Assad Wealth Management
@assadwealth.bsky.social
Life is constantly changing, which is why you need a plan, and a proactive advisor, that can adapt with your evolving needs and goals.
A reminder to slow down, breathe, and protect your inner peace...
December 30, 2025 at 11:00 PM
A reminder to slow down, breathe, and protect your inner peace...
Ready to make your money work a little smarter before the year is over? Year-end is a prime time to harvest losses, defer big gains into the next tax year, and even donate investments in-kind so you get the receipt but skip paying tax on the growth.
Talk to your advisor and accountant to see...
Talk to your advisor and accountant to see...
December 30, 2025 at 2:02 AM
Ready to make your money work a little smarter before the year is over? Year-end is a prime time to harvest losses, defer big gains into the next tax year, and even donate investments in-kind so you get the receipt but skip paying tax on the growth.
Talk to your advisor and accountant to see...
Talk to your advisor and accountant to see...
We love hearing from our clients and hearing about their experiences working with us. Our attitude has always been to go above and beyond for our clients, not just in terms of assisting them in accumulating and protecting their money, but also in terms of developing a strong personal...
December 27, 2025 at 5:01 PM
We love hearing from our clients and hearing about their experiences working with us. Our attitude has always been to go above and beyond for our clients, not just in terms of assisting them in accumulating and protecting their money, but also in terms of developing a strong personal...
Build wealth that aligns with your values, without compromise. In the next episode of Balance: Where Faith Meets Finance, we are joined by Sirai Farah, co-founder of DeenVest Capital, a halal real estate fund that's rewriting the rules of property investing.
We'll explore her journey from...
We'll explore her journey from...
December 25, 2025 at 5:00 PM
Build wealth that aligns with your values, without compromise. In the next episode of Balance: Where Faith Meets Finance, we are joined by Sirai Farah, co-founder of DeenVest Capital, a halal real estate fund that's rewriting the rules of property investing.
We'll explore her journey from...
We'll explore her journey from...
We love hearing from our clients and hearing about their experiences working with us. Our attitude has always been to go above and beyond for our clients, not just in terms of assisting them in accumulating and protecting their money, but also in terms of developing a strong personal...
December 24, 2025 at 9:01 PM
We love hearing from our clients and hearing about their experiences working with us. Our attitude has always been to go above and beyond for our clients, not just in terms of assisting them in accumulating and protecting their money, but also in terms of developing a strong personal...
Wealth is not just about earning more. It is about keeping more, making it work smarter, and building something that lasts for generations.
At Assad Wealth Management, we focus on strategies that protect, grow, and transfer your wealth with intention.
Let's build long term value together!
At Assad Wealth Management, we focus on strategies that protect, grow, and transfer your wealth with intention.
Let's build long term value together!
December 24, 2025 at 6:00 PM
Wealth is not just about earning more. It is about keeping more, making it work smarter, and building something that lasts for generations.
At Assad Wealth Management, we focus on strategies that protect, grow, and transfer your wealth with intention.
Let's build long term value together!
At Assad Wealth Management, we focus on strategies that protect, grow, and transfer your wealth with intention.
Let's build long term value together!
Canadian tax tips for 2026. Learn the new TFSA limit, how to avoid TFSA penalties, and why checking MyCRA matters.
December 23, 2025 at 7:25 PM
Canadian tax tips for 2026. Learn the new TFSA limit, how to avoid TFSA penalties, and why checking MyCRA matters.
Our team was proud to be at the RIS Convention 2025. Insightful conversations, meaningful connections, and a shared vision for the future of wealth management. Grateful for the experience and what's ahead!
December 22, 2025 at 10:04 PM
Our team was proud to be at the RIS Convention 2025. Insightful conversations, meaningful connections, and a shared vision for the future of wealth management. Grateful for the experience and what's ahead!
We love hearing from our clients and hearing about their experiences working with us. Our attitude has always been to go above and beyond for our clients, not just in terms of assisting them in accumulating and protecting their money, but also in terms of developing a strong personal...
December 20, 2025 at 5:02 PM
We love hearing from our clients and hearing about their experiences working with us. Our attitude has always been to go above and beyond for our clients, not just in terms of assisting them in accumulating and protecting their money, but also in terms of developing a strong personal...
