A passionate team on a mission.
The WealthCo Group of Companies is a team that is passionate about helping elevate our accounting firm members, and helping their clients live the life they deserve for over 20 years.
We are on a mission to change the financial services industry. How so? By leveraging the unique relationship between an accountant and their client to help better serve them.
Customers are used to on-demand, easy access services. This is what our Integrated Advisory model delivers.
What sets us apart?
- Our focus on delivering an unbeatable client experience
- We challenge the conventional way of the business of accounting
- We find ways to do things more effectively and efficiently
With decades of experience in the wealth management, financial planning, and insurance fields, the team at WealthCo is committed to delivering a superior customer experience. WealthCo places a great deal of emphasis on our core values and carefully vets new team members to ensure a strong cultural fit.
David Udy
Founder & CEO
Sophie Blais
President and Chief Operations Officer
Tim Coakwell
Senior Vice President, Business Development
Jeff Dyck
Vice President, IA Platinum Sales
Dave Makarchuk
Chief Investment Officer
Tim Fox
Vice President of Sales
Elmita Lobo
Manager, Corporate Operations
Yan Song
Controller
Lisa Barron
IT Lead
Cindy Ackles
Senior Financial Advisor/Investment Counsellor
Stephen Logan
Senior Financial Analyst
Claude Spencer
Senior Investment Counsellor
Jordan Tanner
Senior Advisor, Insurance & Estate Planning
Ryan Mackiewich
Senior Planner
Grace Gao
Lead Staff Accountant
Christina Andrews
EA/Coordinator, Business Development
Michelle Shiers
Executive Assistant, CEO & President/COO
Keri Bradford
Coordinator, Insurance & Benefits
Navneet (Nanu) Parhar
Insurance & Estate Planning Team Lead
Howard Wong
Investment Counsellor
Anggelo Quinonez
Financial Analyst
Owen Komperdo
Financial Planner
Kristina Sombong-Cusi
Portfolio Administrator II
Louise Ashby
Portfolio Administrator
Incredible CPA firms and members of the IA Community.
Schedule A Call
Fill out the form below and someone from our team will be in touch with you to schedule a call.