Natasha Shajani and Rizwan Shajani, Senior Consultants

Calgary Financial Advisors

Name: Calgary Financial Advisors: Shajani and Shajani
Address: 37 Richard Way Southwest, Calgary, AB, T3E 7M8, CA
Telephone: (403) 680-0858

Personalized financial planning that grows your wealth, protects your future and supports your financial goals through every stage of life.

Book your free consultation

About us

A Family-First Approach to Financial Planning

With over 30 years of combined experience in financial planning, we’re a husband-and-wife team dedicated to helping families build secure, confident financial futures. We understand the importance of trust, communication, and personalized advice—because we treat every client like family.

Whether you’re planning for retirement, navigating life transitions or building generational wealth. We’re here to guide you every step of the way.

Let our family help yours make the most of today and plan wisely for tomorrow.

Achieve your biggest financial goals

We don't just plan - We empower

We ensure every piece of your financial life works seamlessly together to support your goals, whether that’s growing your wealth, protecting your assets or securing your family’s legacy.

Personalized strategies that evolve with you

From economic shifts to life transitions, we bring clarity, strategy, and peace of mind every step of the way.

We help you build wealth that lasts

We focus on predictable and sustainable financial growth so your money works for you year after year.

A trusted relationship that goes beyond numbers

You’ll always have access to us for advice, check-ins or just a second opinion when things feel uncertain.

Plan, manage and grow your wealth with confidence

Our Services

Financial planning and advising

Get a personalized plan that aligns your financial goals, budget and lifestyle.

Calgary risk managment and insurance solutions by Shajani and Shajani

Risk management and insurance solutions

Safe guard your family, assets, and income with customized insurance and risk mitigation plans.

Retirement planning

Build a safe and secure retirement plan that supports your vision for the future.

Mortgage planning

Plan and save effectively for your dream home with competitive rates and flexible mortgage options.

Shajani and Shajani Investment mangement services Calgary.

Investment management

Grow your wealth with world-class investments that are designed to deliver proven results.

Calgary Tax Strategy services Shajani and Shajani

Tax strategy and optimization

Reduce tax liabilities and maximize returns with effective tax planning and optimization.

Shajani and Shajani provide estate planning and legacy planning for Calgary families.

Estate and legacy planning

Ensure your wealth is preserved and transferred according to your wishes.

Shajani and Shajani helping business owners with succession planning for Calgary small to medium sized businesses.

Business ownership and succession planning

Develop strategies to grow, protect and transition your business seamlessly.

Why choose IG?

Life-ready plans

A plan built specifically for your life, goals and ambitions with no one-size-fits-all advice.

Wealth on autopilot

Financial planning made simple, actionable and impactful with results you'll love.

Global expertise

Get access to world-class asset managers, strategies and global investment opportunities.

Testimonials

Crystal O.

"I’ve had a fantastic experience working with Natasha and Riz at Shajani & Shajani. What impressed me most was how deeply they listened to my individual goals and crafted a financial plan that felt truly personalized. They take the time to understand not just my financial situation, but also my values, lifestyle, and long-term vision.

Every recommendation was thoughtful, clear, and aligned with what I want to achieve. I never felt rushed or overwhelmed—just supported and empowered. Their professionalism, responsiveness, and genuine care make them a rare find in the financial world.

If you're looking for financial advisors who put you at the center of your strategy, I highly recommend Natasha and Riz at Shajani & Shajani. They’re not just managing money—they’re helping build a future that feels right for you."

Frequently asked questions

Life is full of changes, and so is your financial journey. We regularly review your IG Living Plan™ and adjust it to reflect major life events—like a new job, a growing family, or retirement to ensure all your financial milestones are achieved. Through regular check-ins, updates, and financial forecasting we guarantee that your plan always remains adaptable and relevant to your goals as life changes.

The first step is reaching out to us, where we help clarify your current financial picture and identify new growth opportunities. Together we then create an easy-to-follow plan for the road ahead in a way that makes sense, for you and your goals.

What should I bring to my first appointment?

Securing your financial future starts with understanding where you are today and where you want to go. To ensure a successful first meeting we recommend that you bring:

- A summary of your income, expenses, and any current debt (like mortgages, credit cards, or loans).

- Business financials, if applicable, including recent income statements or tax filings.

- Information about your financial goals, such as saving for a home, retirement, or business growth.

Are you ready to make your financial goals a reality?

Book a free consultation to secure your financial future today.

Start now

Get in touch

Address

#100 - 37 Richard Way SW, Calgary AB T3E 7M8

Contact

(403) 680-0858

natasha.shajani@ig.ca

rizwan.shajani@ig.ca

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Calgary Financial Advisors