Built Around Your
Financial Future

At Intellivest, we bring clarity, strategy, and personal guidance together to help you move forward with confidence.

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Kamal Gholami

Founder

Kamal Gholami is the founder of Intellivest Wealth Solutions and a registered Mutual Fund Representative, including liquid alternatives and exempt products, with the Alberta Securities Commission and the British Columbia Securities Commission. His registration authorizes him to provide regulated mutual fund solutions and selected alternative investment strategies within a compliant, suitability-based advisory framework in Alberta and British Columbia.

Kamal is also an independent financial and insurance advisor licensed with multiple Canadian insurance regulators. Kamal serves clients across several provinces. His practice focuses on delivering integrated wealth and risk management strategies for families, professionals, contractors, self-employed individuals, and business owners. He emphasizes the protection of income and assets while building sustainable, long-term financial security through coordinated insurance planning, investment solutions, and tax-efficient strategies.

In addition to his advisory work, Kamal is an accounting practitioner and a Certified CRA EFILE tax preparer, supporting individuals and businesses with personal and corporate tax filings, proactive tax planning, and CRA-aligned reporting. He also provides modern, cloud-based, and automated bookkeeping services for contractors, self-employed professionals, and small- to medium-sized enterprises, helping clients maintain accurate financial records, enhance operational efficiency, and make informed business decisions.

Kamal is currently enrolled in the Registered Professional Accountant designation program with the Society of Professional Accountants of Canada, with completion expected in August 2027.

CLEAR GUIDANCE. CONNECTED STRATEGIES.

Our Mission & Approach

Our mission is simple: to help you build, protect, and manage your wealth with greater clarity and confidence.

We begin by understanding your goals, priorities, and current financial picture. From there, we create a strategy designed around your needs and adjust it as your life evolves.

Our approach is built around:

Understanding what matters most to you
Creating a clear and practical financial strategy
Investment, insurance, tax & estate planning
Reviewing your plan as your needs change
Providing ongoing guidance and support

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ONE STRATEGY. CONNECTED SOLUTIONS.

Integrated Advisory Model

Financial decisions are often connected. Investments can affect taxes, insurance can support estate planning, and business decisions can influence long-term wealth.

Our integrated advisory model brings these areas together so your financial strategy works as one coordinated plan.

This helps provide:

Better coordination between financial decisions
Fewer gaps in your overall strategy
Clearer long-term planning
Solutions aligned with your personal and business goals

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Strong Foundations

Financial strategies built with purpose

Forward Thinking

Planning for both today and tomorrow

Growth

Helping clients work toward long-term financial goals

Trust

Building relationships through transparency and accountability

THE THINKING BEHIND INTELLIVEST

Our Brand Philosophy

The Intellivest brand reflects the way we approach financial planning: with purpose, structure, and forward thinking.

A Name With Purpose

Intelli represents intelligent, research-driven financial thinking.

Vest represents investing in your wealth, your future, and the people who matter to you.

Together, Intellivest reflects our commitment to helping clients make informed financial decisions with confidence.