Leaders do not create company culture,

they nurture it by bringing the right people to the table.

A Wealth Company.

A Wealth of Talent.

We couldn't have built our company without our team, and we wouldn't want to. Meet our game changers,

LEADERSHIP

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David Udy CIM, CFP, TEP

Founder & CEO,

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Tim Coakwell CPA, CA, CFP, CIM

Senior VP Business Development & Sales  

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Sophie Blais B.COMM, CFP, CHS

Chief Operations Officer, Chief Compliance Officer

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Jeff Dyck CFP, CLU, TEP FEA

VP Insurance & Estate Planning 

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Peter Lieu CFA

Chief Investment Office

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Ryan Hittel B. MGT 

Senior Manager Business Development 

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Melissa Keir

Manager Investment Operations

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Cori Fitzsimonds

Creative Director, Director M & C

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Yan Song

Comptroller 

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Michael Winsor  B. COMM, CFP, PFP

Training & Development Lead

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Cindy Ackles  CIM CFP, CFDS 

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 VP Business Development & Sales  

Ryan Hittel B. MGT 

Senior Manager Business Development 

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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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Jackie Mauro

Portfolio Administrator

David Udy CIM, CFP, TEP

Founder & CEO

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 FEA

V P Insurance & Estate Planning 

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FINANCE

Yan Song

Comptroller 

Grace Gao B. COMM 

Staff Accountant II

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MARKETING & COMMUNICATIONS

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Cori Fitzsimonds

Creative Director, Director M & C

BUSINESS SERVICES

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Kimberly Koch

Coordinator Business Services, Executive Assistant

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Virginia Malejko

Coordinator Client Experience