Financial Services

Wealth Creation Preservation & Donation Inc.‘s financial planning strategies help increase your personal wealth by tailoring financial solutions that fit your personal circumstances. Our highly personalized boutique services differ from the cookie-cutter solutions offered by large financial institutions. We reject the standard industry approach that is driven by selling products and advice based on sales targets and product launches.

At WCPD Inc. the onus is never on our clients to initiate discussions. We are always working to anticipate client needs and tailor the right solutions. WCPD Inc. also offers access to some of Canada’s most exciting opportunities in the resources sector. Our other financial services include investment and insurance services.

Our first meeting is always complementary with absolutely no obligation.

Insurance Services


Insurance Services

WCPD Inc. provides an insurance analysis to determine the correct life, disability or business insurance required for your situation. As independent brokers, we can offer the best advice on companies to meet your insurance needs.

Our firm specializes in:

  • Using life insurance to create tax reduction strategies for Incorporated Professionals
  • Leveraging life insurance to provide tax-free growth for retained earnings, which has historically outperformed alternative fixed income investment vehicles such as GIC and Long Bonds
  • Using Flow Through Shares to increase your donation by as much as ten times versus a traditional donation (subject to health and age)
  • Creating a hybrid RRSP within your corporation by using life insurance
  • Assisting high-net-worth clients with using life insurance as a Wealth Management Tool to create more tax efficiency and stable returns

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Investment Services


Investment Services

WCPD Inc. monitors and provides access to the world’s best money managers and index funds. An initial interview with you will help us build a personal portfolio that will meet your financial goals and risk tolerance.


Tax Reduction Products


Tax Reduction Products

WCPD Inc. not only offers regular tax savings vehicles such as investments in flow-through shares, but also analyzes other tax reduction strategies being offered by the market. WCPD Inc. looks very carefully at tax reduction structures designed by the top tax lawyers in Canada and recommends those that fit our clients’ situations. WCPD Inc. complements our clients’ existing relationships with their accountants. We are pleased to have worked with over 80 accountants to help reduce our clients’ taxes.


WCPD’s Philanthropic Investment


WCPD’s Philanthropic Investment

WCPD Inc. ‘s Philanthropic Investment guarantees the best after-tax return on a philanthropist’s donation. Flow-through shares, with a liquidity provider, are the most effective tax-assisted investment that a Canadian in the top tax bracket can make. The investment is tailored to the needs of altruistic high-net-worth individuals and corporations, and can be applied to a donation to any registered charity, public or private foundation. Flow-through shares have been in the tax code since the 1950s.

Please contact us for real-life examples that will help shed light on your unique situation.