You’ve built a career on smart decisions, high performance, and leading under pressure. But when it comes to your own wealth, the picture isn’t always so clear. Executive compensation can be layered, technical, and—without expert planning—expensive. Stock options, pensions, deferred bonuses, taxable benefits—it all adds up fast.
At Afshar & Machaalani Group Private Wealth Management, we specialize in helping high-performing executives simplify their financial lives, preserve more of what they’ve earned, and prepare for a future on their terms. As your CERTIFIED FINANCIAL PLANNER® professionals in Edmonton, serving clients across Alberta, we bring clarity to complexity—creating a plan that reduces tax, protects your wealth, and empowers you to make confident decisions about what comes next.
Your role is demanding—your financial plan shouldn’t be
You’ve spent years climbing the ladder. Now your compensation includes more than a salary: bonuses, RSUs, stock options, executive pension plans, and corporate savings structures. Each has value—but each also carries tax implications, vesting conditions, and withdrawal limitations.
We take all of that and build one integrated strategy. One that aligns your income with your lifestyle, coordinates your investments and insurance, and helps you move toward financial independence—sooner, smarter, and with less stress.
Tax efficiency that’s baked into every strategy
As a high-income earner, tax erosion is likely your biggest long-term threat. That’s why tax strategy drives everything we do. As your high-net-worth financial advisor, we integrate advanced tax planning into every aspect of your financial strategy, helping you:
- Maximize deductions and corporate tax efficiency
- Strategically time bonuses, capital gains, and deferred comp
- Use charitable giving and insurance-based solutions to reduce taxable estate values
- Optimize pension splitting and retirement income withdrawals
We help you build a long-term plan that prevents overpaying in the first place.
Financial planning that supports your life at home—not just in the office
Executives often carry career and family responsibilities. Many of our clients are supporting children, funding education, helping aging parents, or planning for succession within a blended family. That’s why our plans don’t focus solely on your portfolio. We look at the full picture—cash flow, tax, estate, and family.
We work with you to:
- Set up RESP and education savings strategies
- Build legacy and estate plans that reduce conflict
- Structure income for multi-generational support
- Coordinate wealth transfer and long-term charitable goals
As high-net-worth advisors, we understand your financial life isn’t just about accumulation—it’s about stewardship, and the confidence that your wealth will support the people and causes you care most about.
