Shafiq Kassam
Financial Planner
BA
I go beyond building investment plans, I build personalized financial plans
Phone
Office Location
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
What does a financial planner do?
What to expect at my first meeting?
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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.
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
Market Perspectives: AI Eats the World - Themes for 2025
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.
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
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Money Mismatch: 4 ideas to manage your money and your relationship
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Money Mismatch: 4 ideas to manage your money and your relationship
More than half of Canadians surveyed say they would break up over a partner's spending habits. Here's why some planning and flexibility can be the foundation of a great money partnership.
2026 resolutions: 4 things you can do now to improve your fiscal fitness
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2026 resolutions: 4 things you can do now to improve your fiscal fitness
Starting the new year on the right foot, financially, may be easier than you think. Are you ready to strengthen your wealth building muscle? Here are four ways to get your money doing some of the heavy lifting.
3 questions snowbirds should ask before taking flight
Article
3 questions snowbirds should ask before taking flight
The annual migration may look a little different for Canadian snowbirds this year. Whether you're still planning or already packing, here are three items to double-check before heading abroad for an extended period.