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Hi, I am

Jahid Hassan

Wealth Manager & Tax Strategist for Halal Investors & Canadian Business Owners

Jahid Hassan, CFA, CFP — halal investing and tax planning advisor in Calgary

What My Passions are


Tax Strategies

Saving tax dollars for Canadians by finding opportunities within tax law

Halal Investment

Removing investment barriers by finding out ethical and halal investment options

Helping Small Canadian Businesses

Boosting Canadian businesses through tax strategies and grant funding opportunities


Latest Blog


  • How Big a Mortgage Can You Actually Afford?
    How much mortgage can you afford? Usually less than your pre-approval. Lenders cap you with debt-ratio rules and a stress test (your rate + 2% or 5.25%); your comfortable number sits below that.
  • Getting Money Out of Your Holdco — Without Overpaying
    Your holdco is the pension you built. A planner’s framework for getting money out in retirement at the lowest lifetime tax — CDA, dividends and timing.
  • The Right Order to Kill High-Interest Debt
    Debt avalanche vs snowball: avalanche saves the most interest, snowball clears your smallest debt fastest for momentum. Pay minimums on all, throw every extra dollar at one.