Assad Wealth Management

We love hearing from our clients and learning about their experience working with us. Our goal has always been to go above and beyond, not only in helping you grow and protect your wealth, but in building a genuine, long term relationship. Here's what our clients are saying.

What's the fairest way to pass on a family home to your children?

Estate planning can be complex, especially when a primary residence is involved. Our latest article explores practical strategies for distributing a family home fairly, balancing inheritances, minimizing conflict among heirs, and protecting your legacy.

➡️ Read the full article: https://www.assadwealth.ca/insights/how-to-pass-on-your-primary-residence-fairly

🎙️ NEW EPISODE!

In this episode of the Balance podcast, we sit down with Stephen Brown, CEO of the National Council of Canadian Muslims (NCCM), for a powerful conversation on faith, finance, and social justice. Stephen shares his journey from labor negotiator to leading one of Canada's most vital advocacy organizations, his path to Islam at Concordia, the real economic cost of Islamophobia in Canada, the fight for civil liberties in Quebec, and how communities can build lasting wealth and stronger institutions.

It's a rare, moving look at personal transformation and the work of defending dignity.

▶️ Watch & listen now: https://www.assadwealth.ca/balance-stephen-brown

📢 New on the blog

Want to offer your team a retirement benefit that aligns with their values?

Our latest guide breaks down Sharia-compliant group retirement plans in Canada, including Halal Group RRSPs, Halal Group TFSAs, and Halal Pension Plans.

Learn how Canadian employers can attract and retain top talent, lower plan fees, and give employees peace of mind knowing their savings are screened to meet Islamic principles. no Riba, no prohibited sectors.

✅ Faith-aligned, fully screened investments
✅ Lower fees than individual retail products
✅ Easy payroll-deduction savings
✅ Full setup, admin & management handled for you

Read the full 2026 guide 👇

🔗 https://www.assadwealth.ca/insights/halal-group-retirement-plans-in-canada-2026

Selling your business is one of the biggest financial decisions you'll ever make, but finding the right buyer matters just as much as finding any buyer.

Our latest article covers everything you need to know:

- How to prepare your business for sale
- Setting the right asking price
- Identifying strategic vs. financial vs. individual buyers
- Marketing your business effectively

➡️Read the full guide: https://www.assadwealth.ca/insights/finding-the-right-buyer-for-your-business

Wealth, managed around your life 🧭

Your financial plan should fit YOU, not the other way around. At Assad Wealth Management, we deliver comprehensive, personalized financial advice virtually, anywhere in Canada.

Swipe to explore how we help you build wealth with clarity and confidence.

➡️Ready to build an IG Living Plan™ that adapts to life's journey? Visit assadwealth.ca or send us a DM to get started.