#601 - 110 9th Ave SW, Calgary, AB T2P 0T1View on Map »

Our Team

Meet the Shafik Hirani Team!

Shafik Hirani, B.Comm., CIFP, CLU®, RRC

Senior Investment Advisor


  • Named Canada's "Hot List of Financial Advisors" (for 2015), by Wealth Professional Magazine
  • Named Canada's "Financial Advisor of the Year" (for 2014), by ACQ Magazine's Global Awards
  • Named Canada's "Top 50 Financial Advisors Nationally" (for 2014), by Wealth Professional Magazine
  • Named Canada's "Top TFSA Investor" (for 2014 & 2013), by The Financial Post
  • Named "National Manager of the Year" - #1 of 403 Branch managers by previous firm for 7 years (for 2006,2007,2008,2009 & 2012)
  • Awarded "President's Elite: Top 1% of Consultants" (#7 out of 4,394 Advisors) (for 2005,2007-2014), by previous firm
  • Honored with "Achievement in Business Award" (for 2014), by Investors Group
  • Top 5 of 5,000 advisors 5 years in a row (2009,2010,2011,2013,2014)
  • Named Canada's "Top Corporate Insurance Specialist Nationally*" (for 2014), by Wealth & Money Management International Ltd. - **Not provided through ACPI**


  • 2015 RRC - Registered Retirement Consultant, Canadian Institute of Financial Planning
  • 2014 CPH - Conduct and Practices Handbook Course, Canadian Securities Institute
  • 2014 WME - Wealth Management Essentials Course, Canadian Securities Institute
  • 2004 CFA Level I - Passed Examination
  • 2002 CLU® - Chartered Life Underwriter, Advocis, Institute of Advanced Financial Education
  • 1999 BMC - Branch Managers' Course, Investment Funds Institute of Canada
  • 1998 CIFP - Chartered Financial Planning Designation, Canadian Institute of Financial Planning
  • 1998 CSC - Canadian Securities Course, Canadian Securities Institute
  • 1995 CIFC - Canadian Investment Funds Course, The Investment Funds Institute of Canada
  • 1993 B.Comm. - Bachelor of Commerce, Major: Finance (Hons.), Double Minor (Psychology and Economics), University of Calgary


  • Vice President, Canadian Association of Financial Planners (2004 - 2007)
  • Past Vice President, Advocis™ (The Financial Advisors Association) (Media Relations)
  • Course Instructor - Chartered Financial Planning Designation, Mount Royal University (2001 - 2006)
  • Founder, The Hirani Foundation for Charitable Giving™: established 2010

In The Media

  • BNN Business Day AM - Regular interviews/commentary - Business News Network
  • CTV Alberta Primetime News, Money Panelist - CTV / Bell Media
  • Global News Energy TV, "Wealth Creation" - Global TV
  • CBC's Alberta@Noon Guest - CBC
  • Award Winning Presenter to over 100 Alberta Based Corporations on "Psychology of Wealth"
  • Main stage speeches to Financial Advisors worldwide, including Japan, Russia, China, Italy, Greece and Ireland

Grace Jahns

Operations Manager and Investment Representative

Grace Jahns is a home-grown Calgarian taking on the role of Operations Manager for Shafik Hirani's Private Wealth Management Practice. She has recently completed the Canadian Securities Course as well as the Conduct Practice Handbook course to become a licensed Investment Representative with IIROC.

She Began working with Shafik in September 2020, after leaving an Estate Planning firm where she co-managed the investment division. Her previous years of customer service experience have helped her in serving client needs with empathy and professionalism.

She also holds Life Insurance and Accident & Sickness Insurance licenses and is currently enrolled in the Wealth Management Essentials course offered through the Canadian Securities Institute.

Ryan Peterson, BA, CIM

Portfolio Manager / Insurance Advisor

Ryan Peterson was born and raised in Alberta. In 2005 he graduated from the University of Lethbridge and worked for a financial consulting firm for two years. Following that, Ryan founded an independent financial services firm in 2008 and has grown it into one of the premier investment shops in the province - both in terms of investment performance and client satisfaction. Ryan has completed the highest levels of education in his field and is a Chartered Investment Manager registered Portfolio Manager with the Investment Industry Regulatory Office of Canada.

Ryan excels at providing independent, unbiased research, excellent service and, most importantly, someone that can be trusted to create a customized approach to achieve your personal financial objectives.

Ryan recognizes that a client’s behaviour can often have the most significant impact on their returns. So he makes sure to help clients to:

  • Establish clear goals and objectives
  • Be a patient and disciplined investor
  • Have regular contact to identify changes in plans
  • Be engaged and taking an active interest in their finances
  • Avoiding the temptation to chase passing trends
  • Have a client/advisor relationship built around trust

Ryan and his wife Alisha have three children (12, 8 and 2). They love spending time together in the outdoors and staying active in the community.