Assad Wealth Management IS 2026 Advisory Team of the Year
We are proud to share that Assad Wealth Management has been named Winner of Advisory Team of the Year (Under 10 Staff) at the 2026 Wealth Professional Awards. This recognition follows our 2025 win, when Hash Assad was named Advisory of the Year – Responsible Investments. Two awards, two consecutive years, from one of Canada's most respected industry bodies in wealth management.
A Competitive Category, Won on Substance
The Advisory Team of the Year (Under 10 Staff) category is not a small honour. It brings together some of the strongest boutique advisory practices in the country, all built by small, highly focused teams like ours. We were judged against other excellent, high-performing teams in that same category, and came out on top. That distinction matters: this award reflects strength within our peer group, evaluated by an independent panel on client outcomes, service model, growth, and internal culture.
In 2025, we were named an Excellence Awardee in this category. In 2026, that became a win. That progression reflects sustained performance over time, not a single strong year, and it sits alongside Hash Assad's individual 2025 recognition for his work advancing Shariah-compliant investing in Canada, work that led to the Mackenzie Shariah Global Equity Fund, now available to all Canadians.
What This Award Means, Whether You're a Client or Considering Us
If you are already a client, this award is really about you. Nominations in this category are substantiated by client outcomes and client experience, which means every relationship we manage contributed directly to this result. It is independent confirmation of what you already know from working with us: that this team is consistently reachable, consistently prepared, and consistently honest, including in the years when markets make those conversations difficult. Some of the relationships we started decades ago now span a second generation, moving from first RRSPs and RESPs into retirement income planning and estate transfer.
If you are considering us for the first time, this award answers a fair question before you have to ask it. Any firm can describe itself as client-focused. Independent recognition, judged by peers against other strong practices in our category, is a different kind of signal. It confirms that a boutique, values-driven practice can deliver a standard of planning and service that stands up to national scrutiny.
What You Can Expect From Us
Two decades in this discipline shape how we work, whatever stage of the relationship you are at. We build the plan before the portfolio.
Most clients bring more than a return target: a family to provide for, a business to eventually step away from, a retirement date in mind, and often a set of principles about where money should and should not go. We start with those realities and align the investment strategy to support them, whether that means retirement income, tax efficiency, business succession, or passing wealth to the next generation.
We work in depth, not breadth. This is the area we have spent our careers in, including advancing halal investing in Canada well before the rest of the industry took an interest. That depth means understanding how a constraint affects portfolio construction and risk, knowing which details matter and which are noise, and explaining the reasoning behind a recommendation in plain terms.
We stay a small team on purpose. You deal with people who know your file and have the authority to act on it. Questions get answered by someone who understands your situation, not routed through a queue or held up waiting on approval from three levels above.
We plan for the whole picture. Investment management is one piece. We also work across retirement and pension planning, tax and estate considerations, preparing for the unexpected, education savings, and group retirement services for business owners. Decisions in one area affect the others, so we build plans that work together rather than in pieces.
Thank You, and an Invitation
To our clients: thank you for the trust that made this recognition possible. This award belongs to you as much as it does to our team.
To those considering working with us: if you are looking for financial planning that aligns with your values, whether that means responsible investment strategies, or comprehensive financial planning, we would welcome a conversation.
Contact us today to see how an award-winning, client-first approach can support your financial future.