meet our team
At Assad Wealth Management, our mission is to provide comprehensive financial advice that will help you grow and sustain your wealth. With a focus on high-net worth individuals and families, we provide personalized solutions and tailor our approach to every client’s unique circumstance and objectives. From our initial meeting through to retirement and legacy planning – we’ll ensure your plan aligns with your values and adapts to life’s journey, so you can achieve your goals with confidence and peace of mind.
Hash Assad
CFP®️, RRC, EPC
EXECUTIVE FINANCIAL CONSULTANT / DIVISION MANAGER
With 20 years of experience as a financial advisor, Hash has been recognized and respected for his extensive experience in providing comprehensive financial planning for families, professionals, retirees, and associations.
Hash is personally committed to understanding the clients’ needs and providing them with an in-depth analysis along with personalized solutions. With the support of a wide range of highly qualified financial experts, he will help you keep abreast of ongoing changes in the financial services industry. You can be confident you'll have the right information to make your most important financial decisions. Hash specializes in tax, estate, retirement, insurance, and investment planning.
Hash is dedicated to working with you to ensure you achieve your financial goals.
Ed Madro
SENIOR CONSULTANT
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.
Mustafa Azma
CPA
CONSULTANT
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.
Sultan El-Kaaki
CONSULTANT
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.
aJ sARAN
ASSOCIATE CONSULTANT
Ajai, an Associate Consultant with Assad Wealth Management, brings over nine years of experience and a passion for guiding high-net-worth families toward financial success. He believes in building genuine relationships with clients, understanding their unique values and dreams, and creating tailored solutions that align with their aspirations. Ajai's commitment to integrity and transparency ensures open communication and a foundation of trust.
A lifelong learner, Ajai stays ahead of industry trends, empowering clients with the most relevant information and innovative strategies. Whether optimizing investment portfolios, navigating complex tax scenarios, or planning for a secure retirement, Ajai equips his clients with the knowledge and confidence to make informed financial decisions.
Outside the office, Ajai is an outdoor enthusiast, enjoying golf, biking, hiking, and camping. He's also a passionate Formula 1 fan, always eager to discuss the latest developments in motorsports.
SHaun Carifelle
EXECUTIVE ASSISTANT
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
Sheila hoff
ASSISTANT
Sheila has over 30 years of experience as an executive assistant and administrator. Though her roots are in rural Saskatchewan, Sheila has called Calgary home for the past 34 years. She began her career in 1989 working in construction and education before transitioning to the finance industry in 2017.
As an executive assistant at IG, Sheila works closely with Ed Madro supporting key initiatives. Sheila is extremely passionate about helping people thrive in all areas of their lives. Her dedication and wealth of experience make her an invaluable member of our team
tamana assad
EXECUTIVE ASSISTANT
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.
We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:
CORPORATE EXPERTS
-
![CHRISTINE VAN CAUWENBERGHE]()
CHRISTINE VAN CAUWENBERGHE
Vice-President, Tax & Estate Planning
IG Wealth Management
-
![JACK COURTNEY]()
JACK COURTNEY
Vice-President, Advanced Financial Planning
IG Wealth Management
-
![NORMAND VERVILLE]()
NORMAND VERVILLE
Assistant Vice-President, Tax and Estate Planning
IG Wealth Management
WHAT OUR CLIENTS ARE SAYING…