The WealthCo Group of Companies provide end to end business development solutions critical for the growth and sustainability of Canadian CPA firms.

Build your future company without compromise.

What we do. 

Working together, the WealthCo Group of Companies opens doors to growth and sustainability for CPA firms and the clients they serve.

 

Following a consulting, education & technology driven model, we provide end to end solutions for CPA firms looking to implement integrated wealth planning as a core service offering.

Integrated

Advisory.

Asset

Management.

Insurance &

Estate Planning.

Group

Benefits.

The WealthCo

Group of

Companies.

Focus on your clients

with out of the box solutions.

Our industry experience allows CPA firms to unlock the power of their brands and deliver increased value with out of the box solutions and unparalleled experience through every customer and employee engagement.

Technology

Technology

Technology

Technology

Second Stream

with a value based revenue model.

Technology

Technology

Technology

Technology

Wealth planning is the natural progression for CPA firms to meet the increasing needs and expectations of clients, and to diversify revenue streams in our rapidly changing industry.

 

Change customer lifetime value from a traditional sales funnel that leaves your client at the end of a process, to a full circle product & service focused client experience.

Raise the value your client expects, to raise the revenue your firm generates.

Our model is your strategy.

Integrated

Advisory.

Training & Development

Coaching

Education

Business Case Development

Client Segmentation Strategies

Journey Mapping

Client Events

Brand Development

Marketing Strategy & Planning

Asset 

Management.

Portfolio Review Services

  • Discovery

  • Risk Management

  • Execution

  • Oversight

  • Asset Allocation

  • Total Return

  • Costs

Integrated

Advisory.

Training & Development

Coaching

Education

Business Case Development

Client Segmentation Strategies

Journey Mapping

Client Events

Brand Development

Marketing Strategy & Planning

Integrated

Advisory.

Like all entrepreneurial businesses, our firm fought to innovate, transform, and grow in a rapidly changing industry.

Driven by 20 years of innovation and successful strategic partnerships, the WealthCo Group of Companies provides a diverse ecosystem of expertise and turnkey solutions in the Canadian Financial Services industry. 

Elevate your firm.