Headquarters:
Suite 601 - 110 9th Ave. SW, Calgary, AB, T2P 0T1
Year founded:
2017
Number of employees:
7
Phone:
587 349 2274
Email:
shafik.hirani@alignedcapitalpartners.com
Website:
shafikhirani.ca
LinkedIn:
linkedin.com/in/shafikhirani
“We are always improving the technology used to analyze and to gain insights into client behavior and preferences, allowing for more tailored advice and services. We are focused on hosting regular education events on various financial topics to help clients make informed decisions and increasing our reach to those who may need assistance”
Shafik Hirani,
Shafik Hirani’s Private Wealth Management Practice at Aligned Capital Partners
Shafik Hirani, BComm, CFP, CLU, RRC
Senior Investment Advisor
Grace Jahns
Registered Representative, Operations Manager, Insurance Consultant
Yogiraj (Raj) Sardesai
Operations Assistant
Leadership
Shafik Hirani continues to move away from the traditional financial planning paradigm by focusing on his unique approach of beginning with the end, so he can interrupt ineffective patterns that clients may not have known they had and teach them alternative approaches to finance using emotional intelligence (behavioral psychology). With three decades of experience in the industry, Hirani is a sought-after media presenter, sharing his insights on platforms like the “BNN Business Day AM show” and “CTV Alberta Primetime News.” His expertise in the psychology of wealth has earned him invitations to speak at over 100 Alberta-based corporations.
Senior Investment Advisor
Shafik Hirani, BComm, CFP, CLU, RRC
Whether it is through her work in life insurance or in private wealth management, Grace Jahns strives to make a positive impact on the lives of those she serves, helping them navigate the complexities of financial planning with confidence and peace of mind.
Jahns is dedicated to helping clients achieve and protect their goals and dreams, ensuring they have the support and guidance needed to secure their financial future. Her approach is characterized by empathy and a genuine passion for client success, which allows her to provide exemplary solutions tailored to individual needs.
Registered Representative, Operations Manager, Insurance Consultant
Grace Jahns
Raj Sardesai excels at providing independent, unbiased research, excellent service and, most importantly, someone that can be trusted to create a customized approach to achieve your personal financial objectives. He holds holistic financial planning to the core of his client’s wealth management methodology.
Sardesai recognizes the importance of long-term investing and the impact of starting early. He believes in spreading financial literacy awareness in Canadians and follows it by educating clients on behavioural finance strategies for wealth creation with a holistic broader picture.
Operations Assistant
Yogiraj (Raj) Sardesai
“We are always improving the technology used to analyze and to gain insights into client behavior and preferences, allowing for more tailored advice and services. We are focused on hosting regular education events on various financial topics to help clients make informed decisions and increasing our reach to those who may need assistance”
Shafik Hirani,
Shafik Hirani’s Private Wealth Management Practice at Aligned Capital Partners
“We operate with complete transparency and integrity, free from the pressure to sell proprietary products. Our recommendations are solely based on what’s best for our clients, ensuring a conflict-free advisory experience”
Shafik Hirani,
Shafik Hirani’s Private Wealth Management Practice at Aligned Capital Partners
Leadership
“We are always improving the technology used to analyze and to gain insights into client behavior and preferences, allowing for more tailored advice and services. We are focused on hosting regular education events on various financial topics to help clients make informed decisions and increasing our reach to those who may need assistance”
Shafik Hirani,
Shafik Hirani’s Private Wealth Management Practice at Aligned Capital Partners
“We operate with complete transparency and integrity, free from the pressure to sell proprietary products. Our recommendations are solely based on what’s best for our clients, ensuring a conflict-free advisory experience”
Shafik Hirani,
Shafik Hirani’s Private Wealth Management Practice at Aligned Capital Partners
Leadership
Meagan Lee
Software and Data Management
Meagan Lee’s early career began with a strong focus on client service. Her natural ability to connect with people and her dedication to providing top-notch service quickly set her apart. As she transitioned into roles supporting founders and executives in multiple startup environments, she discovered her talent for operations and honed her skills in dynamic and fast-paced settings. These experiences sharpened her ability to adapt quickly to evolving challenges and collaborate effectively with diverse teams.
Her adeptness in streamlining processes, managing complex tasks, and engaging with multiple stakeholders has significantly contributed to the success of the companies she has worked with. These improvements have not only enhanced operational efficiency and client relations but also led to notable revenue growth. Her hands-on experience in these dynamic settings cultivated a deep appreciation for innovative problem-solving and a steadfast commitment to prioritizing client needs.
