The Foundation has facilitated more charitable flow through deals than any firm in Canada.
The Foundation (WCPD) is a public donor advised fund that specializes in boosting the donations of Canadians using its public flow through share structure with a liquidity provider. Since 2006, we have closed more than 325 offerings, which is significantly more than any other firm in Canada. The Foundation has been directed by its clients to donate over 4,500 cheques to well over 600 charities across the country.
Our 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, The Foundation analyzes strategies to dramatically reduce your tax burden, which allows you to give more. Our efficient flow through model is further assisted by an esteemed Philanthropic Advisory Council, featuring some of the top financial professionals in Canada with specializations in tax, government policy and philanthropy. This founding board is assisted by our exclusive advisory councils representing culture, mining and the National Hockey League (NHL).
The Foundation’s Philanthropic Tax Structure has led to charitable donations north of $100M by our clients.
Wealth, Creation, Preservation & Donation (WCPD Inc.), our parent company, is a boutique financial services firm offering a comprehensive suite of money management solutions, insurance products and specialized tax assisted investments.
Our team is passionate about helping you get the most out of your donations while reducing tax.
We believe you and your charity deserve the highest returns possible.
Founder and President
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, Tiger 21 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. He has generated in excess of $100 million for corporate clients.
In 2012, Peter purchased a majority share of villas at Grand Isle Resort & Spa, a luxurious resort and second-home community in Exuma, Bahamas. He also has property and hospitality interests on Farmer’s Cay, part of an exclusive 365-island chain.
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 and he has been a member of the Million Dollar Round Table since 2005. He works with Michelle Claude to provide insurance advice for WCPD clients.
Vice President of Philanthropy
Bita Cattelan has been a fixture of Montreal’s arts fundraising scene for many years. She serves on the Board of Directors at the McCord Museum Foundation, Les Grand Ballets Canadiens, UNICEF Canada, Ensemble Caprice and the Jewish General Hospital Foundation. Cattelan is also Chair of the Montreal Bach Festival Committee. With extensive professional experience in corporate relations and asset management, she holds a Civil Engineering degree from McGill University and a Chartered Investment Manager designation from the Canadian Securities Institute.
Director of Financial Services, Tax Planning & Philanthropy
Michel joined WCPD in March 2014 after completing the Honours Bachelor of Commerce program from the Telfer School of Management at the University of Ottawa.
Michel leads and oversees all day-to-day tax planning, investment and foundation activities.
Director of Business Operations & EA to Peter Nicholson
Throughout her career Helen has worked at all levels of business administration. Her professional experience encompasses business analyses & organizational assessments, recruitment, training & team management, quality control & standards development, contract management and executive administrative support.
She is accustomed to working in integrated team environments at the local, national and international level.
Director of Communications
Jeff manages marketing and communications for The Foundation (WCPD). His duties include writing, marketing, media relations, high-level networking, event planning and brand building across company platforms. He also serves in a similar capacity for GIV Bahamas Inc., a real estate and hospitality company in Exuma, Bahamas.
Jeff is a former journalist with experience in Canada, The Bahamas and the United Arab Emirates. Prior to joining the firm, he served as the Business Editor of the Nassau Guardian and Bahamas correspondent for the Associated Press.
His work has appeared in newspapers across North America, including the New York Times, the Globe and Mail and the Toronto Star. He is also a published author, focusing on both novels and memoirs.
Christopher has his Bachelors of Commerce at the University of Ottawa’s Telfer School of Management.
He helps Director Michel Tilsley with the administration of tax related investments, donations, accounting and marketing.
He assists in analyzing mining companies and also helps with the WCPD Foundation
Bianca aids with the administration of tax related investments and day-to-day operations.
She also volunteers with the WCPD Foundation with the daily administration of Foundation accounts, donations and sponsorships.
Bianca has moved to Winnipeg, Manitoba where she continues to work with WCPD and the WCPD Foundation.
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.
Online, Social & Multimedia Manager
Patrícia has been in the multi, social media and online industry for over 12 years.
She currently manages various websites as well numerous social media accounts and platforms under WCPD and GIV Bahamas Inc.
She is also responsible for the multimedia database and the majority of the video and photographic content used.
Patrícia is the company’s photographer and videographer as well.
Database Manager & Accounting
Anabel joined the WCPD team in 1995. She currently manages its extensive database and assists with accounting.
Adam graduated with a Bachelors of Commerce with a major in finance from the University of Ottawa’s Telfer School of Management. He assists the WCPD team in tax planning, investments, mining company analysis and Foundation administration.