Philanthropic Advisory Council

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Wealth Creation Preservation & Donation (WCPD) is a boutique financial services firm dedicated to helping our clients create, preserve and donate their wealth. WCPD has over $200 million of assets under management. We provide a comprehensive suite of money management solutions, insurance products and specialized tax assisted investments that reduce tax.

WCPD's clients include a large number of major philanthropists, entrepreneurs, business executives and health, accounting and legal professionals. Drawing on the expertise of accountants and tax lawyers, WCPD specializes in analyzing strategies to dramatically reduce clients’ tax burden. In addition, WCPD’s Philanthropic Program has led to charitable donations approaching nine figures.

WCPD'S PHILANTHROPIC ADVISORY COUNCIL

Dr. Peter J. Nicholson Sr. - Chairman of WCPD's Philanthropic Advisory Council. Previously he was the inaugural President of the Council of Canadian Academies (now retired) and was Deputy Chief of Staff for policy in the office of the Prime Minister. Other past positions include advisor to the OECD in Paris, Chief Strategy Officer for BCE and Senior Vice-President to the Chairman of Scotiabank. He is a member of the Order of Canada, awarded in recognition for his contributions to business.

Mr. Leonard Farber - Senior tax advisor with Ogilvy Renault in Ottawa. Previously, Mr. Farber was General Director of Tax Policy responsible for all tax legislation developed by the Federal Department of Finance. At Ogilvy Renault, Mr. Farber advises clients on tax policy issues, assists in the resolution of tax disputes and provides a valuable resource to members of the firm’s tax practice in connection with tax planning advice.

Mr. David Laidley - Chairman Emeritus of Deloitte & Touche LLP (Canada), where he served as a partner from 1975 until his retirement in 2007. He was elected Chairman of the firm in 2000 and served in that capacity until 2006. Mr. Laidley was appointed to the Board of Directors of the Bank of Canada in June 2007 and currently serves on the boards of Nautilus Indemnity Limited (where he is Chairman), Aviva Canada Inc., ProSep Inc., EMCOR Group Inc., Groupe Aeroplan Inc., the Cole Foundation, the Lester B. Pearson College of the Pacific, the McGill University Health Centre Foundation and the Desautels Faculty of Management of McGill University.

Ms. Hilary Pearson - President of Philanthropic Foundations Canada, association for 106 of Canada's top private foundations with a combined total of $5.9 billion in assets. Ms. Pearson is a member of the Charities Advisory Committee, an advisory committee to the Minister of National Revenue. Ms. Pearson serves on several nonprofit boards, including the Stratford Festival of Canada, Imagine Canada and Centraide de Montréal.

Mr. Lawson Hunter - One of Canada's pre-eminent regulatory and government relations counsel, drawing on a wide range of experience in business, government and private practice. Formerly Canada's senior civil servant in charge of competition policy and enforcement, Mr. Hunter was primarily responsible for the drafting of the federal Competition Act. From 1993 to 2003 he was a partner of Stikeman Elliott and head of the firm's Competition Group. From 2003 to 2008 he served as Executive Vice-President and Chief Corporate Officer of Bell Canada and BCE Inc., where he was responsible for overseeing regulatory, governmental relations and corporate affairs. In September 2008, he rejoined the Ottawa office of Stikeman Elliott as counsel and recently assumed the role of head of the Competition/Antitrust Group. Mr. Hunter advises a wide variety of Canadian and multinational corporations on all aspects of federal and regulatory law and policy.

Mr. Elly Alboim - A Principal of The Earnscliffe Group and leads its strategic communications practice. He specializes in public policy and was a senior advisor to the Right Honourable Paul Martin throughout his tenure as Minister of Finance and Prime Minister. Currently, Mr. Alboim is an Associate Professor in the School of Journalism and Communication at Carleton University.

Mr. George Anderson - President and CEO of the Forum of Federations since 2005. He served over thirty years in Canada’s federal public service, where his positions included Deputy Minister of Natural Resources (2002-2005) and Deputy Minister for Intergovernmental Affairs in the Cabinet office (1996-2002). He has degrees in political science from Queen's University and Oxford University, and a diploma from the École nationale d'administration in Paris.

Mr. Peter Nicholson Jr. - President and founder of WCPD Inc. and WCPD Foundation. He is a member of the Ottawa Estate Planning Council, the Investment Funds Institute of Canada, and Advocis (The Financial Advisors Association of Canada). Since 1993, Mr. Nicholson has qualified for the Million Dollar Round Table, which is the premier association of financial professionals, and is a member of their "Top of the Table" (annual qualification is limited to the top 1% of financial professionals in the world). He has specialized in tax-assisted investments since 1995 and has raised in excess of $250 million. Peter is also a member of President Clinton’s Global Initiative (CGI), the Canadian Association of Gift Planners (CAGP), Association of Fundraising Professionals (AFP) and Association for Healthcare Philanthropy (AHP), all of which promotes philanthropy throughout the world.