Simplicity
We believe your life should be interesting and your investments boring. And we’ll use plain English to explain it all.
WE BELIEve in Islamic Investing.
It is these principles that guide our investing, client relationships and business practices.
Canadian Islamic Wealth is the first wealth management firm in Canada dedicated specifically to halal investing. We offer pioneering investment solutions that align with the Muslim faith so that we can help clients achieve their financial goals without compromising their values.
Our advisors work with individuals, families and business owners to build robust financial plans that help these clients from every walk of life.
For some our plans our designed to give them the lifestyle they want for others it is about protecting assets and making sure they last through retirement and for others it is leaving a legacy that our family, community and our creator can be proud of.
Our disciplined planning process turns these goals and many more into to realities. It is our comprehensive examination of our client’s financial picture that allows us to determine the best financial plan and prescribe synchronized strategies to help clients achieve their desired outcomes.
Investments
Strategic planning can take the stress out of market fluctuations
Benefit from our experience
Our synchronized financial planning always takes the context of the rest of your life into account – things like your goals, your concerns, and your dreams.
Cash Management
We offer a number of products that can help you manage the demands of your day-to-day banking and borrowing needs.
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WHAT MAKES US DIFFERENT
In case you didn’t get it form our intro we are the first ever wealth management company that is dedicated to Halal investing. We take that extra step to make sure that your investments work towards achieving your goals without compromising on your values.
Beyond that, we are committed to helping our clients achieve their desired outcome. We do this by keeping clients educated (links to educations center), choosing appropriate investments, and managing risk for clients. All this is communicated through a financial plan.
Truth
People should always expect, and get, the whole truth. We are fiduciaries, 100% of the time.
Transparency
We shed light on the fees you pay and what you are paying for.