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.
Customers are used to on-demand, easy access services. This is what our Integrated Advisory model delivers.
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.
Founder & CEO
President and Chief Operations Officer
Senior Vice President, Business Development
Vice President, IA Platinum Sales
Chief Investment Officer
Controller
Senior Financial Analyst
Senior Investment Counsellor
Senior Advisor, Insurance & Estate Planning
Senior Planner
EA/Coordinator, Business Development
Executive Assistant, CEO & President/COO
Coordinator, Insurance & Benefits
Insurance & Estate Planning Team Lead
Investment Counsellor
Financial Analyst
Financial Planner
Portfolio Administrator II
Portfolio Administrator
Portfolio Administrator
Associate Advisor
Associate, Insurance & Estate Planning
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