Recent Posts

The Fed approaches a new phase of interest rate policy

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

Fall Economic Statement 2024: Canada boosts investment appeal and the deficit deepens

Given the political uncertainty facing Canada, the fate of many of the measures announced in the 2024 Fall Economic Statement is highly...

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