WCPD (Wealth. Creation. Preservation. Donation)

History

WCPD (Wealth. Creation. Preservation. Donation), or WEALTH for short, began as a boutique financial services company working to reduce taxes for its clients and assisting with philanthropy and financing for junior mining and critical mineral exploration in Canada. For decades, WCPD has focused on Flow-Through Shares, eventually becoming associated with a new signature in this niche.

A milestone was achieved in 2006 when WCPD executed the country’s first flow-through donation free of capital gain tax. This unprecedented breakthrough revolutionized charitable tax planning standards and firmly positioned the firm as founders and leaders of Structured Flow-Through Shares, also commonly known as Charity Flow-Through Shares. The deal marked a turning point for WCPD, establishing a reputation for creativity and execution in philanthropy-driven finance.

From 2006 to the present, WCPD has consistently maintained its leadership position, completing more Structured Flow-Through transactions than any other firm. With its structure producing enormous tax benefits and eliminating stock market risk, WCPD has effectively facilitated more than $350 million into charitable giving, and over $1.5 billion in financing for Canadian junior mining and critical mineral exploration.

Throughout the years, WCPD has built a reputation as a trusted name in Philanthropic Tax Planning. By combining tax knowledge with an understanding of philanthropic objectives, the firm has helped clients protect and grow their wealth while maximizing their impact on Canadian charities.

Recent & Current Operations

In recent years, WCPD (WEALTH) has emerged as a leader in the Structured Flow-Through financing space. In June 2024, the firm pulled off a record CAD$100 million Structured Flow-Through deal with Skeena Resources in Vancouver, BC, making it the largest transaction of its kind in Canadian history. At the 2025 PDAC, the largest mining conference in the world, WCPD’s founder, Peter Nicholson, reiterated the firm’s strong momentum: several large financing deals, including the record-breaking financing deal with Skeena. Since then, WCPD has continued to lead in its industry.

Shareholders’ Equity

WCPD is a private company that creates value for clients through innovative, tax-advantaged financial structures. The company maintains its leadership in the space of Structured Flow-Through Shares. No data concerning equity attributable to shareholders has been publicly disclosed.

Key Players:

• Peter Nicholson (Founder & President)
• BAllen Wong (Senior Associate)
• BBita Cattelan (VP Investor Relations & Philanthropy)
• BJeff Todd (VP of Marketing & Communications)
• BChristopher Richards (Head of Sales & Operations)
• BPaolo Cattelan (VP Business Development)
• BGeoff Bennett (Senior Advisor)
• BBianca Joubert (Financial Assistant)
• BMichelle Claude (Manager, Insurance)
• BPatricia M. (Online, Social Media, Multimedia & Office Manager)
• BAnabel Bane (Managing Director of Brand & Charitable Events)
• BAdam Doswell ( Manager - Investments & Tax Planning)
• BAmanda Fragione (Donations Officer, WCPD Foundation)
• BIsaac Keiwan (Manager - Transactions & Tax Planning)
• BLori Beal (Chief of Staff & EA to Peter Nicholson)
• BKurt Alexander (Associate - Marketing & Business Development)
• BBarret Walker (Financial Assistant)
• BNisa Dela Cruz (Executive Assistant to Peter Nicholson)
• BSean Marsden (Senior Financial Advisor, WCPD Inc.)
• BMital Solanki (Financial Assistant)
• BMario Villemaire (Philanthropy Specialist)
• Billy Bergantinos (Accounting Assistant)