Family office-style services with purpose and precision
At Afshar & Machaalani Group Private Wealth Management, we are dedicated to multigenerational financial planning, serving as your family’s trusted partner to safeguard and enhance wealth for generations to come. We seamlessly integrate financial, legal, tax, and lifestyle advisory services into a unified, holistic strategy. Our extensive expertise across these disciplines ensures that our team of advisors collaborates with precision to deliver tailored solutions that align with your family’s distinct values and aspirations.
The reality is families only know what they know. Our role is to provide the knowledge, insights, and strategies that bridge the gap between where you are today and where you want to be. Financial security is not just about numbers, it is about empowering families to make confident decisions for today and for the future. Our commitment is to be your lifelong partner in wealth, ensuring that your legacy flourishes.
Who we help
We work with high-net-worth Canadians who want more than investment advice—they want a long-term plan, backed by expertise, and guided by purpose. Our clients value structure, proactive thinking, and a relationship that grows with them. We work with:
What sets us apart
We focus on long-range strategy, precision, and purpose. Every recommendation is backed by data, modelled for tax impact, and designed to support both today’s needs and tomorrow’s opportunities.
Our clients value the way we think—measured, deliberate, and fully aligned with their vision. We stay engaged through every stage of life, refining each plan as goals shift and new priorities emerge.
What we do
We provide complete, high-net-worth financial planning and advanced family office-style services for individuals, families, and businesses across Alberta. Our services include:
Retirement planning
Your retirement plan should be more than a savings target—it should be a roadmap for a life well lived. We help you transition from accumulation to income with strategies that minimize tax, preserve flexibility, and provide sustainable income for the decades ahead. Whether you’re retiring soon or already there, we ensure your wealth supports both your lifestyle and your peace of mind.
