meet our team

CFP®️, RRC®️, EPC

EXECUTIVE FINANCIAL CONSULTANT / DIVISION MANAGER - ASSAD WEALTH MANAGEMENT

ADVISORY OF THE YEAR – RESPONSIBLE INVESTMENTS

With over 20 years of experience, Hash Assad has built his reputation on trust, clarity, and long term relationships. He works closely with families, professionals, retirees, and organizations to create financial plans that are not only strategic, but deeply aligned with their values. For clients seeking Islamic finance solutions, Hash provides thoughtful guidance in Shariah compliant investing and halal wealth-building.

Hash takes the time to truly understand what matters most to you. Every plan is built around your goals, your family, and your future. Through careful planning and collaboration with experienced financial and Shariah specialists, he designs halal portfolios with rigorous Shariah screening to support sustainable, Shariah compliant growth.

From tax and estate planning to retirement, insurance, and investments, Hash is committed to helping you move forward with confidence. His focus is simple: helping you grow and protect your wealth in a way that feels right financially and ethically.

SENIOR CONSULTANT - IG WEALTH MANAGEMENT

Ed Madro is a Senior Consultant with over 29 years of experience providing comprehensive financial planning services. After receiving his undergraduate degree in Economics and Finance from the University of Alberta, Ed began his career in corporate finance. He later transitioned to personal finance as a Financial Consultant with IG Wealth Management.

Committed to continuing education, Ed has completed the Canadian Professional Consultant on Aging (CPCA) designation and the Master Financial Advisor – Philanthropy program.

Ed takes a customized, goals-based approach to financial planning. He gets to know each client personally and provides tailored strategies to help them work toward their objectives. His areas of expertise include retirement planning, investments, estate planning, and insurance.

Outside of the office, Ed enjoys an active lifestyle with cycling, golf and spending quality time with his two daughters. Ed's passion for learning and commitment to clients makes him a wonderful addition to the Assad Wealth Management team.

CONSULTANT - IG WEALTH MANAGEMENT

Mustafa Azma is a Consultant at Assad Wealth Management. He is passionate about helping individuals achieve their long-term financial goals through effective wealth planning. Prior to joining Assad Wealth Management as a Consultant, Mustafa earned his Chartered Professional Accountant (CPA) at PriceWaterhouseCoopers in Calgary, Alberta, Canada. As a CPA, Mustafa regularly worked closely and provided advice to business owners and individuals. With his financial and tax education and over 6 years of experience as a CPA, Mustafa provides expert advice and guidance to clients, helping them make informed decisions about their finances in a tax efficient manner.

Whether clients are looking to invest for retirement, save for a child's education, or plan for their estate, Mustafa is dedicated to understanding their unique needs and objectives and tailoring personalized Wealth plans that best suit their needs.

In his free time, Mustafa stays up to date on the latest trends and developments in the financial planning industry and finding new ways to serve clients.

CONSULTANT - IG WEALTH MANAGEMENT

Sultan Elkaaki is a Consultant at Assad Wealth Management specializing in investment and comprehensive financial planning. He graduated from California State University with a double major in Finance and Accounting.

He finds helping others through community organizations, such as Relief Organizations or Parents' Committees, very rewarding. He believes that effective Wealth Management is crucial to prosperity and financial independence of individuals, families, and businesses.

Sultan is prudent to provide clients with appropriate comprehensive planning and tax management strategies through our unique financial planning process.

ASSOCIATE CONSULTANT - ASSAD WEALTH MANAGEMENT

Ajai Saran is an Associate Consultant at Assad Wealth Management with over a decade of experience in the financial services industry. He works with high-net-worth families, professionals, and retirees, guiding them through the process of building comprehensive, written financial plans designed to support their long-term goals. His approach is grounded in the belief that time, not money, is our most valuable resource — and his goal is to give clients more of it by simplifying complexity and providing clarity across every aspect of their financial lives.

Ajai takes a holistic approach to planning, with a focus on retirement planning, estate planning, and investment planning. He has a particular strength in helping clients uncover what truly matters to them and aligning their financial strategies accordingly. With an emphasis on ongoing review and thoughtful refinement, Ajai ensures that each client’s plan evolves as their goals, families, and circumstances change.

Guided by the belief that money is a tool, not a destination, Ajai’s advisory philosophy balances financial well-being with personal fulfillment. He believes true wealth is ultimately reflected in the time individuals spend with their families, communities, and the pursuits that bring meaning to their lives. Outside of work, Ajai leads an active lifestyle and is passionate about golf, Formula 1, the NFL, and hockey — values that deeply shape the way he supports and connects with his clients.

EXECUTIVE ASSISTANT - IG WEALTH MANAGEMENT

Shaun Carifelle brings over 14 years of financial services expertise to his role as an IG Living Plan Specialist at Assad Wealth Management. Based in Calgary, Shaun develops customized financial plans tailored to each client's unique goals, leveraging leading financial planning software.

Originally from Slave Lake, Alberta, Shaun is First Nations and a member of the Swan River First Nation. Prior to joining Assad Wealth Management, he gained extensive experience as a Financial Advisor and bank manager in Edmonton and Calgary. Shaun builds strong client relationships informed by empathy, active listening and technical know-how.

