It is our calling to help the CPA profession and its Canadian public practice members evolve their status from the most trusted to the most valued by delivering an Integrated Advisory Experience to those they serve.
The Integrated Advisory Experience will help CPA professionals provide a higher standard of care and restore confidence in the financial services industry.
Our mission is to build a national community of independent CPA firms and professionals who share our calling to provide a higher standard of care and restore confidence in the financial services industry.
We will work tirelessly to deliver value to our community members through strategic coaching and training programs, sharing of best practices, access to leading technology and tools, community events and conferences, member benefits and the integration of strategic professionals and partnerships.
Tim Coakwell CPA, CA, CFP, CIM
Senior Vice President Business Development & Sales
Ryan Hittel B. MGT
Senior Manager Business Development & Sales
Jeff Dyck CFP, CLU, TEP
Vice President Insurance & Estate Planning
Sophie Blais B.COMM, CFP, CHS
Chief Operations Officer, Chief Compliance Officer
Cori Fitzsimonds
Creative Director, Director Marketing & Communications
Melissa Keir
Manager Investment Operations
Yan Song
Comptroller
LEADERSHIP
David Udy CIM, CFP, TEP
Founder & CEO, Chief Investment Officer
Michael Winsor B. COMM, CFP, PFP
Training & Development Lead
Cindy Ackles CFP, CFDS, CIM
Financial Advisor
Leo Ospino B. COMM
Associate Advisor
Christina Andrews
Coordinator Business Development & Sales, Executive Assistant
BUSINESS DEVELOPMENT
Tim Coakwell CPA, CA, CFP, CIM
Senior Vice President Business Development & Sales
Ryan Hittel B. MGT
Senior Manager Business Development & Sales
Tim Coakwell CPA, CA, CFP, CIM
Senior Vice President Business Development & Sales
Ryan Hittel B. MGT
Senior Manager Business Development & Sales
Jeff Dyck CFP, CLU, TEP
Vice President Insurance & Estate Planning
Sophie Blais B.COMM, CFP, CHS
Chief Operations Officer, Chief Compliance Officer
Cori Fitzsimonds
Creative Director, Director Marketing & Communications
Melissa Keir
Manager Investment Operations
Yan Song
Comptroller
LEADERSHIP
David Udy CIM, CFP, TEP
Founder & CEO, Chief Investment Officer
Michael Winsor B. COMM, CFP, PFP
Training & Development Lead
Cindy Ackles CFP, CFDS, CIM
Financial Advisor
Leo Ospino B. COMM
Associate Advisor
Christina Andrews
Coordinator Business Development & Sales, Executive Assistant
BUSINESS DEVELOPMENT
Tim Coakwell CPA, CA, CFP, CIM
Senior Vice President Business Development & Sales
Ryan Hittel B. MGT
Senior Manager Business Development & Sales
Sam Roach CFA
Portfolio Manager
Ryan Sawka CIM
Investment Counsellor
Sherin Mohan
Operations Analyst
WEALTHCO ASSET MANAGEMENT
Marcela Morales
Portfolio Administrator
Jackie Mauro
Portfolio Administrator
David Udy CIM, CFP, TEP
Founder & CEO, Chief Investment Officer
Melissa Keir
Manager Investment Operations
Sophie Blais B.COMM, CFP, CHS
Chief Operations Officer, Chief Compliance Officer
Stephen Logan BMOS
Financial Analyst
Andrey Berezovskiy
Operations Analyst
INSURANCE & ESTATE PLANNING
Michael Munro B. COMM
Associate Insurance & Estate Planning
John Louis Fahie B. MGT
Coordinator Insurance & Estate Planning
Jeff Dyck CFP, CLU, TEP
Vice President Insurance & Estate Planning
FINANCE
Yan Song
Comptroller
Grace Gao B. COMM
Junior Accountant
MARKETING & COMMUNICATIONS
Cori Fitzsimonds
Creative Director, Director Marketing & Communications
Sara Monson
Coordinator M&C
BUSINESS SERVICES
Kimberly Koch
Coordinator Business Services, Executive Assistant
Virginia Malejko
Coordinator Client Experience