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PROTECT & PRESERVE
No Matter What
Here, at Amiri Wealth Management, 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!
Meet the Team
We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience.
10/2019 Iqbal Amiri was welcomed at the Manulife Securities Business Forum in Richmond Hill, ON to speak to the attendees consisting of top financial advisors dedicated to high level of service to their clients.
Had a great time presentation at the Planning Oriented Advisor Progamme by Manulife Securities . Thank you for the opportunity, it was an honour and a privilege to be asked to speak among some of the top financial advisors.
04/2019 Super grateful to Manulife Securities for granting me with the Ovation Award, the only one from Alberta. I could not have done it without the Amiri Wealth Team. Thank you to Manulife Securities, for your continued guidance and support!
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 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 Management.
"Outstanding service that is customized to my evolving needs. With AMIRI Wealth, I don't need to worry about my finances..." ~ AlyKhan
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 is located in AB, 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 CALU (conference for advanced life underwriters).
VICE-PRESIDENT - AMIRI WEALTH MANAGEMENT Administrative Assistant - Manulife Securities Investment Services Inc.
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.
Office ASSISTANT, AMIRI WEALTH MANAGEMENT
Administrative Assistant, Manulife Securities Investment Services Inc.
CAMROSE OFFICE
PROFESSIONAL SERVICES
To Drive You Forward
PROVIDING THE VALUE OF ADVICE
Markets are continually changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.
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 Management, it is my responsibility to guide you, our valued client, through a reliable plan best suited for your lifestyle and long term goals.
INSURANCE SOLUTIONS
Protect what matters most...
INSURANCE SOLUTIONS
It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind and put precious time back where it belongs – in your hands. We can provide educated advice and expertise in solutions such as:
Life, Health & Travel insurance
Disability and Critical illness protection
INVESTMENT SOLUTIONS
Grow your wealth...
INVESTMENT SOLUTIONS
Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise for your needs, including:
Registered retirement plans (RRSP, RRIF)
Locked-in retirement account (LIRA)
Registered education savings plan (RESP)
Tax-free savings account (TFSA)
ESTATE PLANNING
Leave a legacy for your family and estate...
ESTATE PLANNING
By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones.
Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax planning, and charitable gifts.
Goals-Based Investing focuses on helping you meet your income goals, not about performing against a stock market. Driven by advanced analytics that illustrate what your retirement spending needs could look like in the future, you can gain confidence in the potential to grow your future income stream.
Whether your focus is travel, leisure, family time or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.
Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your employees engaged by helping manage their health and wellness. Whether you are a small or large business, we'll meet with you to assess your needs and explain your options, like:
Group benefits & Group retirement
Group pension
Competitive employee benefits
Key Person and Business insurance
BANKING SOLUTIONS
Bank anywhere, anytime...
BANKING SOLUTIONS
Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your financial goals.
5345 75 St Edmonton, AB T6E 0W4 (780) 424-2651 | (780) 433-9866 | 8:30 AM – 4:30 PM M-F
Camrose Office
4941 49 St Camrose, AB T4V 1N3 (780) 672-4141 | (780) 433-9866 | 8:30 AM – 4:30 PM M-F
While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us. Contact us today through the convenient form below, email us, or call by phone to get started today!
