Your Trusted Financial Partners
WANVora Wealth Management is an independent financial services firm serving Canadians with personalized financial planning, tax planning, investment management, estate planning, and retirement planning solutions. Our CPA licensed professionals and CFP certified planners deliver unbiased advice that puts your interests first.
Financial Planning
We create personalized financial plans that help you build wealth and achieve your life goals.
Investment Management
Our chartered investment managers build and protect portfolios aligned with your unique objectives.
Tax Planning
We develop tax efficient strategies that minimize your burden and maximize your savings.
Read the Story Behind Our Success
WANVora Wealth Management was founded by Waqar Naqvi, CFA, Ph.D., and Narinder Singh, CPA, CGA; two career professionals who watched, separately, as Canadian families lost wealth to advisors who worked in silos. After more than 25 years of combined experience between Big-4 international tax practice, institutional investment management, and academic finance research, we built the firm we wished our own families had access to: one team, one table, one integrated plan.
We launched WAN Vora because the integrated model that ultra-high-net-worth families take for granted; one team coordinating planning, tax, and investments, has never been available to Canadian families with $2M to $50M. Our founding partners built their careers serving exactly this segment, and we have organized the firm to deliver that level of integration to a deliberately small number of clients.
Three firms. One team behind them.
For most people, money is split across professionals who never speak to each other. The planner does not see the return. The accountant does not know the plan. These three firms exist to close that gap: separate practices, each licensed for its own work, that actually talk to one another.
Financial planning, investment strategy, and wealth advisory
For families building and protecting wealth
Personal, corporate, and cross border tax filing across Canada
For individuals and businesses filing Canada wide
Assurance and business accounting for Alberta companies
For Alberta companies needing audit, review, or year end work
Across One Lifetime
Plan
Goals, cash flow, and a written plan before products.
Build
Income grows, a business starts, filings get more complex.
Preserve
Corporate structure, assurance, and tax efficient drawdown.
Transfer
Estate, succession, and the final return, coordinated.
One team that sees the whole picture, from the first dollar earned to the legacy left behind.
Why Choose WANVORA Wealth Management?
CFP & CFA Certified Planners
Our CFP and CFA designated planners bring trusted expertise to your financial journey.
CPA Licensed Professionals
Our CPA team delivers precise strategies that grow and protect wealth.
Locally Owned and Operated
We live in your community and stay committed to your success.
How We’re Different
Management
Wealth Mgmt
Platform
Portfolio Manager
THE WANVORA ADVANTAGE
WANVORA Management integrates investment management and tax strategy from the start. Our founding partners combine CFA investment expertise with CPA tax planning to deliver coordinated solutions for complex cross border wealth.
Our Commitment
“You work directly with Waqar and Narinder. Not associates. Not intermediaries. The people you meet are the people who manage your wealth.”
TEAM
The WANVORA Advantage: CFA + CPA Integration
Trusted expertise for complex needs
