Your Journey with WAN Wealth Management

We designed our process to eliminate the fragmented advice that costs families hundreds of thousands in avoidable mistakes. Each phase connects your investments, taxes, and estate plan into one coordinated strategy. You work directly with our co-founders throughout the entire journey.

Talk to Expert
01

Initial Consultation

30–45 Minutes · Complimentary

What Happens

  • Meet directly with Waqar and Narinder
  • Discuss goals and current situation
  • Understand our advisory approach
  • No sales pressure

Helpful to Bring

  • Recent tax returns
  • List of accounts
  • Questions or concerns
Typically scheduled within 3–5 business days
02

Comprehensive Discovery

2–3 Weeks

Financial Discovery

  • Asset inventory
  • Account review
  • Tax return analysis
  • Estate and insurance review

Personal Discovery

  • Goals and priorities
  • Risk tolerance
  • Family and legacy planning
  • Timeline considerations

Your Role

Upload documents securely and complete short questionnaires.

Our Role

Analyze everything and design your integrated strategy.

03

Strategy Presentation

90–120 Minutes

Investment Strategy

  • Portfolio structure
  • Tax efficient positioning
  • Expected risk and returns
  • Alternative investments

Tax and Estate Strategy

  • Tax optimization
  • Cross border planning
  • Estate recommendations
  • Projected tax impact
You review the plan, ask questions, and move forward when ready.
04

Implementation

30–90 Days

Account Setup

  • Open investment accounts
  • Transfer paperwork
  • Secure client portal

Portfolio Implementation

  • Transfer assets
  • Tax efficient transitions
  • Implement strategy
Regular updates and a clear implementation timeline.
05

Ongoing Partnership

Quarterly Reviews

  • Portfolio performance
  • Rebalancing
  • Planning adjustments

Annual Planning

  • Full financial review
  • Tax planning
  • Estate plan updates
Direct access to advisors with proactive guidance year round.
  • Quick Books
  • CPA logo grey 2
  • Google Reviews
  • Three Best Rated
  • The Stars
  • Google Reviews
  • CPA
  • The Stars

TEAM

The WAN Advantage: CFA + CPA Integration

Trusted expertise for complex needs

Waqar Naqvi New Image

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
Narinder Singh CPA new image

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

No. We can provide planning and advice on assets held elsewhere,
though we recommend consolidation for optimal tax efficiency and easier
management.

We charge either an annual retainer (for complex planning engagements)
or a percentage of assets under management. We earn zero commissions—
our only incentive is your success.

Absolutely. We frequently collaborate with clients’ existing
professionals and believe in teamwork.

No problem. The initial consultation helps you decide. There’s no
obligation and no pressure.

Yes. For comprehensive wealth management, we require $2M in investable
assets or $15,000 annual retainer for highly complex situations. We also
offer specialized services (departure tax planning, etc.) as standalone
engagements.

Take The First Step

Schedule Your Free Consultation

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