Simplify your growth strategy.

The first integrated wealth management platform designed for Canadian CPA firms.

Who we are.

Over the past twenty years, the WealthCo Group has built and established companies key to the financial health and wellness of Canadians.

The WealthCo Group of Companies.

WealthCo.

Asset Management

WealthCo.

Insurance & Estate Planning

WealthCo.

Group Benefits Solutions

Problems we solve.

Even though CPAs are uniquely positioned and the path to an integrated wealth management client experience is clear, they are still confronted with concerns and obstacles.

Value Billing.

A shift from hourly billing to value billing remains a significant challenge for CPA firms looking to integrate wealth Management into their practice. Wealth Management diversifies revenue streams, and works in alignment with the core business model of CPA firms.

Time & Capacity.

Clients view CPA's as their primary financial advisor, but client views do not create more hours in the day to meet expectations. To retain and procure new clients, CPA firms need to add capacity for growth. 

Client Expectations.

Clients now expect consumer based experiences from their CPA. These expectations are led by institutions providing full service client models, and place increasing pressure on CPA firms to shift the dynamics of their client relationships from service based to advisory driven.

Current Technologies.

Coaching & Consulting.

Website Development.

Events & Networking.

Journey Mapping.

Developed by CPA's and financial professionals, integrated advisory is a unique service model designed to implement wealth management as a growth and sustainability solution for CPA Firms.

 

Where many firms partner with CPA's on a strictly referral basis, the WealthCo Group of Companies uses an integrated approach to elevate CPA firms to the primary financial advisory role for clients.

What makes us different.

Who we help.

Your clients want you to be more than their accountant. 

Training & Development.

Events &

Networking.

Human Resources.

Coaching &

Consulting.

Marketing & Communications.

What does success look like?

You have reached the peak of success within your CPA firm,

now you can start to reach the peak of success in your business. 

Where many firms work with CPA's on a referral basis, the WealthCo Group of Companies uses an integrated approach to elevate and educate CPA's to the primary financial advisory for their clients. We define success by increasing value for clients, proficiencies for CPA's, and growth for CPA firms.

A solution for every problem. 

Deliver turnkey wealth management services to your clients, and empower your CPA's to become the advisors their clients want them to be.

Over the past twenty years, the WealthCo Group has built and established companies key to the financial health and wellness of Canadians.

 

The success of the WealthCo Group of Companies comes from our history of strategic partnerships with CPA's and financial professionals who put client experience and expectations first. 

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

CPA's have long understood that by combining their professional capabilities with integrated financial professionals, they are uniquely qualified to improve the lives of the clients they serve. 

diversify revenue streams to stay competitive in a rapidly evolving industry. 

Today client expectations have surpassed the growth of our industry.

Learn more about our solutions to complex challenges facing CPA firms today.

YOUR FIRM WAS BUILT TO SCALE.

As an established CPA firm, you're positioned for exponential growth.

As industry leaders in integrated wealth advisory, we're positioned to take you there.

Accountants are the leading trusted advisor

in the financial services industry

The complex challenge that CPA firms face today is how to become leaders of trust and value to clients - this is often seen as a choice between working in the business to maintain trust or on the business to increase value. 

In the business.

Developing and retaining top talent.

Revenue dependant on hourly billing.

Technology disruption.

Digital alternatives.

Regulatory changes.

Increased operational costs.

Pressure to make un-calculated decisions.

On the business.

Aggregate service offerings from banks.

Fee compression.

Technology disruption.

Growing expectations of clients.

Perception vs Reality - The value of CPA advisory.

Full partner buy-in.

Intergenerational growth models.

Integrated Advisory is a business development solution that creates a competitive advantage in the on-demand era of financial services. 

Entrepreneurial CPA firms looking to diversify and scale have a perfect fit solution through integrated wealth advisory.

 

The flexibility within the integrated advisory suite of services creates a tailored experience based on the unique needs of your clients.

There has never been a better time to take your business to the next level. 

Wealth management does not refer to a service or product, but a method for delivering a suite of services and a philosophy for managing client relationships - a process of advice, customized solutions, implementation and regular reviews.”

We use 20 years of industry experience to help CPA firms solve complex challenges head on.

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

Today we bring experience as a guide to CPA firms looking for solutions to maintain independence as entrepreneurs, while increasing growth, profitability, value, and legacy.

Education, Training & facilitation

Industry specific training and development to deliver on your overall business objectices.

Value based revenue model

Value of service revenue models in addition to hourly multi-service models.

Market sizing & evaluation

Protect and increase revenue streams with a deeper understanding of opportunities.

marketing content and brand positioning

An ecosystem of client solutions provides more value than a list of potential products.

Business case development

Reach your goals and objective for growth with minimal business disruption.

client solutions over client products

An ecosystem of client solutions provides more value than a list of potential products.

partnership suite of services

Access to value driven services within the integrated advisory community.

innovative technology solutions

East to use technologies that impact your client experience while increasing profitability.

Second Stream

with a value based revenue model.

Our model is your strategy.