330 – 5th Avenue SW, Tower 1, Suite 1800, Calgary, AB T2P 0L4

  825-431-5633  info@intellivest.ca

HomeOur Team

Our Team

Our team of experienced advisors, planners, and specialists is dedicated to guiding you with clarity, integrity, and strategic insight. Together, we bring a unified approach to tax, investment, and insurance planning, ensuring every decision supports your long-term security, growth, and legacy.

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. He has successfully completed the Canadian Securities Course through the Canadian Securities Institute, a nationally recognized foundational credential for investment and wealth professionals in Canada. 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.

As 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 2026.

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Shenaz Kassam

Collaborating Advisor - RWM, RRC®/CR®

Shenaz Kassam is a distinguished financial educator and senior advisor with close to two decades of experience supporting Canadian families in building, protecting, and transferring wealth. With a background rooted in financial planning, retirement income strategies, and family wealth continuity, she brings a depth of practical expertise and client-focused guidance to our advisory network.

She is widely recognized for her commitment to financial literacy and her mission-driven approach to helping households establish multi-generational wealth structures, while also empowering clients and professionals with income and financial growth opportunities.
 

Professional Highlights

  • Nearly 20 years of advisory and client-planning experience in the Canadian financial services sector
  • Specialized in retirement income planning, family wealth protection, and structured savings strategies
  • Active financial educator with a focus on clarity, accessibility, and long-term financial empowerment
  • Collaboration-driven, detail-oriented, and committed to ethical, transparent guidance
 

Professional Designations

  • RWM (Registered Wealth Manager)
  • RRC®/CR® (Registered Retirement Consultant)

Affiliations

  • Canadian Institute of Financial Planning
  • Broad collaborative involvement in national financial literacy and advisor development initiatives

Approach & Values

Shenaz is known for her calm professionalism, analytical perspective, and genuine dedication to supporting families through each stage of their financial journey. Her advisory philosophy centres on transparency, education-first guidance, and ensuring clients make informed, confident decisions about their long-term security.
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Harpreet Dawar

Collaborating Advisor & LLQP Instructor

Harpreet Dawar is a Canadian wealth and insurance educator with a strong focus on making financial concepts clear, practical, and actionable. As a Collaborating Advisor and  LLQP instructor, he supports aspiring advisors in building solid foundational knowledge across ethics, life insurance, risk management, accident and sickness insurance, annuities, and segregated funds. He is known for his ability to simplify complex exam topics and present them in a structured, exam-ready format supported by real-world context.

In addition to formal instruction, Harpreet contributes to ongoing financial education by helping individuals better understand protection planning, responsible savings habits, and long-term wealth-building principles. His approach is professional, engaging, and methodical, fostering confidence, compliance, and readiness among students and clients as they move forward in their financial journey.

Harpreet is also fluent in Hindi and Punjabi and is able to assist clients and students who prefer guidance and instruction in these languages, helping ensure clear communication, understanding, and a more comfortable learning experience.

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Fareshta Ali Bik

Collaborating LLQP Student & Advocacy Assistant

Fareshta Ali Bik is an advocate and educator with over a decade of experience supporting families and children. She holds a Bachelor’s degree in Child Studies from Mount Royal University, with a major in Early Learning and Child Care and a minor in Sociology.

Her professional background includes family support, counseling, and human rights advocacy, giving her a strong understanding of the social, emotional, and developmental needs of families. This experience allows her to contribute thoughtfully to client education, communication, and advocacy-led collaboration.

Fareshta is currently enrolled in the Life License Qualification Program (LLQP) and participates in a learning and support-based capacity. She assists with client education and engagement, helping individuals understand the role and importance of protection planning, while all personalized advice and recommendations are provided exclusively by licensed advisors.

As a Collaborating LLQP Student and Advocacy Assistant, Fareshta supports client education initiatives, enhances the overall client experience, and works alongside advisors to ensure clients feel informed, supported, and respected throughout their planning journey.

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