Meet Dr. Waqar Naqvi
Dr. Waqar Naqvi, Ph.D., MFin, CFA®, CFP®, brings a rare combination of academic depth and hands-on financial leadership to the tax questions that matter most to clients living, working, or investing across borders. As director of Tax Strategy at Tax Return Filers, he guides the firm’s tax planning, compliance decisions, and client escalations. Dr. Naqvi built his cross border expertise by working through the practical realities that come with people moving in and out of Canada.
He advises clients filing a departure tax return, applying for a certificate of compliance under section 116 of the Income Tax Act, or reporting worldwide income for the first time as a new resident, translating what can feel like a maze of compliance requirements into a clear, manageable process. His work with corporate clients spans T2 filings, tax planning built around current federal and provincial rates, and the incorporation decisions that shape a business’s tax position for years to come.
Beyond individual client files, Dr. Naqvi teaches investment finance, financial planning, and tax planning as a visiting professor at Canadian universities, and he reviews scholarly research for academic finance journals. That academic grounding shows up directly in his consulting work, where he has served as a fractional CFO and CEO for growing businesses, overseeing financial modelling, business valuation, and cash flow management alongside the tax considerations of a file.
For individuals, families, entrepreneurs, and corporations alike, working with Dr. Naqvi means gaining more than a tax return prepared on time. It means having a strategic adviser who understands the financial decisions living behind the numbers, and who helps clients make them with confidence.
