Skip to main content

Assad Wealth Management Review

KN
Kyle Natter

Co-Founder & CEO, HalalWallet

Reviewed by: HalalWallet Editorial TeamLast reviewed: 2026-09-01Disclosure: Featured partners may compensate HalalWallet for clicks. Editorial policy and full disclosures.

Reviewed quarterly and updated when provider terms, ratings, or coverage change.

Assad Wealth Management is in HalalWallet's independent directory with 2 products we currently list in Investing, using Donor-Advised Fund, Wealth Management. We do not invent a contract structure when the listing does not name one. Confirm terms and Shariah documentation with Assad Wealth Management.

Visit Assad Wealth Management Website

Opens provider's site - no obligation

HalalWallet is an independent, education-only comparison site. Some outbound links earn referral fees.Advertiser disclosure

Important: HalalWallet is not a lender, mortgage broker, loan originator, or settlement agent. We are an educational comparison site and do not originate applications on your behalf.

Items marked “Featured” may include paid placement in that module. Where you control sort order (tables, filters), your selection applies.

Referral fees typically come from the provider's marketing budget and should not increase what you pay - you should receive the same terms as visiting providers directly; confirm with the provider. How we make money · Methodology · Legal disclosures

HalalWallet 2026 Review

Assad Wealth Management - At a Glance

2

Products Reviewed

10

Provinces Served

1

Category

Shariah Compliance Review

Oversight Level

Review details on provider's website

Assad Wealth describes its investment approach as Shariah-compliant but does not publicly disclose a Sharia advisory board, named scholar, or third-party certification.

Shariah compliance should always be verified directly with Assad Wealth Management. HalalWallet reports publicly available oversight information but does not issue fatwas or certify compliance.

Bottom Line

Review the products listed above and compare Assad Wealth Management with other providers. Confirm terms and Shariah documentation directly with Assad Wealth Management.

Read our full Assad Wealth Management review

This page is the quick profile - Index grade, products, and availability. For the step-by-step walkthrough, costs, and our detailed take:

Products from Assad Wealth Management

Assad Wealth Management

A Donor-Advised Fund (DAF)

Available in: 10 provinces

Assad Wealth's Halal Donor-Advised Fund - marketed as Canada's first and only - is a charitable giving account: contribute cash or securities, receive an immediate tax receipt through Charitable Impact Foundation (CHIMP), an MNP-audited Canadian public foundation that handles administration and receipting, and let Assad Wealth manage the balance under its published DJIM-style halal screens until you grant it to registered charities on your own timeline. Assad frames it Islamically as a private waqf and sadaqa jariah vehicle with family naming or anonymity options. Neither CHIMP's administration fees nor Assad's management fees are published, and no minimum contribution is stated.

See pricing & terms

Opens provider site - no obligation

Assad Wealth Management

Wealth Management

Available in: 10 provinces

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.

See pricing & terms

Opens provider site - no obligation

HalalWallet is an independent, education-only comparison site. Some outbound links earn referral fees.Advertiser disclosure

Important: HalalWallet is not a lender, mortgage broker, loan originator, or settlement agent. We are an educational comparison site and do not originate applications on your behalf.

Items marked “Featured” may include paid placement in that module. Where you control sort order (tables, filters), your selection applies.

Referral fees typically come from the provider's marketing budget and should not increase what you pay - you should receive the same terms as visiting providers directly; confirm with the provider. How we make money · Methodology · Legal disclosures

Where Available

Based on listings we track, Assad Wealth Management is listed in the following provinces:

ABBCMBNBNLNSONPEQCSK

Availability may vary by product type. Always verify current availability directly with Assad Wealth Management.

How We Compare

  • • We review publicly available information from providers, including Shariah compliance documentation.
  • • We compare financing structures, total costs, down payment requirements, and province availability.
  • • We prioritize providers that clearly explain their halal compliance rationale and operate with transparency.
  • • We note which products are available nationwide versus regionally.
  • Learn more about our methodology.

Assad Wealth Management is in HalalWallet's independent directory for Investing, with listings covering 10 provinces. Structures we list: Donor-Advised Fund, Wealth Management. Confirm terms and Shariah documentation directly with Assad Wealth Management.

  • Assad Wealth Management currently has 2 products in our listings (Investing).
  • Coverage we list: 10 provinces.
  • Contract structures we list: Donor-Advised Fund, Wealth Management.
  • Always verify compliance directly with Assad Wealth Management and consult qualified Islamic finance advisors when needed.
  • Compare Assad Wealth Management with other providers on HalalWallet before you apply.

Source: HalalWallet (halalwallet.ca)

How to use this comparison: HalalWallet is an independent educational comparison platform - by design, we do not provide financial, legal, or religious advice. We do the research homework so your final checks are quick and personal.

Product structures and Shariah oversight vary by provider, so finish with three built-in steps:

  • Confirm current terms and halal compliance directly with the provider - their quote is final.
  • Review the contract structure (Murabaha, Ijara, Musharakah, etc.) and any disclosed Shariah board opinions.
  • Bring your shortlist to a qualified Islamic finance advisor or scholar, so the conversation is about your situation, not the basics.

Sources and review process

This page is reviewed against HalalWallet editorial standards and source documentation.

Reviewed by: HalalWallet Editorial Team

Last reviewed: 2026-09-01

How to cite this page

Preferred format (HTML):

According to HalalWallet (“Assad Wealth Management Halal Finance Options”, https://www.halalwallet.ca/providers/assad-wealth-management, retrieved 2026-09-05).

For time-sensitive claims (rates, fees, province availability), please verify directly with the provider's official documentation and note the retrieval date.

Related Guides

Frequently Asked Questions

What types of halal products does Assad Wealth Management offer?

Assad Wealth Management has 2 products we currently list across 1 category. Structures we list: Donor-Advised Fund, Wealth Management. Review the products listed above for current offerings. Confirm terms directly with Assad Wealth Management.

How does Assad Wealth Management ensure Shariah compliance?

Review Assad Wealth Management's publicly available Shariah compliance documentation, understand the product structures they use, and check for independent oversight or Shariah board involvement. Always verify compliance directly with Assad Wealth Management and consult with qualified Islamic finance advisors for guidance on specific products.

Is Assad Wealth Management available in my province?

Based on listings we track, Assad Wealth Management is listed in 10 provinces. Availability can vary by product type. Always verify current availability directly with Assad Wealth Management.

Are Assad Wealth Management's products more expensive than conventional options?

Halal financing structures can have different fee structures compared to conventional products. Some options may be competitive with conventional rates, while others may have different cost structures. Pricing varies by product type, location, and individual circumstances. Always compare total costs and terms when evaluating options.

How do I contact Assad Wealth Management?

Visit Assad Wealth Management at www.assadwealth.ca/contact, or use the product links on this page.

Stay Updated

Get halal investment insights and fund launches

No spam ever. Unsubscribe in one click.

Halal verdicts for popular stocks

Full AAOIFI-based Shariah screens - business activity, financial ratios, and where scholars differ - for the kinds of holdings Assad Wealth Management screens.

All stock verdictsBrowse all verdicts →

Explore More Providers

Compare halal financial products from multiple providers.

Browse All Providers