Lee is now excited to leverage her diverse skill set to support our financial advisory team and contribute to the firm’s continued growth and success by managing a spectrum of administrative and operational responsibilities. With her meticulous approach and keen attention to detail, she helps keep operations moving efficiently, freeing advisors to dedicate themselves to delivering even more exceptional client care.
Software and Data Management
Meagan Lee
Kiana Chew
Business Development Manager
Possessing countless years of professional working experience as an account and project manager, Kiana Chew has developed a high standard of proficiency in all aspects of management. These skills have guided her to be a successful part of the team as business development manager at Shafik Hirani’s Private Wealth Management Practice at Aligned Capital Partners.
In earlier years, Chew studied law through the Paralegal Program at CTS Canadian Private Career College and held an honours GPA in Mental Health and Addictions at Canadore College in North Bay, ON, before shifting her focus to the dynamic realm of project management.
Prior to joining the practice, Chew’s record can be shown as successfully managing multimillion-dollar clients, as well as effectively communicating with client executives, company managers, functional leads, engineers/programmers, and system owners to consistently deliver solutions that have exceeded business requirements.
Chew’s commitment to client satisfaction extends beyond mere transactions; it encapsulates her commitment to trust, fostering collaboration, and building long-term partnerships. With enthusiasm, she is committed to making impactful and meaningful contributions toward the future achievements and success of the practice while ensuring that client satisfaction and success remain the foremost priority.
Business Development Manager
Kiana Chew
Shafik Hirani’s Private Wealth Management Practice at Aligned Capital Partners Inc specializes in crafting personalized strategies that encompass retirement planning, tax optimization, and risk management.
At the heart of the practice lies a steadfast commitment to ethical conduct and integrity, and an emphasis on not simply meeting the minimum regulatory requirements but exceeding them by fostering a culture of compliance and excellence.
The advisory team is led by two principals:
“We operate with complete transparency and integrity, free from the pressure to sell proprietary products. Our recommendations are solely based on what’s best for our clients, ensuring a conflict-free advisory experience”
Shafik Hirani,
Shafik Hirani’s Private Wealth Management Practice at Aligned Capital Partners
Mohit Beltur
Operations Assistant
Kirk Merrett
Director, HR and Administration
Michael Ricciuto
Director, Safety and Compliance
Simon Williams
Chief Strategy & Distribution Officer, Arch Insurance International
and Active Underwriter, Syndicate 1955
Mohit (Mo) Beltur moved to Canada in 2021 and graduated from the University of New Brunswick in 2022. After completing his MBA, Mo worked in various industries, including some of the big banks where he was a financial advisor and was in the Top Advisor list consecutively. Beltur has a Mutual Fund license and is now working toward being an Investment Representative with CIRO.
He began working with Shafik Hirani in April 2024 as operations analyst, which is his current role. He is known for client servicing, a research-oriented approach, analytical reporting, and cohesiveness. His personal values are trust and integrity, and his goal is to become a successful investment advisor by understanding and optimizing clients’ finances and emotions.
Operations Assistant
Mohit Beltur
Kirk Merrett is the director of human resources and administration at HAC. Since joining the company in 2013, Merrett has been leading the strategic development of the HR function to promote maximum effectiveness in Hyundai’s diverse workforce and directing the inclusive philosophy for attracting and retaining the best talent. Merrett draws from a deep level of expertise through over 20 years’ experience in organizational management and corporate governance.
Merrett strongly believes in the personal and professional benefits of corporate social responsibility and is directly involved in a number of organizations. He and his team have driven a number of youth-targeted CSR initiatives focused on diversity, equity and inclusion, most notably with BGC Canada, for which Hyundai Canada is a title sponsor. In January 2023, he was recognized as Notable Champion of Diversity by Automotive News Canada.
Prior to joining Hyundai, he served as a human resources senior executive for Mitsubishi Canada and Eddie Bauer of Canada.
Director, HR and Administration
Kirk Merrett
Michael Ricciuto is the director of safety and compliance at HAC. He is responsible for guiding and elevating Hyundai and Genesis as the automotive leaders in safety and compliance while overseeing all government policy interactions and strategies.
