At Afshar & Machaalani Group Private Wealth Management, we believe investment planning should be about more than chasing returns. It’s about aligning your wealth with your goals, your values, and your life. As your Edmonton investment advisor, serving clients across Alberta, we design integrated strategies that tie your investments to your retirement, estate, and tax plans—so every dollar works with intention.
Whether you’re preparing to exit a business, building long-term legacy, or simply want to grow your wealth without unnecessary risk, we help you invest with clarity and purpose.
Investment advisor families and business owners trust
Our approach starts with one thing: understanding you. We ask the questions other firms skip—about your lifestyle, your fears, your family dynamics, and your goals for the future. That context becomes the foundation of your plan.
We offer hands-on service, consistent communication, and real-time plan updates. As your life changes, so does your strategy. You stay in control, supported by a team that anticipates your next move before you have to ask.
High-net-worth investment advisors who think beyond the market
Affluent Canadians often face a different kind of complexity: corporate structures, trusts, multi-property portfolios, or cross-border considerations. We understand how high-net-worth investment planning requires more than market know-how—it requires full-picture financial integration.
As high-net-worth investment advisors, we:
- Build portfolios tailored to both growth and preservation
- Integrate tax-efficient investments with long-term estate strategies
- Optimize across corporate and personal accounts
- Rebalance and refine based on real-time market and life shifts
With us, your investments aren’t managed in isolation—they’re connected to every element of your broader financial story.
Investment planning that evolves with your life
Great investment planning doesn’t stay static. It adapts. As your priorities change—retirement, business sale, a new grandchild—we evolve your portfolio accordingly.
We use advanced modelling to explore how investment choices affect your long-term success. What happens if markets dip? If you sell your business next year? If you increase charitable giving? We simulate the outcomes, assess the risks, and help you stay confident at every turn.
Tax efficiency: The unsung hero of returns
The quietest threat to your portfolio? Taxes. Every capital gain, dividend, and withdrawal can erode your wealth if not carefully structured. That’s why we bake tax strategy into every investment decision.
As your investment advisor, we help reduce taxes through:
- Strategic use of corporate and personal accounts
- Asset location planning (RRSP, TFSA, non-registered)
- Dividend and interest income management
- Capital gains harvesting and timing
- Insurance solutions that preserve wealth and reduce tax exposure
From wealth to income: Building sustainable freedom
In retirement, your investments don’t retire with you. They shift roles—from growth to income generation. We help turn your portfolio into a reliable source of tax-efficient cash flow using strategies like dividend stocks, REITs, fixed income, and conservative growth vehicles.
Whether you’re years from retirement or already enjoying it, we make sure your investments keep working—so you can keep living.
Alternative investments: When traditional isn’t enough
For many high-net-worth families, traditional stocks and bonds aren’t the full solution. We offer access to carefully vetted alternative investments—including private equity, real estate funds, and structured notes—designed to complement your core portfolio, reduce volatility, and capture opportunities unavailable through public markets. Every investment is evaluated for alignment with your goals, liquidity needs, and risk appetite. No unnecessary risk—only smart diversification.
Sustainable investing with real impact
Want your wealth to reflect your values? We offer sustainable investment options that align with ESG principles—focusing on clean energy, fair labour, environmental stewardship, and corporate responsibility. These portfolios allow you to grow your wealth while supporting causes you believe in—without sacrificing performance or diversification.
You don’t need a crystal ball—just a great partner
Markets will always shift. But your investment plan shouldn’t feel like guesswork. As your investment advisor in Edmonton, we bring a disciplined, proactive approach that transforms complexity into confidence.
We stay ahead of changes. We plan for the unexpected. We revisit your strategy before you have to ask. And when you’re ready to make your next big move—we’re already there, running the numbers, weighing the trade-offs, and offering clear, confident guidance.