AMIRI Wealth Management

What AMIRI Wealth Management does

AMIRI Wealth Management Inc. is a privately held, family-owned wealth management and financial advisory firm headquartered in Edmonton, Alberta, with a secondary office in Camrose. Founded in 1999 by Iqbal Amiri — who entered the financial services industry in 1991 and holds multiple designations including CALU membership and the LUATC credential — the firm employs four team members and serves individuals, families, incorporated professionals, and small-to-medium business owners across Alberta. Its service offering is segmented by client type and covers financial advisory, retirement planning (RRSP, TFSA, RRIF, RESP, RDSP), insurance planning (life, disability, critical illness, health/dental, travel), estate planning, business succession planning, and employee benefits design.

The firm's product surface is delivered through industry-standard financial planning software and tools; no proprietary technology, API, or AI capabilities are disclosed. AMIRI distributes mutual funds and segregated funds through Worldsource Financial Management Inc., its sponsoring mutual fund dealer, and offers insurance and investment products through a broad panel of more than 20 carriers including Manulife, Canada Life, RBC Insurance, Sun Life, BMO Insurance, Desjardins, iA, AGF, TD Asset Management, Invesco, and Connor Clark & Lunn. The firm generates revenue through three streams — professional advisory fees, insurance commissions, and mutual fund distribution — with quote-based, customized pricing and no publicly disclosed standardized tiers.

Go-to-market is sales-led and relationship-driven, anchored by direct consultations at the Edmonton and Camrose offices and supplemented by website content marketing, Facebook/Instagram organic social, email newsletters, and client referrals. The firm is independently owned with no external investors, no parent company, no disclosed funding rounds, and no subsidiaries; revenue is not publicly disclosed.

Name

AMIRI Wealth Management

Legal name

AMIRI Wealth Management Inc.

Website

https://amiriwealth.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Short description

AMIRI Wealth Management Inc. is a privately held, family-owned financial advisory firm in Edmonton and Camrose, Alberta, founded in 1999 by Iqbal Amiri. The four-person firm delivers wealth management, retirement, insurance, estate, succession, and employee benefits services to individuals, families, incorporated professionals, and business owners.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Life Insurance (6311)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)

Keywords

• Wealth management
• Financial advisory
• Retirement planning
• Estate planning
• Insurance planning

Headquarters

HQ city

Edmonton

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: The firm generates revenue through financial advisory and planning services for individuals, families, incorporated professionals, and business owners. Services include retirement planning, estate planning, insurance planning, and investment management.
2. Insurance Products: Commissions from sale of life insurance, critical illness insurance, disability insurance, travel insurance, and health/dental insurance products through various insurance carriers.
3. Mutual Fund Distribution: Mutual funds and segregated funds are offered through Worldsource Financial Management Inc., their sponsoring mutual fund dealer.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

AMIRI Wealth Management is an independent financial advisory firm that delivers personalized wealth management services including financial advice, retirement planning, estate planning, insurance planning, employee benefits, and business succession planning. The firm serves incorporated professionals, business owners, and families across Alberta, distributing mutual funds through sponsoring dealer Worldsource Financial Management Inc. and offering insurance and investment products through multiple carriers.

Product overview

AMIRI Wealth Management is a financial solutions firm offering advisory services through a portfolio of interconnected products organized by client segment and need. Core services include Financial Advice, Insurance Planning, Retirement Planning, Estate Planning, and Employee Benefits. The firm targets three primary client segments: Incorporated Professionals (with specialized services for medical and professional practices), Business Owners (covering financial advice, insurance, retirement, estate, succession planning, and employee benefits), and Families (including insurance for young families and employee retirement planning). Supplementary products include travel insurance, Flexcare/FollowMe/Association health and dental plans, and a full suite of registered accounts (RRSP, RRIF, TFSA, RESP, RDSP). The firm operates as an independent advisor offering products through various insurance suppliers while providing advisory coordination services.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Advice

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

24 partnerships are on record, tiered core and minor.

