ensure your financial well-being, now and in the future.

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WELCOME TO ASSAD WEALTH MANAGEMENT

Life is constantly changing, which is why you need a plan, and a proactive advisor, that can adapt with your evolving needs and goals.

Meet Our Team

AT ASSAD WEALTH MANAGEMENT, WE HELP YOU CREATE A holistic view of your wealth and your life.

Optimizing your retirement. We'll help manage the risks of retirement, aiming to preserve the capital you've built and to create a tax- efficient income stream to support your needs and goals.

Preparing for the unexpected. We can't always anticipate the challenges that we may be faced with, but we can plan for them. We'll help you develop comprehensive risk management strategies to provide for those you care about.

Planning for major expenditures. We ensure you have the right plan in place to make your goals a reality - whether this includes education planning, investment or retirement property purchases, or other significant capital requirements.

Maximizing your business success. From optimizing corporate investments to business succession planning, we implement strategies that synchronize and enhance your personal and business needs.

Managing cash flow efficiently. We examine and continuously evaluate your cash and credit needs, with the goal to deliver the flexibility you require to meet your goals. From detailed cash flow analysis to tax-efficient income planning

Sharing your wealth. Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning.

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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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ensure your financial well-being, now and in the future.

WELCOME TO ASSAD WEALTH MANAGEMENT

Life is constantly changing, which is why you need a plan, and a proactive advisor, that can adapt with your evolving needs and goals.

AT ASSAD WEALTH MANAGEMENT, WE HELP YOU CREATE A holistic view of your wealth and your life.

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