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

Elmita Lobo

Manager, Corporate Operations

Yan Song

Controller

Lisa Barron

IT Lead

Stephen Logan

Senior Financial Analyst

Claude Spencer

Senior Investment Counsellor

Jordan Tanner

Senior Advisor, Insurance & Estate Planning

Ryan Mackiewich

Senior Planner

Christina Andrews

EA/Coordinator, Business Development

Michelle Shiers

Executive Assistant, CEO & President/COO

Keri Bradford

Coordinator, Insurance & Benefits

Navneet (Nanu) Parhar

Insurance & Estate Planning Team Lead

Howard Wong

Investment Counsellor

Anggelo Quinonez

Financial Analyst

Owen Komperdo

Financial Planner

Kristina Sombong-Cusi

Portfolio Administrator II

Louise Ashby

Portfolio Administrator

Yemisi Adeniyan

Portfolio Administrator

Ryan Monahan

Associate Advisor

David Llewellyn

Associate, Insurance & Estate Planning

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 IA Community.

Schedule A Call

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