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
David Udy CIM, CFP, TEP
Founder & CEO,
Tim Coakwell CPA, CA, CFP, CIM
Senior VP Business Development & Sales
Sophie Blais B.COMM, CFP, CHS
Chief Operations Officer, Chief Compliance Officer
Jeff Dyck CFP, CLU, TEP FEA
VP Insurance & Estate Planning
Peter Lieu CFA
Chief Investment Office
Ryan Hittel B. MGT
Senior Manager Business Development
Melissa Keir
Manager Investment Operations
Cori Fitzsimonds
Creative Director, Director M & C
Yan Song
Comptroller
Michael Winsor B. COMM, CFP, PFP
Training & Development Lead
Cindy Ackles CIM CFP, CFDS
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 VP Business Development & Sales
Ryan Hittel B. MGT
Senior Manager Business Development
Sam Roach CFA
Portfolio Manager
Ryan Sawka CIM
Investment Counsellor

Sherin Mohan
Operations Analyst
WEALTHCO ASSET MANAGEMENT
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
MARKETING & COMMUNICATIONS
Cori Fitzsimonds
Creative Director, Director M & C