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.
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
Waqar Naqvi, Ph.D., MFin, CFA
Portfolio Management & Financial Planning
“I bring CFA-level quantitative portfolio expertise and Ph.D.-level financial research to optimize your investments for maximum after-tax returns.”
Narinder Singh, CPA, CGA
Tax Strategy & Estate Planning
“I combine Big 4 accounting rigor with international tax haven expertise to minimize your tax burden and preserve generational wealth.”