Business in Vancouver hosts wealth event with WCPD

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.

AFP Philanthropy Awards celebrate the spirit of selfless giving by Ottawa individuals, groups and businesses

24th annual dinner features a special Inspiration Award in honour of the late Jonathan Pitre

BY: Caroline Phillips, Ottawa Business Journal. 
Every day, there are business leaders and ordinary people who are “quietly and conscientiously” working behind the scenes to make our city a better place to live. They give of their time, money and/or expertise, expecting nothing in return, and certainly not a prestigious award from the Ottawa chapter of the Association of Fundraising Professionals.

On Wednesday, eight individuals, groups and businesses were fêted for their contributions in front of a crowd of 400-plus during the 24th annual Philanthropy Awards (colloquially known as The Phils).

The awards dinner was held in the National Arts Centre’s new Canada Room overlooking the historic Rideau Canal. It was chaired by Margot Lefebvre, senior development officer at The Ottawa Hospital Foundation. It was once again presented by Peter Nicholson’s Foundation WCPD (Wealth, Creation, Preservation & Donation), a financial services business with a specialty in philanthropic tax planning.

Joel Haslam, producer and host of CTV Ottawa’s Regional Contact, knocked it out of the park as the evening’s informative, thoughtful and witty emcee.

Attendees heard uplifting stories of concerted efforts to feed the hungry, care for the homeless, find medical cures, level the playing field for children, and get people talking more openly about mental illness. “No matter what cause you support or represent, we are joined together tonight in a common goal of making Ottawa and beyond a better place to live, work and play,” said Lefebvre in her remarks.

She quoted George Bernard Shaw, who said:  “Some men see things as they are and say, why; I dream of things that never were and say, why not.”

“This room is filled with people who see suffering, unfairness and struggle in our community and immediately ask, ‘Why not, what next, and what more can I do?’ We are a better place because of them.”

Ferguslea Properties/Accora Village owner and past award recipient Dan Greenberg, decked out in his No. 11 Ottawa Senators jersey, presented a special Inspiration Award in honour of Jonathan Pitre, a local hero who raised funds and awareness for his rare and painful skin disease, epidermolysis bullosa (EB). He passed away last spring at age 17, leaving an entire community to mourn his hapless fate.

Three years ago, Pitre attended The Phils as keynote speaker and inspired the room with his courage, optimism and determination.

“He lectured us — good naturedly, mind you — about philanthropy,” Greenberg recalled while expressing great admiration toward his fellow Sens fan. “This is a crowd that already knows philanthropy. This crowd walks, talks and breathes philanthropy and, yet, when Jonathan spoke to us, somehow philanthropy sounded so fresh and so new, almost like something he’d thought of himself.”

The award was graciously accepted by Pitre’s mother, Tina Boileau, who remembered how her son had looked up the word ‘philanthropy’ in preparation for his speech. He found it to mean: love of humanity. “I think every day he showed us that,” she said, tearfully.

When Outstanding Individual Philanthropist recipient Mike McGahan took to the stage — seven award presentations later — he emotionally described Pitre as “an amazing, amazing kid”.

McGahan, CEO of InterRent REIT and president and CEO of CLV Group, was nominated by the Boys and Girls Club of Ottawa for his $1.5 million donation to upgrade the organization’s clubhouse facilities and extend after-school programming for the thousands of children and youth it serves each year. He refused to take credit for the award, though.

“This is not an individual award, this is really about my team,” McGahan said modestly. “I’ve got an amazing group of people. One of the tenets of our company is about giving back and what more can we do. We want to leave a legacy and try and make our community better.”

The awards dinner saw Jayne Watson, the chief executive officer of the National Arts Centre Foundation, named Outstanding Fundraising Professional. Most notably, she and her team at the foundation successfully raised $25 million for a national Creation Fund at the NAC to help artists create new works in theatre, music and dance.

Ottawa lawyer Gregory Sanders, head of Perley-Robertson, Hill & McDougall’s tax law group, was honoured as Outstanding Volunteer Fundraiser. He was nominated for his significant contributions to the Ottawa Regional Cancer Foundation, a charity he became involved with a decade ago after losing both of his parents to cancer. He has previously chaired the boards of The Royal Ottawa Foundation for Mental Health and Ottawa Jewish Community Foundation.

