Assad Wealth Management Wealth Management

Halal Investing in Quebec

Assad Wealth Management is a roughly twelve-person Calgary-based division of IG Wealth Management (CIRO member, CIPF protection) led by Hash Assad, CFP, offering advisor-led halal portfolio construction to high-net-worth Canadian Muslim families across all provinces via secure virtual meetings. The practice publishes exact DJIM-style screening ratios - debt under 33% of market value, receivables under 49%, cash plus interest-bearing securities under 33%, non-permissible revenue under 5% - and anchors its halal shelf on the Mackenzie Shariah Global Equity Fund. No fee schedule, advisory rate, or minimum is published anywhere on the site; pricing follows IG Wealth Management's dealer structure and must be requested in writing.

Assad Wealth Management offers Canadian Muslims an advisor-led alternative to app-based halal platforms: a CFP-led team of about twelve inside IG Wealth Management's regulated infrastructure, with a published DJIM-style screening methodology and the Ratings Intelligence-certified Mackenzie Shariah Global Equity Fund as its flagship halal vehicle. Two gaps demand due diligence. First, the practice's own claimed 'Shariah board' is unnamed - the only verifiable religious oversight attaches to the Mackenzie fund, not to overall portfolio construction. Second, nothing about cost is public: no advisory fee, no minimum, no MER disclosure beyond fund boilerplate. Best for high-net-worth families who want a personal advisory relationship inside a major dealer and are prepared to ask pointed questions about fees and oversight.