Our Team
Seventy-five years of combined experience at WealthCo has taught us that to be successful at building wealth for our clients, we had to be successful at building relationships. Therefore, our focus is not on what makes us unique but rather what makes you unique.
Our wealth management experts work with your current professional advisors so our network of independent specialists can ensure you are on the right track - now and into the future.
Calgary Office
David Udy
As President of WealthCo Financial Advisory Services, David takes great pride in the team of highly skilled individuals that serve the needs of our clients. Being in the financial services industry for more than 25 years, David has a broad range of expertise, including holding the position of Canadian Vice President of Sales for a six billion dollar insurance and investment company. David's experience has given him the acumen and product knowledge to handle complex planning solutions for his clients.
As a Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP), he has demonstrated a consistent ability to protect and grow the hard-earned assets of his clients.
davidudy@wealthco.ca
Sophie Blais-Yalbir
Financial Planner & Business Development Manager - Sophie uses her 15 years of experience in the financial services industry as a foundation for her work assisting WealthCo clients in finding solutions to their complex planning issues. As a Certified Financial Planner (CFP) and Registered Health Underwriter (RHU) Sophie is able to look at all aspects of a clients situation and create a customized plan to meet each need. Sophie is a member of Advocis, The Financial Advisors Association of Canada and is a licensed CFP through the Financial Planners Standards Council.
sophie@wealthco.ca
Perry Diebert
Financial Planner - Perry assists his clients with comprehensive financial plans and risk management strategies. He leverages on over 30 years of advising and coaching business owners. Perry has owned and operated a number of businesses and has a real understanding of the challenges and issues facing those in business today.
pdiebert@wealthco.ca
Jim McNeil
Financial Planner - Jim is a Chartered Life Underwriter (CLU) with 32 years of extensive experience in financial planning and wealth management. Jim's specialty is helping clients with wealth accumulation issues, risk management, and estate planning strategies.
jimmcneil@wealthco.ca
Virginia Malejko
Executive Assistant - Virginia has over 20 years of client service experience in the life insurance industry. Her primary focus at WealthCo is working with David and his clients.
virginia@wealthco.ca
Lisa Pigeon
Client Services & Support Specialist - Lisa works in the Calgary office and looks after administrative duties and client inquiries.
lisa@wealthco.ca
Saskatoon Office
Vince Mullee
Financial Planner - Vince works out of our Saskatoon office assisting clients in and around the city. He has worked in the Financial Planning field for the past 18 years and enjoys getting to know his clients and their objectives as he helps them achieve their goals.
vincemullee@wealthco.ca
Alice Zimmer
Client Services - Alice works in the Saskatoon office and looks after all the administrative duties and client inquiries.
alicezimmer@wealthco.ca
