One hundred 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.
David Udy, CFP TEPAs 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.
Tim Coakwell, CA CFPAs Vice President of WealthCo Financial Advisory Services, Tim brings 20 years of experience, providing tax advisory, financial planning and wealth management services to high net worth individuals and business owner clients of accounting firms.
Tim uses his indepth knowledge and experience assisting business owners to plan and structure tax solutions in concert with their financial goals.
Tim is an active member of the Institute of Chartered Accountants of Alberta (ICAA) and the Financial Planners Standards Council (FPSC) He has lectured in front of many organizations and has co-authored several professional growth and development courses for the ICAA with regards to various tax, estate, and financial planning matters.
Tim was a recipient of the ICAA Early Achievement Award for excellence in serving his profession and community for presenting and co-authoring ICAA courses and for his involvement as a head coach of the Special Olympics golf program in Calgary.
Sophie Blais-Yalbir, B.Comm CFP CHSSr. Financial Advisor - Sophie uses her 18 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 Certified Health Specialist (CHS) 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 sits on the executive board of the - Calgary Chapter of Business & Professional Women; an international organization dedicated to the professional woman. It is a supportive networking group providing advocacy and awareness, leadership building and personal and professional development.
Sophie is invited to speak to various groups about how we relate to one another and ourselves in relation to our finances.
Perry DiebertFinancial 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.
Jim McNeil, CLUFinancial 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.
Fabiola Filippin, B.Comm CFP
Virginia MalejkoExecutive 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.
Vince MulleeFinancial 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.
Alice ZimmerClient Services - Alice works in the Saskatoon office and looks after all the administrative duties and client inquiries.