Two Experts. One Mission.
Better wealth outcomes for Canadian families through the seamless integration of Ph.D.-level finance and global tax strategy.
PROBLEM
The Problem We Saw
Everything You Need Under One Roof
For years, we watched the same pattern repeat:
Successful executives, business owners, Physicians and professionals with $2M to $50M were trusting advisors who operated in silos. Nobody connected the dots between investments, taxes, and estate planning.
They would work with:
Case Example:
A family moves from Toronto to California. Their investment advisor fails to mention that their TFSA becomes a taxable PFIC trap under US rules. Their tax preparer misses the opportunity to structure departure tax optimally. Nobody coordinates their estate plan across both jurisdictions.
Two Different Paths, One Realization
Combining academic precision with global tax sophistication.
Waqar’s Journey
Ph.D., MFin, CFA®, CFP®
After earning a Ph.D. in Finance and my CFA charter, I was teaching portfolio optimization at the university level. But I kept seeing the same gap: the families who most needed sophisticated, tax-aware investment strategy, and those with cross border complexity, were the ones being handed generic, off-the-shelf portfolios.
I wanted to bring institutional-grade, quantitative discipline to how high net worth Canadian families’ portfolios are built and coordinated, so their plan reflects their actual situation rather than a model handed to every client.
Narinder’s Journey
CPA, CGA
My years at Ernst & Young across Bermuda, Monaco, Dubai, Oman, and London showed me how the ultra-wealthy structure and preserve wealth. When I returned to Canada, I saw that families with $2M to $50M in assets had almost no access to that level of tax sophistication.
They needed advanced cross border planning, estate strategies, and international tax experience, delivered at a Canadian scale and built for Canadian rules.
When We Met
When our paths crossed, we realized we were solving opposite sides of the same problem:
The answer was obvious: Stop referring clients out. Build one firm that does both at the highest level.
The WANVORA Model vs. The Traditional Way
Traditional Model
Inefficient(Separate)
WANVORA Model
IntegratedCFA Portfolio Management + CPA Tax
Integrated from Day One
- Portfolio designed for tax efficiency
- Tax strategy enhances returns
- Estate plan coordinates both
Unbiased Financial Advice
Our experts give honest guidance that helps you build wealth and achieve your dreams.
Long Term Partnership
We build lasting relationships focused on your financial growth and security to work long term.
Transparent Fee Structure
We keep our pricing transparent from day one so you invest with complete confidence.
Who We Serve
We’re not for everyone. Our model is built for complexity, which is why we intentionally limit our practice to 50 comprehensive wealth management relationships.
Our Commitment
“You work directly with Waqar and Narinder. Not associates. Not intermediaries. The people you meet are the people who manage your wealth.”
“Most advisory firms are built on sales. WANVora Wealth Management is built on expertise. That’s the difference.“
Waqar Naqvi, CFA, Ph.D. & Narinder Singh, CPA, CGA
Co-Founders, WANVORA Wealth Management
Take The First Step
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