustafa Azma, CPA, is a Consultant at IG Wealth Management with over a decade of experience across public accounting, tax advisory, and comprehensive financial planning. He works primarily with professionals, business owners, pre-retirees, and young families who value structured, tax-efficient strategies, including those seeking values-aligned financial solutions.

Mustafa's background as a Chartered Professional Accountant shapes his disciplined and analytical approach to planning. Prior to joining Assad Wealth Management, he built his foundation in public accounting at PwC and KPMG, with a focus on tax, audit, and financial reporting, followed by industry roles in financial analysis and risk management. He holds a Bachelor of Business Administration in Accounting from Mount Royal University. His practice centers on integrated tax planning, retirement income strategies, and long-term wealth planning, with a particular strength in simplifying complex tax situations and helping clients understand the long-term impact of their financial decisions with clarity and confidence.

Guided by integrity, transparency, and accountability, Mustafa is committed to proactive, personalized planning that evolves with his clients' lives. He believes that clear communication and technically sound advice empower clients to make confident, informed decisions. Outside of work, he enjoys staying active, continuous learning, and spending time with family, and has volunteered with the Calgary Drop-In Centre in support of vulnerable members of the community.

CONSULTANT - IG WEALTH MANAGEMENT

Sultan El-Kaaki is a Consultant at IG Wealth Management, working with professionals, families, and business owners to build financial and estate plans that align with their values and long-term goals.

He serves business owners and professionals seeking tax-efficient strategies and clarity in their long-term planning, as well as individuals and families looking for thoughtful, values-aligned financial guidance. His approach is centered on building lasting relationships and delivering practical solutions that evolve with each stage of life.

Sultan holds a double degree in Accounting and Finance from California State University, Long Beach, with a strong foundation in personal and corporate taxation. This background, combined with hands-on experience, shapes his disciplined, analytical, and client-first approach. His work focuses on tax-efficient strategies, estate planning, and values-aligned financial solutions, with a continued commitment to deepening his expertise in estate and tax planning.

He attributes much of his professional growth to strong mentorship and continuous learning. Guided by the belief that excellence in work is a reflection of integrity, Sultan approaches every client relationship with sincerity, honesty, and a clear focus on doing what is in their best interest.

Outside of his professional work, Sultan enjoys spending time with family and friends over shared meals and meaningful conversations.

ASSOCIATE CONSULTANT - ASSAD WEALTH MANAGEMENT

Ajai Saran is an Associate Consultant at Assad Wealth Management with over a decade of experience in the financial services industry. He works with high-net-worth families, professionals, and retirees, guiding them through the process of building comprehensive, written financial plans designed to support their long-term goals. His approach is grounded in the belief that time, not money, is our most valuable resource — and his goal is to give clients more of it by simplifying complexity and providing clarity across every aspect of their financial lives.

Ajai takes a holistic approach to planning, with a focus on retirement planning, estate planning, and investment planning. He has a particular strength in helping clients uncover what truly matters to them and aligning their financial strategies accordingly. With an emphasis on ongoing review and thoughtful refinement, Ajai ensures that each client’s plan evolves as their goals, families, and circumstances change.

Guided by the belief that money is a tool, not a destination, Ajai’s advisory philosophy balances financial well-being with personal fulfillment. He believes true wealth is ultimately reflected in the time individuals spend with their families, communities, and the pursuits that bring meaning to their lives. Outside of work, Ajai leads an active lifestyle and is passionate about golf, Formula 1, the NFL, and hockey — values that deeply shape the way he supports and connects with his clients.

EXECUTIVE ASSISTANT - IG WEALTH MANAGEMENT

Shaun Carifelle is an Executive Assistant at Assad Wealth Management, bringing over 14 years of experience in the financial services industry. Based in Calgary, he plays a key role in supporting the team’s day-to-day operations while helping deliver a seamless, professional experience for clients at every interaction.

Originally from Slave Lake, Alberta, Shaun is First Nations and a proud member of the Swan River First Nation. Before joining Assad Wealth Management, he developed a strong foundation in the industry through roles as both a Financial Advisor and a bank manager in Edmonton and Calgary. These experiences deepened his understanding of client needs and strengthened his commitment to a high-touch, client-focused approach.

A graduate of the Northern Alberta Institute of Technology (NAIT), Shaun is dedicated to continuous learning and staying current with financial planning practices. He is known for his empathy, strong listening skills, and collaborative mindset—qualities that align closely with the firm’s values and culture.

Shaun enjoys learning new languages, including Japanese, Spanish, and Korean—a reflection of his curiosity and passion for cultural connection, as well as his ability to engage with clients from diverse backgrounds. Outside of work, he is committed to giving back to his community, spending quality time with family, and exploring Alberta’s natural beauty.

