Professional Investment Management Services

Our trusted investment management company serves clients nationwide with transparent and client focused portfolio strategies. We provide personal investment management backed by chartered investment managers who put your interests first. Discover our locations below to get started.

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Investment Managers Who Put You First

Unbiased investment management is rare in Canada. Many firms earn commissions from products they sell, creating conflicts that hurt your portfolio. Our team operates differently. We sell no proprietary products and earn no third party commissions.

Your investments deserve dedicated attention from experienced professionals. Our chartered investment managers build personalized strategies aligned with your goals, risk tolerance, and timeline.

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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

portfolio

Investment Portfolio Management for Canadians

Comprehensive Investment Management Services in Canada

Our investment management company serves Canadians from British Columbia to the Atlantic provinces with disciplined portfolio strategies built for long term success. We provide personal investment management that adapts to your evolving financial needs. Every portfolio reflects your goals, risk tolerance, and wealth building timeline.

Canadian families, professionals, and business owners trust our investment management firm for strategic asset growth and portfolio protection. Our chartered investment managers analyze market conditions and identify global investment management opportunities while keeping your assets secure and diversified. We combine institutional grade strategies with personalized client service.

Effective investment portfolio management starts with strategic asset allocation across multiple asset classes. Our team constructs portfolios using Canadian and international equities, fixed income securities, real estate investment trusts, and alternative investments. We implement systematic rebalancing to maintain target allocations and optimize risk adjusted returns for clients nationwide.

Our wealth investment management approach focuses on compounding growth and downside protection over market cycles. Canadian investors benefit from diversified portfolios designed to perform across economic conditions while preserving capital for future generations.

stability

Your Financial Future in Trusted Hands

Experience Our Commitment to Your Success

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.”

Specialization
Background

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

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.”

Specialization
Background

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

Investment management is the professional handling of financial assets and securities on behalf of clients. It includes portfolio construction, asset allocation, risk assessment, and ongoing performance monitoring to achieve your financial goals.

Alternative investment management involves non traditional asset classes like private equity, hedge funds, real estate, and commodities. These investments provide diversification and reduce correlation with public market volatility.

Investment management companies typically charge a percentage of assets under management, flat fees, or performance based fees.

Investment management fees paid on non registered accounts are generally tax deductible in Canada. Our advisors structure portfolios with tax efficiency in mind to maximize your after tax returns.

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