About WealthCo

Where financial advice

comes together

WealthCo was founded on a simple idea: Canadians are better served when their accountant and financial advisor are working from the same plan.

Our Story

WealthCo was founded by financial professionals who believed something was missing in how clients were being served.

Business owners were getting strong tax advice from their CPA and solid investment advice from their advisor — but no one was connecting the two. The result was fragmented advice, missed opportunities, and decisions that weren’t fully aligned.

WealthCo was built to change that.

Over the past 25 years, we’ve developed an integrated advisory model that brings financial planning, investment management, insurance, and tax strategy into one coordinated approach. We work alongside your CPA, so every part of your financial life is aligned.

Today, WealthCo manages over $780 million in assets for business owners, entrepreneurs, professionals, and families across Canada. We are a registered Portfolio Manager and Investment Fund Manager, a licensed insurance brokerage, and a Certified Financial Planning practice — all working together under one roof.

About WealthCo.

$781M+

Assets Under Management

25+

Years of Integrated Advisory

15

CPA firms in the IAN Network

~120

CPAs Serving Business Owners

WealthCo was founded by financial professionals who believed something was missing in how clients were being served.

Business owners were getting strong tax advice from their CPA and solid investment advice from their advisor — but no one was connecting the two. The result was fragmented advice, missed opportunities, and decisions that weren’t fully aligned.

WealthCo was built to change that.

Over the past 25 years, we’ve developed an integrated advisory model that brings financial planning, investment management, insurance, and tax strategy into one coordinated approach. We work alongside your CPA, so every part of your financial life is aligned.

Today, WealthCo manages over $780 million in assets for business owners, entrepreneurs, professionals, and families across Canada. We are a registered Portfolio Manager and Investment Fund Manager, a licensed insurance brokerage, and a Certified Financial Planning practice — all working together under one roof.