In the past, Shaun participated in a Korean-English language exchange to expand his cultural awareness. He graduated from the Northern Alberta Institute of Technology (NAIT) and continues his lifelong learning staying abreast of financial planning best practices.

When he's not collaborating with clients, you can find Shaun giving back, spending time with family, and enjoying Alberta's beautiful outdoors

CONSULTANT - IG WEALTH MANAGEMENT

Rehana Begum is a Consultant at IG Wealth Management with over 12 years of experience in financial services across Canada and internationally. She works closely with young families, professionals, and pre-retirees, guiding them through comprehensive financial planning designed to bring clarity, confidence, and long-term security.

Rehana holds a Master of Arts in Economics from the University of Calgary and brings over seven years of experience supporting Private Wealth Management Advisors — a foundation that shaped her disciplined, client-first approach to planning. Her work spans tax-efficient strategies, retirement income planning, risk management, and values-aligned financial solutions. She is known for simplifying complex concepts and delivering advice that is practical, transparent, and aligned with each client’s best interests.

Actively engaged in her community, Rehana has served as a guest speaker for Money and Youth and participates in the local Women’s group. Guided by the values of honesty, integrity, and transparency, she is committed to building trusted, lasting relationships with every client she serves.

CFP®, RRC®

REGIONAL ESTATE & INSURANCE SPECIALIST - IG WEALTH MANAGEMENT

Jared joined IG Wealth Management in 2015 as a Financial Consultant and transitioned into the Estate & Insurance Specialist role in 2023. He holds the Certified Financial Planner designation.

His focus is on risk management and advanced strategies for high-net worth clients. These strategies can provide for significant wealth accumulation and estate preservation. Jared has an affinity for translating the complexities of the financial industry into comprehensible and comprehensive strategies that resonate with client goals and desires.

He is passionate about ensuring our clients are protected from life’s unknowns, and that their financial plan is built with maximum tax efficiency.

EXECUTIVE ASSISTANT - ASSAD WEALTH MANAGEMENT

Tamana is an accomplished graduate of Human Resources from Haskayne School of Business. She brings a wealth of experience from both the medical and financial fields, having worked in a medical clinic and as an assistant in financial planning firm.

Tamana's expertise in communication, problem-solving, and patient care has been honed through her work in the medical field. Her skills in financial analysis and planning have been developed through her experience in financial planning firm.

Tamana's excellent time management and multitasking abilities make her a valuable addition to any team. Her dedication to excellence and strong work ethic are sure to impress you. In her free time, Tamana enjoys spending time with her family.

EXECUTIVE ASSISTANT - ASSAD WEALTH MANAGEMENT

Juhene Khalil is an Executive Assistant at Assad Wealth Management, bringing a client-focused, detail-oriented approach to every aspect of her role. She supports daily operations by coordinating account administration, managing client documentation, and completing transactions accurately — ensuring a seamless and professional experience for both clients and advisors.

Juhene holds a Bachelor of Science and brings strong organizational, analytical, and communication skills to a fast-paced, client-centered environment. Known for her precision and consistency, she maintains high operational standards across client files and internal processes while proactively anticipating team needs with care and responsiveness.

Outside of work, Juhene has volunteered in healthcare settings across Calgary and enjoys snowboarding and travel. She is guided by the values of integrity, accountability, and reliability — principles that are reflected in everything she does, both professionally and personally.

EXECUTIVE ASSISTANT - ASSAD WEALTH MANAGEMENT

Waheed Ahmad is an Executive Assistant at Assad Wealth Management, providing multi-functional support to both advisors and clients with a strong commitment to service, accuracy, and operational excellence. In his role, he manages client inquiries, maintains precise records, and ensures consistent day-to-day support that contributes to a seamless client experience.

Before joining Assad Wealth Management, Waheed built a diverse professional background that includes experience as a business owner and earning his qualification as an International Medical Graduate (IMG). This foundation instilled in him a disciplined, detail-oriented approach and a strong analytical mindset that supports his work in a fast-paced, client-focused environment.

Guided by the values of honesty and reliability, Waheed is known for his proactive communication, collaborative mindset, and steady execution. Colleagues and clients alike rely on him for his consistency and his belief that exceptional service means exceeding expectations while maintaining the highest standard of professionalism.

MARKETING & DESIGN ASSISTANT - ASSAD WEALTH MANAGEMENT

Dana Aljayyousi is a graduate of Architecture and an accomplished graphic designer and social media content creator. Since making a career shift in 2020, she has gained 6 years of extensive experience in developing brand identities, designing impactful digital and print materials, and creating engaging social media content for a variety of industries.

Dana’s expertise lies in helping businesses strengthen their brand presence, enhance visibility, and achieve their goals through creative and strategic design solutions. Her strong attention to detail, adaptability, and commitment to excellence make her a valuable contributor to any team.

Outside of work, Dana enjoys spending time outdoors, discovering new places and restaurants, and sharing quality time with her family.