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, women and the National Hockey League (NHL). WCPD is committed to the diverse needs of our clients.
The Foundation’s Philanthropic Tax Structure has led to charitable donations north of $100M by our clients all across Canada.
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.
Founder and President
For decades, Peter Nicholson has been a recognized leader in Canadian tax assisted investments, with a specialized focus on philanthropic tax planning and tax reduction.
Through his work with countless donors, foundations, institutions and boards, he has helped generate in excess of $100 million for client donations. Nicholson is also a passionate philanthropist in his own right and a tireless supporter of community initiatives.
Nicholson is a foundation board member of the Children’s Hospital of Eastern Ontario (CHEO) and Museum of Human Rights (Winnipeg). He is also a member of the Association of Fundraising Professionals of Canada, the Investment Funds Institute of Canada and Tiger 21. Since 1993, he has qualified for the Million Dollar Round Table (annual qualification is limited to the top 5% of finance professionals in the world).
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 has been a fixture of the philanthropic world for decades, with extensive experience in fundraising, sponsorship and high-net-worth donor relations.
A proud member of the Board of UNICEF Canada, Bita serves on UNICEF Canada’s “The 25th Team”, a National Women’s Giving Circle made up female leaders from across Canada who mobilize their resources and network while raising funds and awareness for Maternal, Newborn and Child Health (MNCH) issues. She is also a member of the cabinet for the UNdaunted campaign.
Bita is a Member of the Board of Directors of Les Grands Ballets Canadiens de Montreal and Ensemble Caprice, as well as Trustee of the McCord Museum Foundation. She is also a member of the Board of Directors for the Jewish General Hospital Foundation and Co-Chairperson for the Peace of Mind Campaign, raising awareness and funds while changing the face of mental health, which benefits the Psychiatry Department of the hospital.
For The Foundation (WCPD), she serves on the National Cultural Philanthropic Advisory Council, dedicated to promoting philanthropy for arts and culture across Canada, as well the National Elevate Women Advisory Council, an initiative to inspire and empower women locally and globally with the purpose to advance women’s leadership and economic empowerment.
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 Communications
Jeffrey manages marketing and communications for The Foundation (WCPD). His duties include writing, marketing, business development, media relations, event planning and brand building. He also serves in a similar capacity for GIV Bahamas Inc., a real estate and hospitality company in Exuma, Bahamas.
Jeffrey of Co-Chairman of the Board for the Canadian National Institute of the Blind (CNIB) in Eastern Ontario, a Board Member for the Association of Fundraising Professionals (AFP) in Ottawa and Co-Founder and Board Member of the Exuma Foundation of Canada.
Prior to joining the firm, Jeffrey was a journalist with experience in Canada, The Bahamas and the United Arab Emirates. His work 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.
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 Media, Multimedia & Office Manager
Patricia has been in the online industry for over 12 years, specializing in social media, multimedia and Internet marketing strategies. She currently manages various websites and social media accounts, including services for The Foundation (WCPD) and GIV Bahamas Inc.
Patricia is responsible for The Foundation’s multimedia database and general office administration. She 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.
Executive Assistant to Peter Nicholson
Stephanie joined the WCPD team in 2018. She brings to the team a wealth of administrative and human resource experience with expertise in scheduling, event planning and project coordination. Stephanie started her career at Telesat Canada in the early 80s and, up until recently, worked in the automotive industry as an EA to the President/Owner of The Donnelly Automotive Group. Stephanie enjoys socializing and entertaining with her five adult children.