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Let's Plan Brighter Future with Financial Education

Embark on a journey towards a brighter financial future with our comprehensive financial education program. Designed to empower you with the knowledge and skills needed to make informed financial decisions, our program covers key topics such as protecting your family, wealth creation and management, and wlealth preservation. Our program offers valuable insights and practical strategies to help you achieve your financial goals. Let’s plan for a brighter tomorrow, together.

Community Engagement, Financial Education

OurCore Values

Our financial investment advisory and wealth management potential is guided by core values that include integrity, excellence, client-centricity, trust, innovation, teamwork, continuous learning, and community engagement. These values drive our commitment to providing exceptional services while making a positive impact in the our community.

About Us

WhatWe Do

Adeel A Siddiqui is a leading financial investment advisor and wealth management expert, dedicated to helping community achieve their financial goals. With a team of experienced professionals, we offer personalized advice and tailored solutions to meet the unique needs of each of our community member.

We provide Life Insurance, Critical Illness Ins, Disability Insurance, Super Visa Ins, Visitor Visa Ins, Health & Dental Ins.

Our services also include Children Education Saving (RESP), Child Life Saving Plans (UL/WL), Registered Saving Plan (RRSP, TFSA, RRIF, LIRA), Corporate Wealth Strategies

Our services include Estate Planning, Last Will, Medical Directive, Enduring Power of Attorney, Liability Protection etc.

Halal Funds are available for Muslim Community

Halal investment funds are available for Muslims who wish to invest in accordance with Islamic principles. These funds avoid investments in industries like alcohol, tobacco, and gambling, as well as interest-based transactions, and instead focus on Shariah-compliant industries such as technology and healthcare. Managed by professionals who specialize in Halal investing, these funds provide Muslims with the opportunity to grow their wealth while adhering to their religious beliefs. It’s important to research and consult with a financial advisor to ensure these funds align with both financial goals and religious principles.

Protect your family from the Unforseen setbacks

Protect your family’s future with insurance coverage that provides financial security in times of need. By investing in life, health, and disability insurance, you can safeguard your loved ones from unexpected events and ensure that they are provided for no matter what. Insurance offers peace of mind, knowing that your family will be protected and financially stable, even if you are no longer able to provide for them. Don’t wait until it’s too late – take action now to protect your family’s future.

 
 
 

Secure Your Family's Financial Wellbeing

Create long-term wealth for your family and secure your children’s future by making smart investment decisions today. Investing in a diversified portfolio of wealth creation strategies can help grow your wealth over time and provide a stable financial foundation for your loved ones. By starting early and staying disciplined, you can take advantage of the power of compounding to build a significant nest egg for your family’s future needs. Consult with a financial advisor to develop a personalized investment strategy that aligns with your goals and risk tolerance, and start investing wisely to create a prosperous future for your family.

Know your retirement IncomeToday

Knowing your retirement income now is crucial for securing your financial future. By planning ahead and taking proactive steps, you can ensure that you have enough savings and investments to support your desired lifestyle during retirement. Start by evaluating your current financial situation, including your savings, investments, and expected expenses. Consider factors such as inflation, healthcare costs, and any potential sources of retirement income, such as pensions or Social Security. By creating a comprehensive retirement plan tailored to your needs, you can take control of your financial future and enjoy a comfortable retirement.

Talk to us to explore your options

01

Empowering Financial Education

At our core, we believe in empowering individuals with the knowledge and skills they need to make sound financial decisions. Our financial education program is designed to provide you with the tools and resources necessary to navigate the complexities of personal finance with confidence. From budgeting and saving to investing and retirement planning, our goal is to equip you with the knowledge you need to achieve financial success. Whether you’re just starting your financial journey or looking to enhance your existing knowledge, our educational resources are here to support you every step of the way. Join us and take control of your financial future today.

02

Community Focus

Empowering the financial future of our community is a central focus of our mission. Through education in live seminars and virtual webinars, outreach programs, and tailored financial solutions, we aim to uplift individuals and families, providing them with the tools and knowledge needed to achieve financial stability and success. We have served more than 1200  (still counting) families in drafting their last will and still conting. We want our community to learn and understand Estate related Financial Concepts and make informed decesions. 

