WHERE DO YOU SEE YOURSELF IN 3 YEARS?

From your first job to your first home, you have reached significant accomplishments

and built value through relationships with your professional advisors.

But with each accomplishment your needs became more complex, and alignment towards your overall goals and objectives becomes increasingly difficult.

AS YOU HAVE EVOLVED,

SO HAS YOUR NEED FOR PROFESSIONAL ADVISORY.

INTEGRATED ADVISORY

SIMPLIFIED, CENTRALIZED, CONNECTION

Integrated Wealth Advisory is a simplified solution to helping you reach your goals and objectives that creates centralized connection to your professional advisors, and professional silos that can cost you time and money.​

We transform what were once complicated individual professional advisory relationships into collaborative, innovative, and efficient teams.

We integrate Accounting, Investing, Insurance, Legal, and Banking with your professional advisors.

These are the people that have helped you get to where you are today.

 

We bring your Professional Advisors together with a singular focus on you,

and your goals and objectives for the future.

Just because you can,

Doesn't mean you should.

Aligning your accomplishments and meeting your goals and objectives requires an integrated solution that better serves your needs today, through a collaborative understanding of where you want to be tomorrow.

Great Minds Think Alike

We are leading the change by building on the foundation of the trust and experience you have with your professional advisors.

 

The smartest people in the room are focused on you, together. 

What do you want to achieve by bringing the smartest people in the room together? 

Book a consultation, and let us know.

This website was designed to enhance connection - not replace it. 

WealthCo is a corporate group that includes, WealthCo Planning Services Inc. and WealthCo Risk Management Inc. and WealthCo Asset Management Inc.  Investment Management services are provided under WealthCo Asset Management.  That firm is registered as an Exempt Market Dealer in the provinces of Alberta, British Columbia, Manitoba, Saskatchewan and Ontario.  It holds a Portfolio Manager license in the provinces of Alberta, British Columbia, Manitoba and Saskatchewan and an Investment Fund License in the province of Alberta.  The information in this website is directed to individuals registered in those provinces.  The information provided here is for general information purposes and should not be construed as providing advice.  WealthCo has not independently verified any information set out herein.  Any opinions set out herein are subject to change and WealthCo does not undertake to notify the reader of such changes.