Wealthverse

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Wealthverse Senior Consultant Our clients include, but are not limited to Medical Professionals, Engineers, Lawyers, Small Business Owners and Oilfield Service Personnel.

Our team participates in teaching various private and corporate seminars. Afshan and her team have gone on to achieve pillar awards every year in 2014, 2015 and 2016, based on new business. When you work with us, you can be confident that our unparalleled understanding of tax, investment and risk management will provide you with a comprehensive plan that is built to achieve your life goals. When not working, Afshan serves as a coach for JDC West, the largest business competition in Western Canada at the University Of Alberta School of Business. Her team won first place at last years annual competition featuring the top business schools and students from across Canada. Since then Afshan has gone on to complete her QAFP in 2021. Her mission is to grow her practice and her team while providing the highest level of client service experience.

Which one are you claiming? 👀Save your favourite and send this to someone you’re getting wealthy with.
09/22/2026

Which one are you claiming? 👀

Save your favourite and send this to someone you’re getting wealthy with.

Buying your first home is about more than saving for a down payment and qualifying for a mortgage. 🏡Closing costs, insur...
09/20/2026

Buying your first home is about more than saving for a down payment and qualifying for a mortgage. 🏡

Closing costs, insurance, utilities, property taxes and maintenance can add thousands to the real cost of homeownership. The goal is not simply to get approved. It is to buy a home you can comfortably afford after every expense is accounted for.

Save this before you start house hunting, and send it to someone planning to buy their first home.

Which homeownership cost surprised you the most?

09/13/2026

Me waiting for compound interest to turn my projected retirement balance into a real one 💰

Money cannot cure depression, anxiety, grief, or trauma. But financial security CAN remove many of the conditions that k...
09/10/2026

Money cannot cure depression, anxiety, grief, or trauma. But financial security CAN remove many of the conditions that keep people in survival mode.

It’s difficult to feel calm when rent is due, debt keeps growing, groceries feel unaffordable, and one emergency could unravel everything.

Money buys more than things. It can buy time to recover, access to support, the freedom to leave unsafe situations, and the ability to handle an emergency without your entire life collapsing.

That’s why financial planning is not simply about becoming wealthy. It is about creating safety, stability, and options.

What part of your life would feel lighter if money were no longer a source of stress?

Money shame has a way of turning every financial decision into a character assessment.Spent too much? “I’m irresponsible...
09/04/2026

Money shame has a way of turning every financial decision into a character assessment.

Spent too much? “I’m irresponsible.”
Started investing late? “I’m behind.”
Avoided checking your accounts? “I’m terrible with money.”
Need help? “I should know this already.”

But shame is rarely a useful financial strategy.

You can acknowledge a decision you wish you made differently without making it evidence that there’s something wrong with you. You can enjoy spending that genuinely fits your life without feeling guilty for it. You can ask for help without believing you should have figured everything out alone.

Financial growth requires honesty, but honesty and self punishment are not the same thing.

Look at the numbers. Learn what they’re telling you. Adjust where you need to. Then keep moving.

Your financial past is information, not an identity.

When a client calls you the fairy godmother of their finances… 🥹🪄This review means so much to our entire team. We never ...
09/01/2026

When a client calls you the fairy godmother of their finances… 🥹🪄

This review means so much to our entire team. We never want our clients to feel like they’re being asked to blindly trust a plan they don’t understand. Our goal is to explain the reasoning, teach along the way, and help every client feel informed and confident about their financial decisions.

Michael, thank you for trusting Wealthverse and for putting your experience into such thoughtful words. Helping our clients find greater financial literacy and peace with money is exactly why we do this. ♥️

08/29/2026

Listen I said I work in finance. I didn’t say they let me near the numbers.

There is NO age limit on becoming financially confident.Starting earlier gives your money more time to grow, but that do...
08/28/2026

There is NO age limit on becoming financially confident.

Starting earlier gives your money more time to grow, but that doesn’t make starting later pointless. You may be earning more, understand yourself better, and be far more prepared to make intentional decisions than you were in your 20s.

You do not need to chase risky investments or punish yourself for not starting sooner. You need a strategy that makes sense for your life now.

The best time may have been earlier. The next best time is today.

Send this to a woman who needs to know she isn’t behind. ♥️

A will is important, but it doesn’t necessarily determine where every asset goes when you die. 👀Depending on how an asse...
08/25/2026

A will is important, but it doesn’t necessarily determine where every asset goes when you die. 👀

Depending on how an asset is owned, structured, or designated, it may pass outside your will.

Here’s how:

1. Life Insurance
With a named beneficiary, the death benefit is generally paid directly to them rather than through your estate.

2. RRSPs & RRIFs
A named beneficiary may receive the proceeds directly. Tax consequences can still apply, with special rules for spouses and certain dependants.

3. TFSAs
A named beneficiary can receive TFSA proceeds. A spouse or common law partner can instead be named successor holder, allowing them to take over the TFSA while maintaining its tax exempt status.

4. LIRAs & LIFs
Pension legislation applies to these locked in accounts. Depending on your province and circumstances, a spouse or eligible beneficiary may have rights to the funds outside your will.

5. Segregated Funds
As insurance contracts, segregated funds can generally have a named beneficiary who receives the death benefit directly.

6. Jointly Owned Assets
Assets with a right of survivorship may pass directly to the surviving owner, depending on the ownership arrangement and province.

7. Assets Held in Trust
Properly structured trust assets are generally distributed according to the trust’s terms rather than your will.

8. Pensions
Pensions generally pass to a surviving spouse or named beneficiary. If there’s no eligible recipient, some benefits may cease at death. Different rules can apply if the pension is commuted.

The takeaway? Your will is only one part of your estate plan. Your beneficiaries, account ownership, trusts, pensions, and will should all work together to reflect your intentions.

Save this for your next estate plan review. 📌

Rules vary by province and individual circumstances. For educational purposes only, not legal, tax, or financial advice.

08/19/2026

Why don’t you guys like my financial advice as much as my jokes 😤

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Edmonton, AB

Opening Hours

Monday 8am - 7pm
Tuesday 8am - 7pm
Wednesday 8am - 7pm
Thursday 8am - 7pm
Friday 8am - 7pm

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