Ricciuto is a familiar face to HAC, having previously been with the company for eight and a half years. In 2010, he joined HAC as the national manager, product and strategic business planning, was promoted to director, product and corporate strategy in 2016, and subsequently moved to the director, Genesis role where he launched the unique Genesis retail business model in Canada.
Most recently, he was with Volkswagen Canada as their director, network development, for over four years. He also has experience in various engineering and managerial roles, including manager of automotive regulatory activities and vehicle environmental programs, at GM Canada.
Director, Safety and Compliance
Michael Ricciuto
Kimi Shah leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic, and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
“Despite the challenging claims environment, QBE’s coverage and risk appetite have remained consistent. Brokers and customers know and understand our risk appetite and the cover we offer, providing them with certainty for the future,” says Erica Kofie, head of cyber proposition. “We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions.”
Kofie adds, “Through 2022, QBE successfully delivered significant growth in the cyber sector, reflecting the depth and strength of our team. We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations.”
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Medal
Small business
Brokers’ Pick – Professional liability
Broker's Pick – Personal Accident and Illness Insurance
Turnaround time – claims
BDM support
Broker communication, training and development
Overall service level
BDM support
BDM support
Medal
Overall service level
Broker communication, training and development
BDM support
Turnaround time – claims
Broker's Pick – Personal Accident and Illness Insurance
Brokers’ Pick – Professional liability
Small business
Medal
Overall service level
Broker communication, training and development
BDM support
Turnaround time – claims
Broker's Pick – Personal Accident and Illness Insurance
Brokers’ Pick – Professional liability
Small business
We welcome those from a variety of backgrounds to help strengthen our Nation, and your career. With a wide range of opportunities, a rich heritage, strong core values, and extraordinary benefits, you’ll find a place to forge a career and be a force for positive change. When you work for the Choctaw Nation, you’re seen as a member of a family.
We constantly strive to improve the health and happiness of our Choctaw associate family and their dependents through our exceptional benefits and resources, which include access to employee health clinics (these function like free urgent care clinics), 12 Choctaw Nation Wellness Centers, a tuition reimbursement program, and a 401(k) retirement plan with employer match.
The firm utilizes the Total Financial Planning Process, which is made up of six distinct steps:
1. Discovery
Senior investment advisor, Shafik Hirani
Operations manager, Grace Jahns
With over three decades of experience, Hirani has been named national manager of the year seven times in succession, from 500+ branch managers and the top 1% of advisors out of 5,000. He is a common media presence sharing insights on platforms such as BNN Business Day AM and CTV Alberta Primetime News.
Grace Jahns streamlines processes and enhances client experiences, along with contributing to the overall efficiency and effectiveness of the practice. She also currently serves as a registered representative with complimentary life insurance and accident & sickness licenses.
Describing the firm’s ethos, Hirani says, “Every client is a priority. We offer a high-touch, personalized service where your financial advisor knows you by name and understands your financial journey intimately.”
A differentiating factor in the practice’s performance is their promotion of financial literacy and mentorship to clients.
“We operate with complete transparency and integrity, free from the pressure to sell proprietary products. Our recommendations are solely based on what’s best for our clients, ensuring a conflict-free advisory experience,” explains Hirani. “We provide clear, competitive pricing with no hidden fees, ensuring clients understand exactly what they are paying for and how it benefits their financial plan.”
a. Psychology
b. Family and personal life circumstances
c. Aptitude
d. Assets
e. Knowledge
2. Formal Introduction of Investment Advisor(s)
a. Review credentials and past performance
3. Establish Investor Profile
4. Establish Financial Goals and Projections
5. Implementation
a. Establish a financial plan, recommendations and gauge validity of projections
6. Regular portfolio reviews
Another priority that the team has is listening to clients and ensuring their voice is valued. Their belief is the more they know about an individual’s financial situation, they more they can do to help achieve their financial goals.
Hirani adds, “We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for any client and work hard to earn their trust.”
The one-size-fits-all attitude is something the firm does not subscribe to. The team believes in bespoke financial planning, crafting individualized strategies that reflect specific circumstances, aspirations, and risk tolerance.
They also have a future focus on strengthening their offerings to new and existing clients.
“We are always improving the technology used to analyze and to gain insights into client behavior and preferences, allowing for more tailored advice and services. We are focused on hosting regular education events on various financial topics to help clients make informed decisions and increasing our reach to those who may need assistance,” says Hirani.