03

Take responsibility by Planning Ahead

Taking responsibility for your financial future begins with planning ahead. By proactively managing your finances, you can ensure that you are prepared for whatever life may bring. This includes setting financial goals, creating a budget, saving for emergencies, and investing wisely. Planning ahead also involves being mindful of your financial obligations and making informed decisions that align with your long-term objectives. By taking charge of your financial future today, you can enjoy greater financial security and peace of mind tomorrow.

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Grow Organic Traffic

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Discover why our clients trust us with their Financial Futures.

Explore firsthand accounts from our valued clients, sharing their experiences and the positive impact our services have had on their financial well-being. From securing their family’s future to achieving their long-term financial goals, our clients’ stories highlight the dedication and expertise we bring to every interaction. Join our community of satisfied clients and experience the difference personalized financial advice can make in your life.

Thanks Adeel Ahmed Siddiqui adeel bhai for all services, life insurance, estate planning, will, health insurance. Anything and everything one stop shop.
He educates so well and shares all the pros and cons before. He sits with you and give u proper time and explain everything on a piece of paper in easy language. He dont use all the terminology verbally that u would forget later. He explains everything so nicely that it sticks to ur brain 😊
Very happy to get his services. JazakAllah

Sana Irfan

Adeel Ahmed Siddiqui bhai is strongly recommended for both purposes. We got our will done by him and he charged us nothing, he was very knowledgeable. And will was done for both of us my husband and me. For instance purposes he has a wide experience and he offers different kinds of insurances according the needs of customers.

Mona Shehzad

Adeel Ahmed Siddiqui is the go-to person for all your financial and insurance needs in Wil. He has proven time and again to be a reliable and dedicated professional who goes above and beyond to assist his clients, especially during their most vulnerable times. Adeel is well-versed in all types of insurance and provides expert guidance to help you make informed decisions. His commitment to his clients and his wealth of knowledge make him an invaluable asset for anyone seeking insurance advice in Wil.

Hafiz Ameen

Adeel Ahmed Siddiqui is the best person for this. He will guide you from top to bottom without any pressure. He is a true gem for the community

Muhammad Yousif Shaikh

I recommend no one other than brother Adeel Ahmed Siddiqui . He is super competent and knows what he is doing. We had an excellent experience with him when he guided us about will preparation and estate planning. Highly recommended.

Najia Ahmad

I would recommend Adeel Ahmed Siddiqui. He is thorough n detailed oriented, understands ur needs for life insurance n then provides u with solutions. Similarly for will he is the goto person.

Ali Mazhar

For all your financial needs, Please contact Adeel Ahmed Siddiqui. He helped and guide me with a lot of beneficial information. Highly recommended.

Bushra Rehman

Adeel Ahmed Siddiqui.
Best person to contact in Wil and insurance matters. He went beyond to help us in our vulnerable times and guide us alot.

Tabby Khan

If you need any financial advice or product, reach out to Adeel Siddiqui. He is a thorough gentleman and will do the job right for you.

Noor Amjadi

Adeel Ahmed Siddiqui Strongly recommended based on personal experience; he is knowledgeable and will guide you appropriately.

Shumaila Rao

ImpressionStatistics

Making an Impact by the Numbers

10

Number of
Families Served
100

Children's Higher Education
Protected
0

MILLION Dollars saved for the community

Our efforts have resulted in significant achievements, and the numbers speak for themselves. 

Contact us today to start planning your financial future with confidence

Take the first step towards securing your financial future by contacting us today. Our team of experienced professionals is ready to provide you with personalized financial investment advisory and wealth management services tailored to your unique needs. Whether you’re planning for retirement, saving for your children’s education, or looking to grow your wealth, we are here to help. With our commitment to integrity, excellence, and client-centricity, you can trust us to guide you towards a more secure financial future. Contact us now to schedule a consultation and start your journey towards financial success.

 
Book an Appointment

Contact Us Today

Join us today and take the first step towards a brighter financial future. Whether you're looking for expert financial advice, personalized wealth management solutions, or simply want to learn more about managing your finances, we're here to help.

We are committed to upholding the highest ethical standards, delivering exceptional service, and making a positive impact in the communities we serve.

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1925 18 Ave, NE,

Calgary, AB T2E 7T8
 

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