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FAQ

What does high-net-worth financial planning include?

High-net-worth financial planning looks beyond investments to consider how every part of your financial life works together. That may include tax planning, retirement income, estate planning, insurance, corporate wealth, charitable giving and transferring wealth to the next generation.
For families with significant or complex assets, we bring these decisions into one coordinated strategy and use detailed financial modelling to understand the long-term impact of different choices.

What are family office-style services?

Family office-style services provide a more coordinated approach to managing complex family wealth. Rather than treating investments, tax, estate planning, insurance and business interests separately, these areas are considered together as part of one broader financial strategy.
Afshar & Machaalani Group provides family office-style services for high-net-worth families and business owners who want experienced guidance across multiple areas of their financial lives.

What should I look for in an Edmonton financial planner?

An Edmonton financial planner should take the time to understand more than your investments. For high-net-worth families and business owners, planning may need to account for corporate assets, tax, retirement, estate planning, insurance, succession and wealth transfer.
Look for a planner who can coordinate these different areas, model future scenarios and work alongside your accountant, lawyer and other professional advisors when needed.

What is the difference between an Edmonton financial advisor and an Edmonton financial planner?

The terms Edmonton financial advisor and Edmonton financial planner are often used broadly, so it is important to understand the services and qualifications behind them.
Financial planning typically involves looking at your wider financial picture, including retirement, tax, estate planning, insurance and long-term goals. Investment advice may be one part of that larger planning relationship.

What can an Edmonton financial consultant help with?

An Edmonton financial consultant may help you evaluate financial decisions involving investments, retirement, tax, estate planning, business wealth or other long-term priorities.
For people with more complex financial lives, the greatest value often comes from bringing those decisions together rather than addressing each one independently.

What does Edmonton wealth management include for high-net-worth families?

Edmonton wealth management can include much more than portfolio management. For high-net-worth families, it may involve investment planning, tax strategies, retirement income, estate planning, insurance, charitable giving and intergenerational wealth transfer.
Our approach connects these areas so decisions about one part of your wealth are considered in the context of the rest of your financial plan.

When should I work with a financial planner for business owners?

A financial planner for business owners can be especially valuable when your company and personal finances become closely connected.
Planning may include deciding how much money to retain in the corporation, how to invest corporate assets, how to pay yourself, how to prepare for retirement and how an eventual sale or succession could affect your family, tax position and estate.

How can a financial planner for business owners help with succession?

Business succession affects far more than who owns the company next. It can influence taxes, retirement income, estate planning, family relationships and the value you ultimately receive from the business.
We help owners consider different transition options, model their financial impact and coordinate succession planning with their broader personal and family wealth strategy.

What does high-net-worth wealth management involve?

High-net-worth wealth management combines investment management with more advanced planning around tax, retirement, estate strategies, insurance, corporate structures and wealth transfer.
It is particularly useful when wealth is spread across personal investments, corporations, real estate, trusts or other assets that need to be considered together.

What is private wealth management?

Private wealth management is a personalized approach designed for individuals and families with significant assets or more complicated financial needs.
It can include portfolio management, tax planning, retirement strategies, estate and legacy planning, insurance, business planning and coordination with other professional advisors.

Why work with a CERTIFIED FINANCIAL PLANNER® professional in Edmonton?

A CERTIFIED FINANCIAL PLANNER® professional in Edmonton can help you look beyond individual financial products and build a broader strategy around your life, family and long-term priorities.
For clients with complex wealth, this can include evaluating tax implications, modelling retirement and estate scenarios, coordinating business and personal assets and helping ensure different parts of the financial plan continue to work together as circumstances change.

Contact

Afshar & Machaalani Group
Private Wealth Management
(780) 395-1600

IG Wealth Management Inc.

Connect

Melad Machaalani
melad.machaalani@igpwm.ca

Lindsey Mamers
lindsey.mamers@igpwm.ca

Simrit Grewal
simrit.grewal@igpwm.ca

Location

232 Parsons Rd SW Unit 101
Edmonton, AB T6X 3B6

_{Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.}

_{Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and arranged by nesto inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.}

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