Nicholas D. Waddell

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Wise and informed wealth management

Customized, conservative wealth management

We have earned the trust of affluent families by placing capital preservation above all else and taking a conservative, reasonable, long-term approach to wealth enhancement.

Many of our clients are nearing or enjoying retirement and drawing upon their assets to provide a structured income stream. Many others are working professionals who are accumulating sizeable nest eggs and establishing holding companies, and want to conserve and build upon these assets for the future.

It is our absolute priority to preserve the capital and confidence that have been entrusted to us.
 

 

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Market Research

Insights

Get the latest market insights and trends from our internal research experts.

Market Ethos - December 1, 2025

Laggards need to join the party

The TSX may enjoy solid returns in 2026, but it is going to be tough given valuations. To keep the party going, some of the laggards, namely Energy and Industrials will likely have to start contributing.

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Investor Strategy - December 2025

Finish line in sight

We could argue a Santa Claus rally seems unlikely, considering it appears Santa came really early this year and already dropped presents into investment accounts.

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Tax & Estate Planning

Strategies

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

Understanding the Alternative Minimum Tax (AMT)

The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.

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