Build your future company without compromise.

The WealthCo Group of Companies opens doors to an integrated suite of services, and unmatched commitment to elevate CPA firms and the clients they serve.

Integrated Advisory is western Canada's first independent wealth management services model catering exclusively to CPA firms.

WealthCo’s integrated wealth advisory model was founded by CPA's and financial professionals who understand that by combining their professional capabilities, they are uniquely qualified to elevate the industry by improving the lives of the clients they serve.

It is a calling to restore consumer confidence in the financial services industry by creating sustainable growth for Canadian CPA firms and professionals.

Today client expectations have surpassed the growth of our industry.

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. Integrated Advisory is an additional revenue stream, not the replacement of a core business model. 

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.

Time &

Capacity.

There is no doubt that clients view CPA's as their primary trusted advisor, but trust and expectations do not create more hours in a day. The commitment made by CPA firms to meet client expectations is a commitment to creating the capacity to succeed.

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

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

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.

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.

Asset

Management.

Insurance &

Estate Planning.

Group

Benefits.

The WealthCo

Group of

Companies.

Our commitment to

CPA's.

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.