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FINANCIAL SERVICES

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 the onus is never on our clients to initiate discussions. We are always working to anticipate client needs and tailor the right solutions. We provide corporate financing for companies that intend to go public. WCPD also offers access to some of Canada's most exciting opportunities in the resources sector. Our other financial services include: investment services, insurance services, retirement and estate planning.

Our first meeting is always complementary with absolutely no obligation.

"Peter and his staff are very knowledgeable in the field of personal finance and tax savings. They are a pleasure to deal with both in their expertise and their professional, friendly service. I would highly recommend their services."

Dr. Ted Phenix (WCPD client since 2001)
Doctor of Medicine Dentistry - Tisdale, Saskatchewan
contact this reference through WCPD



Wealth Creation Preservation & Donation Inc. | 353 Dalhousie Street, Second Floor, Ottawa, Ontario, Canada K1N 7G1 | Tel: 613-596-3277 | Fax: 613-562-0559 | Toll-Free: 1-800-267-0653 | info@wcpd.com | After business hours: Peter Nicholson 613-851-0417 or Sean Marsden 613-216-9705

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