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PROTECT & PRESERVE
No Matter What. 

Financial services to help you reach your goals.

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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.

Meet the team

Services & Solutions

Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.

See how we can help

Client Resources

Your financial life doesn’t have to be complicated. Bookmark this helpful page for your one-stop-shop for your financial tools and Resources.

Check out our resources

WHAT'S NEW at AMIRI Wealth Management 

Meet Our Team

YOU'RE IN GOOD HANDS

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. 



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.  

Contact us today to get started

Iqbal Amiri Photo

Iqbal Amiri

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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. 

Read Iqbal's Story featured in 

Shamim Amiri Photo

Shamim Amiri

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Shamim Amiri

VICE-PRESIDENT - AMIRI WEALTH MANAGEMENT


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

 

Rahim Dossa  Photo

Rahim Dossa

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Rahim Dossa 

INVESTMENT ASSOCIATE AT AMIRI WEALTH MANAGEMENT
Edmonton Office


I am a young and ambitious professional that strives to help individuals, families, and business owners manage their finances and plan for the road ahead. I am fortunate enough to consistently learn from some of the best and brightest in the industry by attending conferences, webinars, and speaking first hand with many high level professionals. I put my heart into everything I do and always crave to do better.

 

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Denise Ordze

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Denise Ordze 

Client Services Manager at Amiri Wealth Management
Camrose office 



Darion Geddes  Photo

Darion Geddes

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Darion Geddes

Assistant at AMIRI Wealth Management
Camrose office 


   

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Sheryl Lorenz

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Sheryl Lorenz

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. 

Try these Estate Planning Resources.

PLANNING FOR RETIREMENT

Grow your future income stream...

PLANNING FOR RETIREMENT 

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. 

Contact us today to get started!


GROUP & BUSINESS SOLUTIONS

Attract and retail the best talent...

GROUP & BUSINESS SOLUTIONS

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.  

Learn more about Manulife Bank

Open an Advantage Bank Account Today!


For more information on services and solutions to your financial needs... 

CONTACT US TODAY

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News, Articles & Publications

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Stay in Touch

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

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!

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