Held at the Vancouver Club, Business Excellence series addresses strategic wealth management and philanthropic tax planning

On November 8, Business in Vancouver presented a Business Excellence Series Panel discussion focused on the topic of strategic wealth management at the Vancouver Club.

The expert panel included Peter Nicholson, CEO of the WCPD Foundation, Elyssa Lockhart, Partner, McQuarrie Hunter LLP, Trevor Radford, Portfolio Manager, Leede Jones Gable and Fred Snyder, senior vice president of Mackie Research Capital Corp. Together they answered questions on topics such as portfolio management, the importance of having financial objectives and philanthropic tax planning.

The discussion was moderated by Kirk LaPointe, editor-in-chief of Business in Vancouver and vice president of editorial at Glacier Media.

“It was my pleasure to participate for the first time in this Business Excellence Series,” said Nicholson. “As a national company, it is our job to ensure that donors across the country are well educated on the most tax efficient ways to give more to their favourite charities. Thank you to Business in Vancouver for the opportunity and The Vancouver Club for the hospitality.”

The day before, at AFP’s 2018 National Philanthropy Day Luncheon, Nicholson was on hand for the unveiling of the first ever Vancouver Giving Guide. With The Foundation (WCPD) serving as Title Sponsor, the new, annual publication brings professional fundraisers, non-profits, business leaders and philanthropists together in one engaging magazine.