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

Cindy Ackles

Senior Financial Advisor/Investment Counsellor

Christina Andrews

EA/Coordinator, Business Development

Lisa Barron

IT Lead

Keri Bradford

Coordinator, Insurance & Benefits

Grace Gao

Lead Staff Accountant

Elmita Lobo

Manager, Corporate Operations

Stephen Logan

Senior Financial Analyst

Navneet (Nanu) Parhar

Insurance & Estate Planning Team Lead

Anggelo Quinonez

Financial Analyst

Michelle Shiers

Executive Assistant, CEO & President/COO

Kristina Sombong-Cusi

Portfolio Administrator II

Yan Song

Controller

Claude Spencer

Senior Investment Counsellor

Jordan Tanner

Senior Advisor, Insurance & Estate Planning

Howard Wong

Investment Counsellor

Incredible CPA firms and members of the IA Community.

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