WANVORA Wealth Management is an independent financial planning firm serving Canadians nationwide from its roots in Mississauga. Founded by two experienced professionals, the firm combines CFA and CFP investment expertise with CPA tax knowledge to provide coordinated, personalized guidance. Its approach is built around clients’ goals, transparent fees, and recommendations made without selling products or earning commissions.

Services include financial planning, investment management coordinated through licensed investment managers, tax planning, estate planning, and retirement income planning. WANVORA also supports clients with Canada departure tax, Canada–US cross-border tax planning, and non-resident tax filing and compliance. Its integrated investment and tax expertise is intended to help individuals and families manage complex financial needs and consider the tax impact of their strategies.

The firm emphasizes long-term relationships and direct access to its founding partners, with a deliberate limit of 50 client families to support personalized attention. WANVORA also offers online financial calculators, including tools for cash flow, mortgage decisions, retirement savings, and net worth, alongside educational content through its blog.