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


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


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

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.

Incredible CPA firms and members of the Integrated Advisory Network.

Schedule A Call

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