We love hearing from our clients and hearing about their experiences working with us. Our attitude has always been to go above and beyond for our clients, not just in terms of assisting them in accumulating and protecting their money, but also in terms of developing a strong personal...
December 17, 2025 at 9:02 PM
We love hearing from our clients and hearing about their experiences working with us. Our attitude has always been to go above and beyond for our clients, not just in terms of assisting them in accumulating and protecting their money, but also in terms of developing a strong personal...
Our newest blog post is live. After 20 years in financial planning, my focus has shifted from success to significance. In our latest blog, I discuss why experienced advisors are joining our team, and how aligning your career with your values changes everything.
If you've ever felt conflict...
If you've ever felt conflict...
December 17, 2025 at 5:02 PM
Our newest blog post is live. After 20 years in financial planning, my focus has shifted from success to significance. In our latest blog, I discuss why experienced advisors are joining our team, and how aligning your career with your values changes everything.
If you've ever felt conflict...
If you've ever felt conflict...
Finding us is easy 👀
We're located at 𝗕𝗼𝗼𝘁𝗵 #𝟭𝟱𝟮𝟬, on the 𝗹𝗲𝗳𝘁 𝘀𝗶𝗱𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗲𝗻𝘁𝗿𝗮𝗻𝗰𝗲 and along the 𝟴𝘁𝗵 𝗿𝗼𝘄.
Stop by, say salam, and connect with our team about values based wealth planning.
📍 See the map above
🤝 We look forward to meeting you in person!
We're located at 𝗕𝗼𝗼𝘁𝗵 #𝟭𝟱𝟮𝟬, on the 𝗹𝗲𝗳𝘁 𝘀𝗶𝗱𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗲𝗻𝘁𝗿𝗮𝗻𝗰𝗲 and along the 𝟴𝘁𝗵 𝗿𝗼𝘄.
Stop by, say salam, and connect with our team about values based wealth planning.
📍 See the map above
🤝 We look forward to meeting you in person!
December 16, 2025 at 7:00 PM
Finding us is easy 👀
We're located at 𝗕𝗼𝗼𝘁𝗵 #𝟭𝟱𝟮𝟬, on the 𝗹𝗲𝗳𝘁 𝘀𝗶𝗱𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗲𝗻𝘁𝗿𝗮𝗻𝗰𝗲 and along the 𝟴𝘁𝗵 𝗿𝗼𝘄.
Stop by, say salam, and connect with our team about values based wealth planning.
📍 See the map above
🤝 We look forward to meeting you in person!
We're located at 𝗕𝗼𝗼𝘁𝗵 #𝟭𝟱𝟮𝟬, on the 𝗹𝗲𝗳𝘁 𝘀𝗶𝗱𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗲𝗻𝘁𝗿𝗮𝗻𝗰𝗲 and along the 𝟴𝘁𝗵 𝗿𝗼𝘄.
Stop by, say salam, and connect with our team about values based wealth planning.
📍 See the map above
🤝 We look forward to meeting you in person!
We look forward to seeing you at RIS Convention this year! Stop by, and let's talk about Halal investments and financial planning! 🙂
December 15, 2025 at 9:24 PM
We look forward to seeing you at RIS Convention this year! Stop by, and let's talk about Halal investments and financial planning! 🙂
Build wealth that aligns with your values, without compromise. In the next episode of Balance: Where Faith Meets Finance, we are joined by Sirai Farah, co-founder of DeenVest Capital, a halal real estate fund that's rewriting the rules of property investing.
We'll explore her journey from...
We'll explore her journey from...
December 13, 2025 at 5:01 PM
Build wealth that aligns with your values, without compromise. In the next episode of Balance: Where Faith Meets Finance, we are joined by Sirai Farah, co-founder of DeenVest Capital, a halal real estate fund that's rewriting the rules of property investing.
We'll explore her journey from...
We'll explore her journey from...
We love hearing from our clients and hearing about their experiences working with us. Our attitude has always been to go above and beyond for our clients, not just in terms of assisting them in accumulating and protecting their money, but also in terms of developing a strong personal...
December 13, 2025 at 5:01 PM
We love hearing from our clients and hearing about their experiences working with us. Our attitude has always been to go above and beyond for our clients, not just in terms of assisting them in accumulating and protecting their money, but also in terms of developing a strong personal...
