Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Khorshid & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Retirement Planning

Personalized advice goes beyond evaluating numbers to give you insightful retirement strategies. Our approach begins with a deep understanding of what truly matters to you and how your needs might evolve – to ensure your plan today meets the needs of your tomorrow.

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Business Succession

You have built your business to where it is today. We can help you plan for what happens next. A successful transition of your business is a critical aspect of your financial well-being. We can help you navigate the key decisions to help you achieve your goals.

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Intergenerational Wealth

The successful transfer of wealth between you and your children begins with a conversation. With the largest intergenerational wealth transfer in Canada approaching, it’s important to be prepared. We can help with that conversation and help you build a sustainable plan.

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What Our Clients Say

  • We feel very comfortable about asking questions because he provides answers thoroughly and carefully. We always feel that Faisal cares about us and about making the best plan for us.

    -   Elin & Iver S.

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  • My wife and I were lucky enough to be ‘inherited’ by Faisal following the retirement of our previous advisor. We appreciate his respecting our short-term wants and needs yet pushing us as required to ensure we reach our long-term financial goals.

    -   Brad & Angie H.

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  • We are very comfortable and secure in his knowledge to move us ahead as we live out our years of retirement.

    -   Bruce & Carolyn M.

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  • Joni S. and Lou G.

    Faisal truly takes great pride in being able to assist clients achieve their goals in life through financial planning. We would not hesitate a single second to recommend to anyone that utilizing Faisal would be one of the best financial decisions they could make.

    - Joni S. and Lou G.

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  • Dr. Nasim A.

    Faisal has implemented a range of different financial strategies from incorporating my medical practice early on, to setting up a family trust and private foundation, to implementing an Individual Pension Plan and now, my will and estate planning. Through it all, he’s made each and every concept simple and understandable. The result? Peace of mind that goes beyond numbers—to deliver on what’s most important to me.

    - Dr. Nasim A.

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  • Zahirali & Roshan H.

    Faisal is very thorough and genuinely cares about us.

    - Zahirali & Roshan H.

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  •  Dr. Rhonda & Jeff B

    Faisal strives for excellence, he has achieved countless certifications and works hard to customize financial plans, insurance etcetera, for each client, all while maintaining a busy family life. He always makes sure you understand what he would like to achieve for you and how he plans to get you there. Wehave referred many friends and relatives, all are very happy they have chosen Faisal as their consultant.

    -  Dr. Rhonda & Jeff B

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You’ve worked hard to build your wealth and you want to take control of your legacy; but where should you start?

Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.

Our Leadership

Videos

From Faisal's Desk

An introduction from Faisal

Transitioning family wealth

When planning your family’s financial future, there’s a lot to think about and a lot to talk about. IG Wealth Management’s President and CEO Damon Murchison and Christine Van Cauwenberghe, VP of Tax and Estate Planning discuss the value of integrated, straightforward advice.

Education Centre

IG PRIVATE WEALTH MANAGEMENT |
Looking ahead to 2023, we’re feeling more optimistic towards both the equity and fixed income markets (we’re confident they’ll soon come out of their troughs). At the same time however, the probability of an economic recession in Canada and the United States is more likely. We also expect to see peaks in inflation, interest rates and economic activity.
IG PRIVATE WEALTH MANAGEMENT |
The recently announced Federal budget contains several measures that could affect your financial plans. We’ve provided key takeaways and a summary of the budget proposals.