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. Finance, CFA
After earning a Ph.D. in Finance and CFA Charter, I was teaching portfolio optimization at the academic level. But I saw a gap: the families who needed sophisticated investment strategies the most and those with cross-border complexity were getting generic, off-the-shelf portfolios.
I wanted to bring institutional-grade, quantitative portfolio management to HNW Canadian families who deserved better than mutual fund salespeople masquerading as advisors.
Narinder’s Journey
CPA, CGA
My years at Ernst & Young across tax havens (Bermuda, Monaco, Oman) showed me how the ultra-wealthy structured and preserved wealth. When I returned to Canada, I saw that Canadian families with $5M-$50M had zero access to this level of tax sophistication.
They needed advanced cross-border planning, estate strategies, and offshore expertise—but at a Canadian scale.
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 WAN Model vs. The Traditional Way
Traditional Model
Inefficient(Separate)
WAN Wealth 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. WAN Wealth Management is built on expertise. That’s the difference.“
Waqar Naqvi, CFA, Ph.D. & Narinder Singh, CPA, CGA
Co-Founders, WAN Wealth Management
Take The First Step
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