Wealth Creation Preservation & Donation
Wealth Creation Preservation & Donation Inc. (WCPD Inc.) is a boutique financial services firm dedicated to helping our clients create and preserve their wealth, reduce tax and increase charitable donations. We provide a comprehensive suite of money management solutions, insurance products and specialized tax assisted investments. WCPD Inc.'s clients include a large number of major philanthropists, entrepreneurs, business executives and legal, accounting and health professionals. Drawing on the expertise of accountants and tax lawyers, WCPD Inc. is specialized in analyzing strategies to dramatically reduce our clients' tax burden. In addition, WCPD Inc.'s Philanthropic Program, dedicated to our clients' chosen charities, has led to charitable donations of more than $72 million. We are committed to assisting our generous clients put some leverage on their donations so they can maximize their vision. It is a wonderful business and we are honoured to be a part of it.
About Wealth Creation Preservation & Donation
Founded
1987Estimated Revenue
$10M-$50MEmployees
11-50Category
Sector
Investment AdviceIndustry Group
Services Allied With the Exchange of SecuritiesIndustry
Financial ServicesLocation
City
OttawaState
OntarioCountry
CanadaWealth Creation Preservation & Donation
Find your buyer within Wealth Creation Preservation & Donation