Shafiq Kassam

Shafiq Kassam

Financial Planner

BA

I go beyond building investment plans, I build personalized financial plans

Contact Me

Phone

Office

(403) 292-1400

Office Location

2045 34th St N E Calgary, AB T1Y6Z2. map

See Additional Office Locations

I have been working in the financial services industry since 1997, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold Bachelor of Economics degree from the University of Calgary. I look forward to working with you.

Certificates

BA

Languages

Gujarati

Katchi

Hindi

Frequently asked questions

Get answers to your financial planning questions.
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Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

Let's Connect

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

Market Perspectives: The New Market Regime: More Paths to Performance

The TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.

TDAM: Tax & Retirement Planning Guide

At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.

The retirement homestretch: A 5-year checklist

This checklist may help alleviate some of your retirement worries.

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.

Hank, Janice & Eldon's Story - Growing Opportunity

Growing opportunity for a Farming Family

As businesses grow, it can be difficult to understand all aspects of it. Obtaining financial advice can help you see opportunities for growth.

Hank and Janice have been farming together since they were married and then their kids got involved. They relied on TD Wealth for financial advice to help make prudent decisions as they kept growing and for the next generation.

Let's connect to learn how I can help develop strategies to support your personalized financial plan.

Our Steps To Preparing A Plan Uniquely Yours

Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.

Build Net Worth

We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect What Matters

By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement Tax-Efficient Strategies

We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a Legacy

Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

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