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COMPANY INFORMATION
Peter Nicholson is proud to be a member of Association of Fundraising Professionals (AFP), Canadian Association of Gift Planners (CAGP-ACPDP™) and Association for Healthcare Philanthropy (AHP)
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Our Team
The Wealth Creation Preservation & Donation Team
 Peter Nicholson, B. Com., CFP, RHU
President and Founder of WCPD
Peter has worked in the investment industry since 1987. He is a member of the Association of Fundraising Professionals of Canada, the Ottawa Estate Planning Council, the Investment Funds Institute of Canada, and Advocis (The Financial Advisors Association of Canada). Since 1993, he has qualified for the Million Dollar Round Table (annual qualification is limited to the top 5% of insurance professionals in the world). Peter has specialized in tax-assisted investments since 1995 and has raised in excess of $200 million for corporate clients.
Sean Marsden, B.A., CIM
Senior Associate
Sean earned his degree in economics at the University of Ottawa and has a Canadian Investment Manager (CIM) designation. He started working in the investment industry in 1993. While at Bank of Montreal's Nesbitt Burns, Sean was named to the President's Council for Top Producers and, in 1994, won the National Business-Building Award for largest growth in new accounts. He joined WCPD in 2002 and works closely with Peter on tax-assisted investments.
Allen Wong, B.A.
Senior Associate
Allen's financial planning experience dates back to 1992. He specializes in life and disability insurance and estate planning. Allen has been affiliated with WCPD since 1999. He works with Michelle Claude to provide insurance advice for WCPD clients.
Michelle Claude
Manager, Insurance
Michelle joined WCPD in 1998. She has worked in the insurance industry since 1991. Michelle works with Allen to provide advice to our insurance clients.
Irene Brown
Manager, Tax Reduction
Irene has been with WCPD since 1997 and she is a volunteer to the WCPD Foundation. Irene assists with and oversees the administration of tax-related work at WCPD.
Tina Dauphinee
Marketing Manager
Tina tracks and manages the day-to-day details of our sales operations and client administration. She joined WCPD in 2005.
Nancy French
Financial Assistant
Nancy joined WCPD in May 2007. She focuses on financial data analysis, marketing and client administration.
Rachel Ingram
Executive Assistant
Rachel is executive assistant to Peter Nicholson. Additionally, she provides administrative support to the office and is a volunteer to the WCPD Foundation. She joined WCPD in June 2010.
Anabel Bane
Database Manager & Accounting
Anabel manages WCPD's extensive database and accounting department.
Elizabeth Brown
Administrative Assistant
Elizabeth provides administrative support to the office and is a volunteer to the WCPD Foundation. She joined WCPD in March 2009.
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COMPANY 
