Recent Posts

Don’t fight (or fear) the Fed

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

Federal budget 2024: Key measures that may have a direct impact on you

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

Welcome

Aziza Kotadia follows a total wealth management approach.
 
Getting the right investment advice is a key part of managing your wealth. But its just one part of a bigger picture. You may also require assistance with your finances, help planning your retirement, or guidance on how to structure your estate in a tax-efficient manner.
 
Because these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach. Aziza creates a total wealth management strategy in partnership with the Calgary Wealth Management Services Team and your tax and legal advisors to address your various financial concerns at each stage of your life.
 
  • Tax Efficient Customized Portfolio's
  • Retirement Income
  • Finanical Planning
  • Will and Estate Planning