• Worldsource Financial Management Inc.coreChannel Partner/ Reseller/ DistributorSponsoring mutual fund dealer for AMIRI Wealth Management. Mutual Funds and some Segregated Funds are offered through Worldsource Financial Management Inc. Other products and services are offered through AMIRI Wealth Management Inc. directly.
• Manulife FinancialminorOthersProvider of travel insurance, health insurance, dental insurance, and Flexcare/FollowMe association health and dental plans offered to AMIRI clients.
• CPP (Canada Protection Plan)minorOthersLife insurance provider listed on supplier page.
• Canada LifeminorOthersInsurance and investment products provider listed on supplier page.
• RBC InsuranceminorOthersInsurance products provider listed on supplier page.
• SunlifeminorOthersInsurance and financial services provider listed on supplier page.
• AGF (American General Finance)minorOthersInvestment management products provider listed on supplier page.
• TD Asset ManagementminorOthersInvestment products provider listed on supplier page.
• BMO InsuranceminorOthersInsurance products provider listed on supplier page.
• Manulife BankminorOthersBanking products provider listed on supplier page.
• DesjardinsminorOthersLife insurance and financial services provider listed on supplier page.
• Equitable LifeminorOthersInsurance products provider listed on supplier page.
• Great-West LifeminorOthersInsurance and financial services provider listed on supplier page.
• iA (Industrial Alliance)minorOthersInsurance and investment products provider listed on supplier page.
• Foresters FinancialminorOthersInsurance products provider listed on supplier page.
• SSQ InsuranceminorOthersInsurance products provider listed on supplier page.
• La CapitaleminorOthersInsurance products provider listed on supplier page.
• iA ClaringtonminorOthersInvestment products provider listed on supplier page.
• Humania AssuranceminorOthersInsurance products provider listed on supplier page.
• Empire LifeminorOthersInsurance products provider listed on supplier page.
• iVariminorOthersInsurance products provider listed on supplier page.
• Edge BenefitsminorOthersInsurance products provider listed on supplier page.
• Connor Clark & LunnminorOthersInvestment management products provider listed on supplier page.
• InvescominorOthersInvestment products provider listed on supplier page.

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• RBC Wealth Management: RBC's wealth and insurance arm offering full-service advisory, investment, and estate planning including full insurance shelf. Comparable broad advisory + insurance integration competing for HNW Alberta business-owner and professional clients.
• IG Wealth Management: Canada's largest independent-style wealth management franchise under IGM Financial. Comparable across the retail and mass-affluent wealth advisory spectrum with mutual fund distribution, retirement, and estate planning, though at much larger scale than AMIRI.
• CIBC Wealth Management: Wealth division of Canadian Imperial Bank of Commerce providing full-service advisory, investment, and insurance to retail and business-owner clients. Comparable broad product portfolio (advice, insurance, succession, group benefits) competing for the same Alberta family-business segment.
• BMO Wealth Management: BMO's wealth and insurance group offering advisory, investment, retirement, and group benefits. Comparable broad offering for incorporated professionals and SMB owners across Western Canada.
• Manulife Wealth: Manulife's advisory and dealer network offering insurance and wealth advisory. Comparable insurance-integrated wealth model; AMIRI distributes several Manulife products, so the firm is both a channel partner and an indirect competitive benchmark.

Direct peers

• Wellington-Altus Private Wealth: Canadian independent wealth management firm serving business owners, professionals, and affluent families with financial planning, insurance, and investment services. Closely comparable by independent ownership, multi-product offering, and specialization in incorporated professionals and business-owner succession.
• Assante Wealth Management: Canadian independent wealth management network within CI Financial serving high-net-worth clients with comprehensive planning services. Directly comparable full-service RIA model targeting professionals, business owners, and families through a sponsored-dealer structure similar to AMIRI/Worldsource.
• Edward Jones (Canada): Largest independent financial advisory franchise in Canada serving individuals and families with retirement, investment, and insurance planning. Most directly comparable by independent-relationship business model, multi-product offering, and small-office local advisor footprint similar to AMIRI's Edmonton/Camrose setup.
• Raymond James Ltd (Canada): Canadian arm of Raymond James, an independent-broker model supporting advisor-owned practices with investment, insurance, and wealth planning. Comparable via independent advisor structure, broad product shelf, and SMB/institutional client overlap.

Regional players

• Worldsource Financial Management: Sponsoring mutual fund dealer for AMIRI Wealth Management — a Canadian independent MFDA channel focused on retail wealth and insurance distribution. Comparable as the dealer/affiliate ecosystem in which AMIRI operates and as an indirect peer for mutual fund and segregated fund distribution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php
• Instagraminstagram.com/wealthamiri
• LinkedInlinkedin.com/company/amiri-wealth-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AMIRI Wealth Management