At Afshar & Machaalani Group Private Wealth Management, we deliver integrated, forward-thinking wealth management Edmonton professionals and families trust. Whether you’re a business owner, retiree, executive, or part of a multi-generational family, we help you simplify complexity and build a plan that protects what you’ve earned while positioning you for long-term success. From technical tax planning to big-picture legacy decisions, we bring structure, clarity, and confidence to every aspect of your wealth.
Advice aligned to your life
Through a comprehensive financial planning approach, we will create tailored strategies that not only help you achieve your financial goals, but also help minimize your overall tax burden now and in the future.
Is your financial well-being on track?
Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you are on track to meet your goals, based on key dimensions of your financial life. From optimizing your retirement, to preparing for the unexpected, answering a few questions pertaining to key planning areas will deliver a financial well-being score out of 100, and personalized recommendations to help you make improvements.