“He get things done, he moves things forward,” said cancer foundation president and CEO Linda Eagen. “If he has to pick up the phone and call 30, 40 people, he’ll do it. It’s hard, sometimes, to pick up the phone and ask your friends, family and colleagues, and people you haven’t seen in a while, to step up to the plate and make a donation.

“It’s a unique quality that Gregory has, and he does it in such a way that people welcome his call.”

Sanders recognized that he was “preaching to the converted” while delivering an acceptance speech that gave considerable thought to the subject of philanthropy. In a city of one million, it takes only one percent of the population to give back — with each individual donating $1,000 annually to their favourite cause — to raise $10 million each year, he said. “The more people that get involved in our community, the stronger it gets.”

The award for Outstanding Philanthropic Group went to the Ottawa Dragon Boat Foundation, which has cumulatively raised $4.5 million in support of 50 local charities. It was nominated by the Youth Services Bureau, with festival CEO John Broomanaccepting the award on behalf of all the paddlers. “In the end, we’re just a big family; we’re a community group that bonds together,” said Brooman of the free festival that draws some 80,000 people to Mooney’s Bay.

The award for Outstanding Small Business Philanthropist went to the family-run Canadian Tire on Terry Fox Drive in Kanata. It was accepted by David Malcomson, with his wife Pam at his side.

They were nominated by The Royal Ottawa Foundation for Mental Health. It should have won its own award for best introductory video of the night, thanks to its special appearance from former Sens captain and mental health advocate Daniel Alfredsson. He played the role of a pleasant and helpful Canadian Tire employee.

Kelly Funeral Homes was this year’s Outstanding Corporate Philanthropist. The award was accepted by general manager John Lafromboise, who, along with managing funeral director Rick Nolan, started working at the funeral home in the 1970s under its founder, the late Lorne Kelly. “Mr. Kelly instilled in us the value of community service and corporate social responsibility,” said Laframboise. “Quietly and conscientiously was his style.”

Kelly Funeral Homes was nominated by the Shepherds of Good Hope, which also nominated Keshav Goel as Outstanding Youth for his volunteer work, including cooking for the homeless and organizing clothing drives and fundraisers.

On top of that, Goel is studying translational and molecular medicine in the Faculty of Medicine at the University of Ottawa. He has also founded a national youth-driven charity with his brother, Anish, called Helping Hands.

The remarkable young man spoke of being raised in a loving and caring household, and of being taught the five human values of truth, right conduct, peace, love and nonviolence. He wasn’t sure how to apply these values to the real world, until he became exposed to homeless people during his commute to and from his downtown high school, Lisgar Collegiate, and uOttawa.

“I learned what a privileged life I live,” said Goel. “I saw the young adults and youth who are struggling to make ends meet and forced to sit on the curb each day, begging in order to survive through our brutal Canadian winters.

“They were the outcasts, ignored by the thousands of people who turned a blind eye to them every single day. For me, the human values I had grown up learning made me struggle with these images and inspired me to think of a solution.”

Attendees also received their own copy of the Giving Guide, a 76-page publication that highlights the giving opportunities in the region and provides resources on best practices and corporate social responsibility. It’s the second year the AFP has partnered with the Ottawa Business Journal and Foundation WCPD to spotlight the professional fundraising community and the value it brings to the city.

— caroline@obj.ca

Read full Article here. 

Crowds pack Rideau Club for second Entre-Nous

Elevate International & The Foundation (WCPD) celebrate successful follow-up event promoting gender equality and philanthropic causes important to women

Chairs were at a premium at the Rideau Club last month, when Elevate International and The Foundation (WCPD) once again teamed up to support gender equality and philanthropic endeavours that are important to women.

On September 18, The Foundation (WCPD) sponsored the second edition of Entre-Nous, a women’s networking series that has grown to include a large and diverse group of professionals all committed to gender equality in Canada and around the world. Leaders of finance, accounting, non-profits and many other industries streamed into the Rideau Club on a Tuesday night, forcing staff to continuously add chairs so attendees could sit and listen to the evening’s dynamic speakers.

The panel included Katja Iversen, President and CEO of Women Deliver, a leading global advocate for gender equality and the health, rights and wellbeing of women and girls.

