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 18 years, David’s broad range of expertise including holding the position of Canadian Vice President of Sales for a six billion dollar insurance and investment company have given David 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.

Jim McNeil

Living Benefit and Mutual Fund Specialist – Jim is a Certified Life Underwriter (CLU) with 26 years of extensive experience in financial planning and wealth management. Jim’s specialty is helping clients with wealth accumulation issues, risk management with emphasis on income replacement strategies.

Kent Galbraith

Financial Planner – Kent is a Certified Financial Planner (CFP) with extensive experience in the business market, having worked in this field for 32 years. Kent takes pride in formulating plans that meet and exceed his clients’ expectations using sound financial principles together with cost effective and tax efficient planning concepts.

Perry Diebert

Wealth Planning Consultant – Perry is the Managing Partner of WealthCo Benefits Inc., WealthCo’s group insurance division. He also prepares and assists with implementing comprehensive financial plans, leveraging on over twenty-five 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.

Sophie Blais-Yalbir

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. 

Virginia Malejko

Executive Administrator & Client Services - Virginia has over 15 years of client service experience in the life insurance industry. Her primary focus at WealthCo is assisting our clients with account enquiries and changes on their mutual fund and CustomCare accounts.

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 twelve years and enjoys getting to know his clients and their objectives as he helps them achieve their goals.

Alice Zimmer

Client Services - Alice works in the Saskatoon office and looks after all the administrative duties and client inquiries. She enjoys working with people and tolerates Vince and his wacky sense of humor.