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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

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Jeff Dyck CFP, CLU, TEP

Vice President Insurance & Estate Planning 

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Sophie Blais B.COMM, CFP, CHS

Chief Operations Officer, Chief Compliance Officer

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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

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Michael Winsor  B. COMM, CFP, PFP

Training & Development Lead

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Cindy Ackles CFP, CFDS, CIM 

Financial Advisor 

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Leo Ospino B. COMM

Associate Advisor

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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

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Jeff Dyck CFP, CLU, TEP

Vice President Insurance & Estate Planning 

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Sophie Blais B.COMM, CFP, CHS

Chief Operations Officer, Chief Compliance Officer

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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

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Michael Winsor  B. COMM, CFP, PFP

Training & Development Lead

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Cindy Ackles CFP, CFDS, CIM 

Financial Advisor 

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Leo Ospino B. COMM

Associate Advisor

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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

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Sam Roach CFA

Portfolio Manager

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Ryan Sawka CIM

Investment Counsellor 

Sherin Mohan

Operations Analyst 

WEALTHCO ASSET MANAGEMENT

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Marcela Morales

Portfolio Administrator 

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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 

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INSURANCE & ESTATE PLANNING

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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 

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FINANCE

Yan Song

Comptroller 

Grace Gao B. COMM 

Junior Accountant  

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MARKETING & COMMUNICATIONS

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Cori Fitzsimonds

Creative Director, Director Marketing & Communications

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Sara Monson

Coordinator M&C

BUSINESS SERVICES

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Kimberly Koch

Coordinator Business Services, Executive Assistant

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Virginia Malejko

Coordinator Client Experience 

This website was designed to enhance connection - not replace it. 

WealthCo is a corporate group that includes, WealthCo Planning Services Inc. and WealthCo Risk Management Inc. and WealthCo Asset Management Inc.  Investment Management services are provided under WealthCo Asset Management.  That firm is registered as an Exempt Market Dealer in the provinces of Alberta, British Columbia, Manitoba, Saskatchewan and Ontario.  It holds a Portfolio Manager license in the provinces of Alberta, British Columbia, Manitoba and Saskatchewan and an Investment Fund License in the province of Alberta.  The information in this website is directed to individuals registered in those provinces.  The information provided here is for general information purposes and should not be construed as providing advice.  WealthCo has not independently verified any information set out herein.  Any opinions set out herein are subject to change and WealthCo does not undertake to notify the reader of such changes.