Iversen, who was also in the city for meetings with public officials, was recently named one of the top 100 influencers in gender policy worldwide. She actually fell within the top 20, alongside leaders such as Justin Trudeau, the Prime Minister of Canada, Melinda Gates, Co-Founder of the Bill & Melinda Gates Foundation and Phumzile Mlambo-Ngcuka, Executive Director of UN Women. 

Also featured on the panel was Ken Fredeen, General Counsel for Deloitte LLP. Known as a champion of gender equality in a major Canadian corporation, he is often considered one of Canada’s most influential lawyers and judges.

Solange Tuyishime, President and Founder of Elevate International, served as moderator for the panel and also delivered remarks.

“The evening was a resounding success,” she said. “It is clear that we have struck a chord here in our nation’s capital for this noble cause. I want to thank our speakers, but in particular I want to thank The Foundation (WCPD) for showing corporate leadership and supporting me in this journey.”

Kamal Khera, Parliamentary Secretary to the Minister of International Development, delivered closing remarks. 

With two successful events under its belt, The Foundation (WCPD) and Elevate International and looking to do more Entre-Nous events in Ottawa and beyond.

Report: Mineral sector contributed $72B to Canada’s GDP in 2017

Our country’s profound connection with the mining industry was once again highlighted earlier this month with the release of a new report by National Resources Canada.

Last year, the minerals sector contributed a whopping $72 billion to Canada’s GDP, the report said, with gold leading the way ($8.7B) as the most valuable mineral. Copper, Potash, Iron Ore, Nickel and other resources also ranked highly on the list.

You can read the report here.

Mining remains one of Canada’s most important economic drivers and a key source of employment, especially among the Aboriginal population.

In fact, this sector employs thousands of Aboriginals each year, making up more than 10% of its overall workforce.

The mineral sector has an important international benefit, as well. In 2017, roughly $1.1 billion, or about 14% of all global exploration spending, found its way to Canada. That positions Canada as the world leader in attracting this form of investment. Meanwhile, Canada exports 60 different mineral commodities to over 100 countries in the world.

According to a recent World Bank Report – “The Growing Role of Minerals and Metals for a Low-Carbon Future.”-  a dramatic rise in mineral exploration is needed to achieve a greener future with alternative energy methods.

JFO raises $223K at annual golf tournament

WCPD serves as Silver Sponsor and participates in 25th annual event at Rideau View Golf Club

The Jewish Federation of Ottawa (JFO) raised more than $220,000 for charity this week at their 25th Annual Golf Tournament, with The Foundation (WCPD) proud to serve as a Silver Sponsor.

The event attracted more than 140 golfers and many business leaders from across Ottawa. Held at the beautiful Rideau View Golf Club, the JFO’s annual tournament is known as one of the best of its kind in the nation’s capital. It is this sharp attention to detail that has inspired so many sponsors to give generously.

“The tremendous success of our annual golf tournament is due to the incredible support of so many wonderful and generous sponsors, like The Foundation WCPD,” explained Federation’s CEO Andrea Freedman. “These are local businesses and organizations with huge hearts, who choose to make a difference in our city. We are grateful for their involvement and deeply proud of what we have achieved together.”

The annual golf tournament raises funds for programs and agencies in Ottawa such as Tamir, which assists people with developmental disabilities, the Bess and Moe Greenberg Family Hillel Lodge long-term care facility, which is a home for the aged, and Jewish Family Services, a social service agency supporting the entire city.

From left: Bruce Raganold, Director of Business Development at Welch LLP, Chris Richards, Financial Administrator at The Foundation (WCPD), Jeff Todd, Director of Communications at The Foundation (WCPD), and Len Farber, Senior Tax Advisor at Norton Rose Fulbright.

In the last 25 years, the tournament has raised more than $3.5 million.

For The Foundation’s part, it was proud to sponsor the registration booth as golfers first arrived at the course.

“WCPD was truly proud to return as a sponsor for this tournament,” said Peter Nicholson, the President and Founder. “The Jewish Federation of Ottawa is a pillar of this community and we are pleased to do our part, while also enjoying a gorgeous day on the golf course.”

To learn more about the Jewish Federation of Ottawa, click here.