Melad Machaalani CFP®, RRC
Melad Machaalani is a seasoned financial professional with over 20 years of experience in wealth management, corporate finance, and personal financial planning. As a CERTIFIED FINANCIAL PLANNER® professional and Registered Retirement Consultant (RRC®), and fully securities-licensed through CIRO, Melad works closely with business owners, high-net-worth families, and professionals to develop sophisticated, tax-efficient strategies for building and preserving wealth.
Melad is deeply committed to creating individualized financial plans tailored to each client’s unique goals, circumstances, and values. He believes that no two financial journeys are the same and provides curated advice that reflects the complexities and opportunities of each situation.
With a degree in Business Management from the University of Lethbridge and a reputation for being approachable, detail-oriented, and results-driven, Melad offers clients both long-term strategic vision and practical, actionable guidance. His expertise spans corporate structures, estate planning, and advanced investment strategies.
Melad is a dedicated husband and father to two daughters, as well as a proud dog owner. His family keeps him on his toes with a busy schedule of extracurriculars, and he enjoys every moment spent with them. Whether supporting clients or spending time with loved ones, Melad brings the same care, commitment, and integrity to all he does.
Lindsey Mamers CFP®
With over 15 years of experience advising clients, Lindsey is a dedicated and trusted advisor who works closely with individuals, families, and business owners to help them gain confidence and peace of mind about their financial future. As a CERTIFIED FINANCIAL PLANNER® professional, he takes a thoughtful, personalized, and analytical approach that integrates tax planning, estate planning, risk management, and investment strategies into comprehensive financial plans tailored to each client's unique goals.
Lindsey’s strength lies in building lasting relationships through clear communication, disciplined planning, and a genuine commitment to clients’ long-term success. Whether navigating complex financial matters or planning for future generations, he brings insight, structure, and care to every stage of the process.
Outside of work, Lindsey enjoys a full and active life with his wife, their two young boys, and their dog. Whether it’s playing at the park, exploring new places together, or simply spending time outdoors, he values every opportunity to be present with his family. He also enjoys a round of golf when time allows. He believes strongly in the importance of work-life balance and views thoughtful financial planning as a foundation for helping others create lives filled with purpose, stability, and enjoyment.
Simrit Grewal CFP®, BCom.
Simrit is a CERTIFIED FINANCIAL PLANNER® professional with over a decade of experience helping individuals and families turn financial goals into realities. She obtained her Bachelor of Commerce from the University of Alberta. Simrit tailors wealth management, retirement planning, and tax efficient strategies using a personalized and strategic approach that aligns with each individual's unique vision for the future.
With a strong foundation in financial planning and a commitment to continuous learning, Simrit consistently exceeds industry standards to deliver the highest level of service. Her expertise is matched by her unwavering dedication to transparency, integrity, and building lasting relationships based on trust. Simrit is especially skilled at breaking down complex financial concepts into clear, approachable advice—ensuring clients feel confident and informed every step of the way.
When she’s not crafting financial roadmaps, you will likely find Simrit discovering local restaurants around the city with loved ones. On the weekends, Simrit and her husband enjoy spending their mornings playing their new hobby—pickleball!
Parisa Maleki
Parisa Maleki is a Practice Manager at Afshar & Machaalani Group Private Wealth Management, where she supports the operations of a complex, full-service family office-style practice dedicated to delivering comprehensive wealth planning to high-net-worth clients. Since joining the financial services industry in 2023, Parisa has become an integral part of the team, ensuring that every client receives highly organized, responsive, and detail-driven support.
Parisa holds a doctorate in Soil Science and began her career as a researcher, where she developed advanced analytical capabilities, precision, and a disciplined approach to problem-solving. These strengths now inform her work in wealth management, where accuracy, discretion, and execution are critical.
Known for her professionalism, strong work ethic, and commitment to client service, Parisa is passionate about helping families achieve their long-term financial goals by supporting the team in delivering tailored financial strategies across investment, tax, estate, and retirement planning.
When she is not working, Parisa finds peace of mind in nature’s embrace, wanders through Canadian culture alongside her special other, delights in the quiet curiosity of her rescued cat, and stays inspired by continually growing her skills through new certificates.
Samantha Bradley
With over 20 years of experience in the financial services industry, Samantha Bradley is the Practice Manager for Afshar & Machaalani Group Private Wealth Management. In this role, she is instrumental in driving strategic initiatives, optimizing operations, and ensuring a seamless, high-quality experience for clients and their families.
Before joining the team, Samantha spent nearly two decades in senior leadership roles at a leading Canadian financial institution. Most notably, she served as an Area Manager overseeing a team of investment specialists across Alberta and Saskatchewan. Her career has spanned over multiple areas including investment and lending strategy, small business advising, client experience development, and branch leadership.
Samantha is known for building and leading high-performing teams and consistently delivering results with a client-first approach. In the Practice Manager role, Samantha brings a strategic mindset, operational excellence, and a collaborative leadership style to everything she does. She is deeply committed to supporting the team in delivering exceptional client experiences, ensuring that every detail aligns with each family's goals and helping them navigate complex financial decisions with clarity, confidence, and care.
Outside of her professional role, Samantha is a dedicated community member and volunteer. She spends much of her time managing youth hockey teams and supporting local sports organizations. When not at the rink cheering on her two sons, she enjoys traveling and spending quality time with her husband and family.
Sara Hajiabbaszadeh
Sara is a detail-oriented Administrative Assistant at Afshar & Machaalani Group. With a growing background in finance and accounting, she plays a vital role in supporting the team and clients by ensuring smooth operations in a full-service wealth planning environment.
With an academic background in accounting, Sara brings a well-rounded approach that includes experience in tax preparation, accounting operations, and office administration. These roles have shaped her into a quick learner who values structure, precision, and reliable service. Though new to wealth management, Sara is eager to contribute to a high-performing team and is committed to growing in her role with professionalism and care. She is recognized for her proactive mindset, adaptability, and commitment to excellence.
In her personal time, Sara enjoys cooking, watching movies, exploring the city, and making time to read or study. She finds joy in continuous learning and developing her skills both personally and professionally.