Nicholas D. Waddell

Click here to learn more about our team

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.
 

 

Train arriving, symbolizing timely insights

Market Research

Insights

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

Market Ethos - January 12, 2025

Ethos rewind: the year’s biggest themes

The world knows that we have too much oil; the market knows this, the forward energy curve knows this, and hence oil is trading where it was five years ago.

Read more

Investor Strategy - January 2026

2026 Outlook: Questions on the year ahead

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.

Read more

Wooden walkway over windy field

Tax & Estate Planning

Strategies

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

Taxes

Understanding the Alternative Minimum Tax (AMT)

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

Read more