Protecting, Preserving

no matter what!

Protecting and Preserving

No Matter What

Here, at AMIRI Wealth, we believe in reliability, credibility and reputation, which is why our affiliates are amongst the top of their industry, and highly respected for their corporate governance. AMIRI Wealth Management is a financial solutions firm, and privacy and confidentiality are of top priority!

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Meet Our Team

AMIRI Wealth Management is a financial solutions firm.

We assist our clients in protecting and preserving the quality of life throughout generations no matter what happens.

We understand that we are dealing with a person's life savings and family's financial security. It is my promise and commitment to invest your hard earned wealth with the same dignity and caution, as I would with my own. The insurance solutions we provide are those that are tried, tested and recommended by the most prestigious accounting firms—rest assured you are in good hands here at AMIRI Wealth. We should hope that you will select AMIRI Wealth Management as the advisor for your financial needs. We look forward to doing business with you.

Iqbal Amiri

Investment Fund Representative, Manulife Securities Investment Services Inc. Life Insurance Advisor, President & CEO, AMIRI Wealth Management

Iqbal Amiri joined the financial services industry in 1991, beginning his career working for a multi-national insurance carrier. He then progressed in founding his own wealth management company, AMIRI Wealth Management, in 1999 of which he is the President. His practice reaches AB and ON, primarily focusing on investments & risk management strategies. As continuing education is very important to Iqbal, he completed the LUATC, Life Underwriters' Association Training Course, in 1994. He is a charter member of C.I.E.P.S. and a member of Advocis, Canada's largest association of professional financial advisors. He is also a member of Estate Planning Council – Edmonton Chapter.

Shamim Amiri

VICE-PRESIDENT

Shamim Amiri holds the position of Vice-President at AMIRI Wealth Management. She received her diploma as an associate engineer and worked several years in the insurance industry, specializing in claims. Shamim joined her husband at AMIRI Wealth Management where she is in charge of the administration, managing client & corporate partner relationships.

Shamim's Contact information is:

(780) 424-2651 ext 202
(780) 672-4141 ext 202
(780) 352-9295 ext 202

shamim@amiriwealth.com

Professional Services

to drive you forward

Our Services & Solutions

We are very much aware of the plethora of information at your disposal on how to manage your wealth; this can become overwhelming and the information not always accurate. As President of AMIRI Wealth, it is my responsibility to guide you, our valued client, through a reliable plan best suited for your lifestyle and long term goals.

Review your investment portfolio

Risk tolerance analysis
Tax efficiency of investments
TFSA or RRSP
Asset Management

Save for your child's education

Determine future education needs
Develop a plan to look after those needs

Attain personal financial security

Insurance
Life
Disability
Critical Illness
Health/ Dental
Travel

Plan for retirement

Retirement planning
Goal setting and asset allocation
Retirement income projection
Pension, CPP and OAS Analysis
RIF's and Annuities

Create estate plans

Transfer wealth effectively from one generation to the next
Minimize probate and estate taxes on transfer of family wealth
Estate bond
Inheritance

Benefit from tax strategies

Utilize financial products with preferential tax treatment
Tax deferral and tax conversion
Income splitting

Manulife Bank

Manulife Bank is a Schedule I federally chartered bank and a wholly-owned subsidiary of The Manufacturers Life Insurance Company. Established in 1993, it was the first federally regulated bank opened by an insurance company in Canada. Manulife Bank was created to support the sale of the parent’s core products and assist financial advisors in providing fully integrated financial plans to their clients.

Leveraging the Internet and cost-effective telephone banking technologies, Manulife Bank provides its customers access to their bank accounts 24-hours a day, seven days a week. Today, Manulife Bank has more than $22 billion in assets and serves clients across Canada in all provinces and territories.

To learn more, click here.

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and Publications

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Edmonton Office

5345 75 St Edmonton, AB T6E 0W4
(780) 424-2651
(780) 433-9866
8:30 AM – 4:30 PM M-F

Camrose Office

4939 49 St Camrose, AB T4V 1N3
(780) 672-4141
(780) 433-9866
9:00 AM – 4:00 PM Monday - Thursday

Amiri Wealth

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