Patience has always been one of the strongest investment strategies. Stay focused, stay consistent, and let time do the work 📈
December 12, 2025 at 5:00 PM
Patience has always been one of the strongest investment strategies. Stay focused, stay consistent, and let time do the work 📈
New CRA changes are rolling out and they could affect your business. From mail updates to payment delays to mileage rates here's what you need to stay ready for the new year.
👉 Follow us for more clear financial guidance.
👉 Follow us for more clear financial guidance.
December 12, 2025 at 3:01 AM
New CRA changes are rolling out and they could affect your business. From mail updates to payment delays to mileage rates here's what you need to stay ready for the new year.
👉 Follow us for more clear financial guidance.
👉 Follow us for more clear financial guidance.
We love hearing from our clients and hearing about their experiences working with us. Our attitude has always been to go above and beyond for our clients, not just in terms of assisting them in accumulating and protecting their money, but also in terms of developing a strong personal...
December 10, 2025 at 9:01 PM
We love hearing from our clients and hearing about their experiences working with us. Our attitude has always been to go above and beyond for our clients, not just in terms of assisting them in accumulating and protecting their money, but also in terms of developing a strong personal...
Financial planning should fit your life, not the other way around. From coast to coast, we bring personalized guidance right to your screen.
Get expert support anywhere in Canada through our secure virtual services and start building your long-term plan with confidence.
Get expert support anywhere in Canada through our secure virtual services and start building your long-term plan with confidence.
December 10, 2025 at 5:00 PM
Financial planning should fit your life, not the other way around. From coast to coast, we bring personalized guidance right to your screen.
Get expert support anywhere in Canada through our secure virtual services and start building your long-term plan with confidence.
Get expert support anywhere in Canada through our secure virtual services and start building your long-term plan with confidence.
Discover how our planning process brings clarity to every part of your financial life. Read our latest blog and see how we help you move forward with confidence 👇
https://www.assadwealth.ca/insights/what-we-do
https://www.assadwealth.ca/insights/what-we-do
December 9, 2025 at 7:00 PM
Discover how our planning process brings clarity to every part of your financial life. Read our latest blog and see how we help you move forward with confidence 👇
https://www.assadwealth.ca/insights/what-we-do
https://www.assadwealth.ca/insights/what-we-do
Crypto isn't halal or haram on its own. What matters is how you use it. The real question is whether your actions fall into responsible investing or risky speculation. Understanding the difference is key to aligning your finances with your values.
Listen to our latest episode of Balance "The...
Listen to our latest episode of Balance "The...
December 9, 2025 at 3:30 AM
Crypto isn't halal or haram on its own. What matters is how you use it. The real question is whether your actions fall into responsible investing or risky speculation. Understanding the difference is key to aligning your finances with your values.
Listen to our latest episode of Balance "The...
Listen to our latest episode of Balance "The...
We love hearing from our clients and hearing about their experiences working with us. Our attitude has always been to go above and beyond for our clients, not just in terms of assisting them in accumulating and protecting their money, but also in terms of developing a strong personal...
December 6, 2025 at 5:01 PM
We love hearing from our clients and hearing about their experiences working with us. Our attitude has always been to go above and beyond for our clients, not just in terms of assisting them in accumulating and protecting their money, but also in terms of developing a strong personal...
Your life needs more than just investments or just planning. You need a partner who combines both to build long term confidence in your financial future. Reach out and take your next step.
December 4, 2025 at 7:00 PM
Your life needs more than just investments or just planning. You need a partner who combines both to build long term confidence in your financial future. Reach out and take your next step.
We love hearing from our clients and hearing about their experiences working with us. Our attitude has always been to go above and beyond for our clients, not just in terms of assisting them in accumulating and protecting their money, but also in terms of developing a strong personal...
December 3, 2025 at 9:01 PM
We love hearing from our clients and hearing about their experiences working with us. Our attitude has always been to go above and beyond for our clients, not just in terms of assisting them in accumulating and protecting their money, but also in terms of developing a strong personal...
Short term noise fades while long term growth compounds. Stay focused on the horizon. Want guidance tailored to your goals? Connect with us at assadwealth.ca
December 3, 2025 at 6:01 PM
Short term noise fades while long term growth compounds. Stay focused on the horizon. Want guidance tailored to your goals? Connect with us at assadwealth.ca