CONSULTANT - IG WEALTH MANAGEMENT

Rehana Begum is a Consultant at IG Wealth Management with over 12 years of experience in financial services across Canada and internationally. She works closely with young families, professionals, and pre-retirees, guiding them through comprehensive financial planning designed to bring clarity, confidence, and long-term security.

Rehana holds a Master of Arts in Economics from the University of Calgary and brings over seven years of experience supporting Private Wealth Management Advisors — a foundation that shaped her disciplined, client-first approach to planning. Her work spans tax-efficient strategies, retirement income planning, risk management, and values-aligned financial solutions. She is known for simplifying complex concepts and delivering advice that is practical, transparent, and aligned with each client’s best interests.

Actively engaged in her community, Rehana has served as a guest speaker for Money and Youth and participates in the local Women’s group. Guided by the values of honesty, integrity, and transparency, she is committed to building trusted, lasting relationships with every client she serves.

CFP®, RRC®

REGIONAL ESTATE & INSURANCE SPECIALIST - IG WEALTH MANAGEMENT

Jared joined IG Wealth Management in 2015 as a Financial Consultant and transitioned into the Estate & Insurance Specialist role in 2023. He holds the Certified Financial Planner designation.

His focus is on risk management and advanced strategies for high-net worth clients. These strategies can provide for significant wealth accumulation and estate preservation. Jared has an affinity for translating the complexities of the financial industry into comprehensible and comprehensive strategies that resonate with client goals and desires.

He is passionate about ensuring our clients are protected from life’s unknowns, and that their financial plan is built with maximum tax efficiency.

EXECUTIVE ASSISTANT - ASSAD WEALTH MANAGEMENT

Tamana is an accomplished graduate of Human Resources from Haskayne School of Business. She brings a wealth of experience from both the medical and financial fields, having worked in a medical clinic and as an assistant in financial planning firm.

Tamana's expertise in communication, problem-solving, and patient care has been honed through her work in the medical field. Her skills in financial analysis and planning have been developed through her experience in financial planning firm.

Tamana's excellent time management and multitasking abilities make her a valuable addition to any team. Her dedication to excellence and strong work ethic are sure to impress you. In her free time, Tamana enjoys spending time with her family.

EXECUTIVE ASSISTANT - ASSAD WEALTH MANAGEMENT

Juhene Khalil is an Executive Assistant at Assad Wealth Management, bringing a client-focused, detail-oriented approach to every aspect of her role. She supports daily operations by coordinating account administration, managing client documentation, and completing transactions accurately — ensuring a seamless and professional experience for both clients and advisors.

Juhene holds a Bachelor of Science and brings strong organizational, analytical, and communication skills to a fast-paced, client-centered environment. Known for her precision and consistency, she maintains high operational standards across client files and internal processes while proactively anticipating team needs with care and responsiveness.

Outside of work, Juhene has volunteered in healthcare settings across Calgary and enjoys snowboarding and travel. She is guided by the values of integrity, accountability, and reliability — principles that are reflected in everything she does, both professionally and personally.

EXECUTIVE ASSISTANT - ASSAD WEALTH MANAGEMENT

Waheed Ahmad is an Executive Assistant at Assad Wealth Management, providing multi-functional support to both advisors and clients with a strong commitment to service, accuracy, and operational excellence. In his role, he manages client inquiries, maintains precise records, and ensures consistent day-to-day support that contributes to a seamless client experience.

Before joining Assad Wealth Management, Waheed built a diverse professional background that includes experience as a business owner and earning his qualification as an International Medical Graduate (IMG). This foundation instilled in him a disciplined, detail-oriented approach and a strong analytical mindset that supports his work in a fast-paced, client-focused environment.

Guided by the values of honesty and reliability, Waheed is known for his proactive communication, collaborative mindset, and steady execution. Colleagues and clients alike rely on him for his consistency and his belief that exceptional service means exceeding expectations while maintaining the highest standard of professionalism.

MARKETING & DESIGN ASSISTANT - ASSAD WEALTH MANAGEMENT

Dana Aljayyousi is the Marketing & Design Assistant at Assad Wealth Management, bringing over six years of experience in graphic design, brand development, and social media content creation.  In her role at Assad Wealth Management, Dana contributes to the firm's communications and client-facing materials through thoughtful design and consistent brand storytelling. Her background in architecture has instilled a precise, detail-oriented approach to her work — qualities that translate directly into her ability to produce impactful digital and print materials that reflect the firm's standard of professionalism and excellence.

Known for her adaptability, creativity, and strong attention to detail, Dana is a valued member of the Assad Wealth Management team. Outside of work, she enjoys spending time outdoors, discovering new places and restaurants, and sharing quality time with her family.