Trust Planning and Estate Planning Services Across Canada

Secure your legacy with our comprehensive estate planning and trust planning services. Our team delivers expert estate planning advice on wills, guardianship appointments, and business succession planning. Canadians trust our estate accountants for strategic guidance that protects families and preserves wealth for generations.

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Your Dedicated Estate Planning Partners

Estate planning demands unbiased guidance you trust. Our independent estate accountants provide estate planning advice free from product commissions and hidden incentives. Every recommendation focuses on protecting your legacy and securing your family’s future.

Canadians deserve estate planning advisors who prioritize their wishes. Our CPA licensed professionals deliver comprehensive estate planning services, trust planning services, and Estate Trust T3 return filing with precision.

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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.

More Ways We Help

We Are Here

We welcome your questions and are happy to assist.

(647) 467-1554

info@wanwealthmanagement.com

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Strategic Estate Planning Services for Canadians

Full Service Estate Planning and Estate Administration Across Canada

Our estate planning services help Canadians protect their legacy and secure their family’s future. We provide expert estate planning advice on wills, trusts, and Power of Attorney documents that reflect your wishes. Our estate accountants ensure every detail aligns with provincial and federal regulations for complete peace of mind.

Canadians trust our team for comprehensive trust planning services and strategic estate administration. We guide you through appointing guardians, establishing executor services, and creating incapacity planning documents. Our advisors analyze your complete financial picture to build estate plans that preserve wealth across generations.

Our estate planning professionals handle complex situations with precision and care. From business succession planning for entrepreneurs to elder law advocacy for aging parents, we address every family’s unique needs. Canadians rely on our expertise for seamless estate planning that protects assets and minimizes disputes.

A valid will forms the foundation of every estate plan. Our estate planning advisors help Canadians create legally sound wills that clearly outline asset distribution and guardian appointments. We also prepare Power of Attorney documents for property and personal care, ensuring your wishes guide decisions if incapacity occurs.

Administering an estate involves complex tax obligations. Our estate accountants handle Estate Trust T3 return filing with precision, ensuring compliance with CRA requirements. We manage income allocations, capital gains reporting, and beneficiary distributions accurately. Canadians trust our trust planning services to navigate testamentary trusts, inter vivos trusts, and graduated rate estate filings without errors or delays.

Transferring a business to the next generation requires strategic estate planning. Our advisors create business succession plans that minimize tax exposure and ensure operational continuity. We utilize estate freezes, family trusts, and shareholder agreements to protect business value.

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Your Financial Future in Trusted Hands

Experience Our Commitment to Your Success

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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.

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  • Google Reviews
  • Three Best Rated
  • The Stars
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TEAM

The WAN Advantage: CFA + CPA Integration

Trusted expertise for complex needs

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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.”

  • Quantitative portfolio construction
  • Factor-based investing strategies
  • Alternative investment integration
  • Cross-border portfolio optimization
  • Academic research & thought leadership
  • CFA Charter holder
  • Ph.D. in Finance (Portfolio Optimization)
  • Master of Finance, Queen’s University
  • Former Finance Professor
  • 15+ years investment management
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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.”

  • Cross-border tax optimization
  • Offshore structuring & tax haven planning
  • Estate planning & wealth transfer
  • Corporate tax strategy
  • M&A tax advisory
  • CPA, CGA with In-Depth Tax Certification
  • Former Ernst & Young (Bermuda, Monaco, Oman)
  • 20+ years international tax experience
  • Expertise in tax haven jurisdictions
  • First Nations financial leadership

WHY THIS PARTNERSHIP MATTERS

Most firms are either investment-focused OR tax-focused. WAN integrates both under one roof so your strategies are designed together from day one.

No referrals to outside CPAs

No miscommunication between advisors

No missed tax optimization opportunities

Seamless, integrated wealth management

FAQ’s

Estate Trust T3 return filing reports income earned by an estate or trust to the CRA. Our estate accountants handle T3 filings for testamentary trusts, inter vivos trusts, and graduated rate estates. We ensure accurate income allocations and beneficiary distributions for full compliance.

A Power of Attorney designates someone to make financial or personal care decisions if you become incapacitated. Without one, your family faces court applications and delays.

An estate accountant manages the financial aspects of estate administration including tax filings, asset valuations, and beneficiary distributions. Our estate accountants handle Estate Trust T3 return filing, final tax returns, and ongoing trust compliance for Canadian estates.

Incapacity planning prepares for situations where you cannot make decisions yourself. It includes Power of Attorney for property, Power of Attorney for personal care, and living wills. Our estate planning advice ensures your wishes guide all decisions during incapacity.

Your executor manages estate administration including asset distribution, debt settlement, and tax filings. Choose someone trustworthy, organized, and capable of handling financial matters. Our estate planning advisors help you evaluate options and provide executor services guidance.

Trusts provide asset protection, tax efficiency, and control over wealth distribution. They help avoid probate, protect beneficiaries, and manage assets during incapacity.

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