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 - 16 March 2026

Great Canadian bank run

Over the past three decades banks have delivered standout returns. But with valuations pushed higher, the question now is: How much of the good news is already priced in?

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Investor Strategy - March 2026

Mostly smooth sailing

This year is off to a good start. But now, we have an energy crisis afoot and inflation fears rising with the new geopolitical unrest in the Middle East igniting at the end of February.

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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.

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