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,

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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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 

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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