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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

  • Retirement Planning

    Retirement Planning

    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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  • tax planning

    tax planning

    We integrate advanced tax planning into your holistic financial plan to manage complexities and maximize tax efficiency across your wealth.
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  • Halal Investment Management

    Halal Investment Management

    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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  • INVESTMENT PLANNING

    INVESTMENT PLANNING

    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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  • CASH AND LIQUIDITY MANAGEMENT

    CASH AND LIQUIDITY MANAGEMENT

    We create tailored cash and liquidity strategies within a holistic plan to boost your flexibility and provide solutions that fit your current lifestyle and future goals.

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  • ESTATE PLANNING

    ESTATE PLANNING

    We help you build a thoughtful estate plan that reflects your wishes, protects your wealth, and provides clarity for the people and causes you care about.

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  • INSURANCE PLANNING

    INSURANCE PLANNING

    We help you build a strong insurance plan that supports your current financial situation and lowers the risk of future financial challenges.

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  • BUSINESS SUCCESSION

    BUSINESS SUCCESSION

    We help you plan a smooth business transition by guiding key decisions that protect your financial well-being and support your long-term goals.

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  • CHARITABLE GIVING

    CHARITABLE GIVING

    We help you integrate charitable giving into your financial plan so your generosity supports both your goals and the causes you value.

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  • INTERGENERATIONAL WEALTH

    INTERGENERATIONAL WEALTH

    We help you prepare for the coming intergenerational wealth transfer by guiding the right conversations and creating a sustainable plan for your family.

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  • HALAL GROUP RETIREMENT SERVICES

    HALAL GROUP RETIREMENT SERVICES

    Our shariah compliant group retirement services offer halal RRSPs, TFSAs, and pension plans to ensure your team’s savings align fully with halal standards.

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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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