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  • Todd:
  •  Tel: 403 543 2922
  •  talmasi@pifinancial.com
  • Samantha:
  •  Tel: 403.543.2923
  •  swd@pifinancial.com
  •  Toll Free: 1 844 543 2922

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“I follow three rules.  Do the right thing, do the best you can, and always show people you care.”

- Lou Holtz

“Someone is sitting in the shade today because someone planted a tree a long time ago.”

- Warren Buffet

“The underlying principles of sound investment should not alter from decade to decade, but the application of these principles must be adopted to significant changes in the financial mechanisms and climate.”

- Benjamin Graham

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Todays Investment Challenges

 

4-Step Process

 

Our Value Commitment

 

Guiding Principles

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Almasi Wealth Management

No matter what your individual situation, whether you are an individual investor or in charge of institutional, corporate or charitable assets, planning investments has become a greater challenge in recent years.

In the ever changing investment climate today, faced with multitudes of new products and changing tax laws, you need a professional Wealth Advisory Team, who has the experience, expertise and service commitment to help you make the right decisions.  You need disciplined wealth management.

Today’s financial service marketplace is crowded with products and services that are largely similar.  However, we take a personalized approach to wealth management – one that could be extremely beneficial to you.

Almasi Wealth Management serves as a solutions provider for all aspects of our clients’ wealth.  What does this mean?  We provide a customized combination of capital preservation, tax minimization and wealth creation strategies.

By working with a select group of individuals and institutions/corporations, we ensure that we thoroughly attend to each of our clients specific needs.  With a disciplined investment management approach, we can ensure our clients that all investment decisions are consistent with achieving their financial goals.

Our Blog

 

Latest Blog Posts

What's keeping you up at night??
Dec 14, 2017 by Almasi Wealth Management

Canoe Financial Portfolio Manager Rafi Tahmazian discusses what's keeping him and Bank of Canada Stephen Poloz up at night.

What in your portfolio is keeping you up at night? What is keeping your advisor up at night? Have you reviewed your investment plan to avoid the things that are keeping you up at night?

Click on link below to watch video.

https://www.bnn.ca/video/~...

Read More
Bitcoin & Crypto Currencies...do you know what you are owning?
Dec 13, 2017 by Almasi Wealth Management

bitcoin bubble photo.jpgI am not saying that crypto currencies will not be around, but I am saying that one must do all the same homework and ask all the same questions that they would on any investment.

How does this opportunity fit into my investment plan?

How will the gain or loss affect me achieving my investment goals?

Do I...

Read More
Quote of the Week #3
Dec 13, 2017 by Almasi Wealth Management

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Latest Commentary

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300 5th Avenue SW Suite 1560 , Calgary, Alberta T2P 3C4 Canada

300 5th Avenue SW Suite 1560
Calgary, Alberta
T2P 3C4 Canada

  • Todd:
  •  Tel: 403 543 2922
  •  talmasi@pifinancial.com
  •  
  • Samantha:
  •  Tel: 403.543.2923
  • swd@pifinancial.com
  •  Toll Free: 1 844 543 2922

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