About WealthCo
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 25 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?
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Our focus on delivering an unbeatable client experience.
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We challenge the conventional way of the business of accounting.
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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
At Wealthco, we are passionate about bringing on new team members who are as excited about our clients and the work we do, as we are.
Our team
David Udy
Founder and CEO
Sophie Blais
President
Jeanne Oppenheim
Chief Operating Officer
Tim Coakwell
Sr. Vice President, Business Development
Jeff Dyck
Vice President, Insurance Advisory
Dave Makarchuk
Chief Investment Officer
Yan Song
Controller
Claude Spencer
Manager, Investment Advisory & Planning Services
Michelle Shiers
Executive Assistant to CEO & President/Manager, Business Services
Keri Bradford
Business Services Administrator
Navneet (Nanu) Parhar
Senior Advisor, Insurance
Howard Wong
Wealth Advisor
Owen Komperdo
Senior Wealth Planner
Rob Margeson
Associate Wealth Planner
David Llewellyn
Insurance Specialist
Debjani Saha
Manager, Investment Operations
Ahmed Takuma
Fund Administrator
Romelie Alcantara
Fund Accountant
Maria Jose Ochoa
Client Service Administrator II
Shawn Samuel
Compliance Analyst
Smarika Duggal
Associate Wealth Planner
Neeraj Paredeshi
Senior Insurance Advisor
Lindsay Doell
Lead, Insurance Operations
Connor Jack
Insurance Specialist
Ilijaz Gunic
Client Service Administrator
Katrina Richmond
Associate Advisor, Insurance
Bryton Udy
Director, Marketing & Communications
Noah Arvisais
Content Specialist
Join our growing team
WealthCo places a great deal of emphasis in ensuring we are recruiting the right team members. An alignment to the WealthCo values is a key to securing the right corporate fit.
The Integrated Advisory Experience
WealthCo is a proud member of the Integrated Advisory Professionals Network
