Helping innovative CPA firms lead the new era of financial advice.

We work with entrepreneurial CPA firms in Canada to offer their clients an integrated and holistic planning experience, so they can live the life of their dreams.

Clients are frustrated. Accountants are tired. But there's a better way.

A client's accountant is often their most trusted advisor and has the most complete picture of a client's financial life. Integrated Advisory by WealthCo works directly with a client's accountant to implement a plan that helps them reach their financial goals.

  • Collaborate with industry specialists on a single integrated financial plan.
  • Find clarity in both a client's personal and business finances.
  • No more project management for clients with multiple advisors.
  • Elevate the client experience for accounting firms.

Discover the way financial services should be.

Integrating a client's personal and business plans together with all of their advisors is the only way for them to truly get to where they want to be.

We work with entrepreneurial CPAs to help their clients live the life of their dreams.

Incredible CPA firms and members of the Integrated Advisory Network.

See how Integrated Advisory is helping make financial services better for everyone.

Thoughtful Insights