Building a Legacy: Why Values-Based Advisors Are Joining Assad Wealth Management
In the world of financial planning, there are thousands of offers, firms, and teams you could join. As advisors, our inboxes are often bombarded with recruitment messages. So, why should you consider a move to IG Wealth Management and, specifically, the Assad Wealth Management team?
I recently sat down for coffee in beautiful Calgary with a good friend and mentor, Winder Gill (Regional Vice-President at IG Wealth Management), to discuss exactly that. We talked about the evolution of the industry, the power of technology, and why aligning your career with your values is the ultimate key to success.
Here are the key takeaways from our conversation.
IG Wealth Management: A New Era
If you haven't looked at IG Wealth Management since 2016, you’re looking at a different company. As Winder pointed out, the firm has undergone a massive transformation to enable advisors to provide true value for the fees charged.
We aren't just selling products; we are in the business of inspiration.
The firm has invested heavily in an integrated technology deck—including Salesforce, Conquest, and CapIntel. Winder used a great analogy: having this technology is like having a Ferrari or a Lamborghini. There’s no point in keeping it in the garage or driving it slowly around the neighborhood. IG gives you the track and the training to "burn the tires" and unleash the full potential of your practice.
The "Deen and Dunya" Philosophy
At Assad Wealth Management, we have carved out a unique and vital niche over the last 20 years. We operate at the intersection of Faith and Finance.
Our motto is aligning Deen (faith) and Dunya (the world). We help Canadians become successful in this world without compromising their spiritual values. This involves specialized expertise in Halal investing and comprehensive planning that respects religious guidelines.
Solving the Advisor’s Conflict
One of the main reasons advisors reach out to me is internal conflict. Many talented professionals working at banks or other institutions feel pressured to sell products—like credit cards or interest-bearing loans—that fundamentally clash with their personal values or faith.
They go to sleep at night feeling unsettled.
At our firm, we have created a path where you don't have to compromise. You can sleep at night knowing you did the right thing for the client, the right thing for your faith, and the right thing for your business.
A Culture of Abundance
Winder highlighted something that makes our Calgary region special: The absence of a scarcity mindset.
In many firms, advisors guard their secrets. Here, top producers—some of the best in the country—are willing to sit down for hours to share their systems, strategies, and tools. We believe that when one of us wins, we all win.
As a Division Manager and Regional VP, our roles are simple: Remove obstacles. We handle the "noise" so you can focus on what matters—serving your clients and building deep relationships.
Moving from Success to Significance
After 20 years in the business, my motivation has shifted. It’s no longer just about the monetary aspect; it’s about legacy.
I have the capacity to serve about 120 to 150 families properly. However, there is a massive community of thousands who need this specific type of values-based planning. I cannot do it alone.
We are looking for experienced advisors (5+ years, CFP designation) who want to take the torch and carry this mission forward for decades to come. We want to help you achieve financial independence so you can help your clients do the same—whether that’s retiring at 55, giving to charity, or supporting their children.
Are You Ready to Align Your Values with Your Work?
If you are an experienced advisor feeling the friction between what you have to sell and what you want to advise, it might be time for a change.
We are looking to expand our team in the Greater Calgary Region (and beyond) with individuals who want to build a practice based on purpose, service, and legacy.
Let’s have a coffee and chat about your future.