About WealthCo
Where financial advice
comes together
WealthCo was founded on a simple idea: Canadians are better served when their accountant and financial advisor are working from the same plan.
Our Story
WealthCo was founded by financial professionals who believed something was missing in how clients were being served.
Business owners were getting strong tax advice from their CPA and solid investment advice from their advisor — but no one was connecting the two. The result was fragmented advice, missed opportunities, and decisions that weren’t fully aligned.
WealthCo was built to change that.
Over the past 25 years, we’ve developed an integrated advisory model that brings financial planning, investment management, insurance, and tax strategy into one coordinated approach. We work alongside your CPA, so every part of your financial life is aligned.
Today, WealthCo manages over $780 million in assets for business owners, entrepreneurs, professionals, and families across Canada. We are a registered Portfolio Manager and Investment Fund Manager, a licensed insurance brokerage, and a Certified Financial Planning practice — all working together under one roof.
$781M+
Assets Under Management
25+
Years of Integrated Advisory
15
CPA firms in the IAN Network
~120
CPAs Serving Business Owners
WealthCo was founded by financial professionals who believed something was missing in how clients were being served.
Business owners were getting strong tax advice from their CPA and solid investment advice from their advisor — but no one was connecting the two. The result was fragmented advice, missed opportunities, and decisions that weren’t fully aligned.
WealthCo was built to change that.
Over the past 25 years, we’ve developed an integrated advisory model that brings financial planning, investment management, insurance, and tax strategy into one coordinated approach. We work alongside your CPA, so every part of your financial life is aligned.
Today, WealthCo manages over $780 million in assets for business owners, entrepreneurs, professionals, and families across Canada. We are a registered Portfolio Manager and Investment Fund Manager, a licensed insurance brokerage, and a Certified Financial Planning practice — all working together under one roof.
Our Team
Executives
David Udy
Founder & CEO
Danielle Williams
Chief Revenue Officer
Sophie Blais
President & CCO
Dave Makarchuk
Chief Investment Officer
Wealth Advisory
Claude Spencer
VP, Advisory Services
Rob Margeson
Associate Wealth Planner
Howard Wong
Senior Wealth Advisor
Smarika Duggal
Associate Wealth Planner II
Owen Komperdo
Senior Wealth Planner
Ryan Tod
Associate Wealth Advisor
Insurance Advisory
Jeff Dyck
VP, Insurance Advisory
Kit Bekkers
Associate Advisor Insurance
Neeraj Pardeshi
Senior Insurance Advisor
Naveneet (Nanu) Parhar
Senior Associate, Risk
Client Services
Debjani Saha
Manager, Investment Operations
Maria Claveria
Client Service Administrator
Ilijaz Gunic
Client Service Administrator II
Riley Vandenheuvel
Client Service Administrator
Maria Jose Ochoa
Client Service Administrator II
Jonah Glas
Investment Operations Administrator
Business Operations
Yan Song
Sr. Director, Finance
Leah Fochuk
Director, People & Culture
Mary George
CRO Enablement & Strategic Execution
Noah Arvisais
Content Specialist
Michelle Shiers
Director, CORE
David Garcia
Manager, Learning & Enablement
Shawn Samuel
Compliance Analyst
Bryton Udy
Director, Marketing & Communications | Innovation
Keri Bradford
Lead, CORE Operations & Systems
Romelie Alcantara
Fund Accountant II
Explore Our Team Across Both Organizations
Our team is represented across both WealthCo and Integrated Advisory.
To learn more about the professionals within each organization, please visit the corresponding team page below.