WEALTH (WCPD Inc)

Financial Services • Ottawa, Ontario, Canada • 11-20 Employees

Company overview

Headquarters	353 Dalhousie Street, 2nd Floor, Ottawa, Ontario K1N 7G1, CA
Phone number	+18002670653
Website	wcpd.com
NAICS	52
SIC	673
Keywords	Charity, tax, Insurance, Philanthropy, Financial Services, Fundraising, Wealth Management, Mining, Tax Reduction, Social Impact Investing, Junior Mining, Critical Minerals
Founded	1987
Employees	11-20
Socials

Key Contact at WEALTH (WCPD Inc)

Lori Beal

Executive Assistant To Chief Executive Officer

WEALTH (WCPD Inc) Email Formats

WEALTH (WCPD Inc) uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@wcpd.com), used 92.9% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@wcpd.com	92.9%
{first initial}.{last name}	j.doe@wcpd.com	7.1%

About WEALTH (WCPD Inc)

WEALTH (WCPD Inc.) is a boutique financial services firm specializing in tax reduction, philanthropy and financing for junior mining and critical mineral exploration in Canada. WCPD Inc is an acronym – Wealth, Creation, Preservation & Donation. And as the name implies, we create wealth, we preserve wealth, and for our generous clients, we help them donate wealth to charities that touch their hearts. With offices and representatives all across Canada, WEALTH is not only the originator of the charity flow-through share model, but also the leader in the number of deals closed. Our highly personalized boutique services offer unique, safe and innovative financial solutions while working in tandem with larger financial institutions and other industry partners. Through the years, our firm has earned a reputation for superior customer service and a personal touch. Lower Taxes, Higher Giving™. Are you ready for the next level? Our first meeting is always complementary absolutely no obligation.

WEALTH (WCPD Inc) revenue & valuation

Annual revenue	$11,400,000
Revenue per employee	$629,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$36,300,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Senior

C-Suite

Employees by Department

WEALTH (WCPD Inc) has 11 employees across 6 departments.

Departments

Number of employees

Funding Data

WEALTH (WCPD Inc) has never raised funding before.

WEALTH (WCPD Inc) Tech Stack

Discover the technologies and tools that power WEALTH (WCPD Inc)'s digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

SparkPost

Frequently asked questions

WEALTH (WCPD Inc) is located in Ottawa, Ontario, CA.

You can reach WEALTH (WCPD Inc) at +18002670653.

WEALTH (WCPD Inc) was founded in 1987, making it 39 years old. The company has established itself as a significant player in its industry over this time.

WEALTH (WCPD Inc) has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at WEALTH (WCPD Inc)

Lori Beal

Executive Assistant To Chief Executive Officer

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