Your Trusted Financial Partners
WAN 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
For 15 years, WAN Wealth Management has served Canadians with independent financial guidance rooted in trust and transparency. Our founders started this firm with a simple belief: clients deserve advisors who put their interests first. That belief drives every decision we make today.
Our legacy is built on lasting relationships and proven results. Thousands of individuals, families, and business owners rely on our expertise in financial planning, investment management, tax planning, and estate planning. We remain committed to the mission that started 15 years ago: helping you build, protect, and grow your wealth with confidence.
Why Choose WAN 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.
TEAM
The WAN 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.”