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
Jeanne Oppenheim
Chief Operating Officer
Tim Coakwell
Senior Vice President, IAN Member & Advisory Services
Jeff Dyck
Vice President, Insurance Advisory
Dave Makarchuk
Chief Investment Officer
Yan Song
Controller
Claude Spencer
Manager, Investment Advisory & Planning Services
Jordan Tanner
Senior Insurance Advisor
Ryan Mackiewich
Senior Wealth Advisor
Christina Andrews
EA, Coordinator BD & Sales
Michelle Shiers
Executive Assistant to CEO & President/Business Services Team Lead
Keri Bradford
Coordinator, Insurance & Benefits
Navneet (Nanu) Parhar
Manager, Insurance Operations
Howard Wong
Wealth Advisor
Owen Komperdo
Wealth Advisor
Louise Ashby
Portfolio Administrator
Yemisi Adeniyan
Portfolio Administrator
David Llewellyn
Insurance Specialist
Catherine Ethier
Staff Accountant
Romelie Alcantara
Fund Accountant
Ola Sekoni
Data Analyst II
April Zazulak
HR Coordinator
Incredible CPA firms and members of the Integrated Advisory Network.
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