Asset Management.

The right resource for the right client.

When the last minute of a billable workday is over it either generated revenue, or became an expense. Providing specialized professional services to your clients requires industry experts to deliver a superior client experience, and ensure the client lifecycle continues to grow. We help CPA firms make all billable days revenue generators by combining our specialized resources with the needs of your firm and clients.

We handle the details so you can focus on your core service offerings.

Elevate client confidence.

Deliver best in class client experience through a reliable and accountable client services team.

Maintain compliance and security.

Proactive support and governance ensures value added services preserve compliance and security.

WealthCo Asset Management provides full service investment opportunities Canadian CPA Firms and the clients they serve.

Strategies & Services.

Relationship & Investment Focused.

The value financial planning brings to your client is based on your understanding of their unique financial goals & objectives. 

 

The value WealthCo Asset Management brings is the investment strategy & alignment to reach their goals & objectives. 

Investment Philosophy

Partnerships Create Value. 

Since 2000, WealthCo Asset Management has opened doors to opportunities once out of reach for Canadian investors.

 

Today, we use 20 years of industry experience to provide the same innovative opportunities, and unparalled client experiences to Canadian CPA firms.

DIVERSIFICATION

AN ESSENTIAL RISK MANAGEMENT CONCEPT

FOR BUILDING A SOLID PORTFOLIO

THE STANDARD FORMULA FOR DIVERSIFICATION IS WELL KNOWN AND TOO FREQUENTLY ACCEPTED AT FACE VALUE.

 

It calls for an asset split of 60% stocks and 40% bonds.

 

It's easy for an investment planner to deliver limited diversification by simply tapping into stock and bond markets.

STOCKS 60%

BONDS 40%

AN EXAMPLE OF A DIVERSIFIED PORTFOLIO MAY INCLUDE :

15% ALTERNATIVE INVESTMENTS

25% STOCKS

20% FIRST MORTGAGES

15% BONDS

25% REAL ESTATE

What were once institutional investment opportunities for only ultra high net worth, pensions, universities and endowments are now equal opportunities for WealthCo Asset Management clients.

We build diverse investment strategies based on the unique risk profile of our clients that takes investing beyond the 60/40 traditional Wealth Management perspective.

Starting from this much broader view of diversification, we use a five-step process to design long-term strategies for you, based on personal needs, aspirations, investment time lines and your vision for the future.

Investment Partners. 

Our model is our strategy.

Performance Oversight.

Communication Strategies.

Services & Support

Maximizing the benefits of a healthy and engaged employees.

Operational & Administrative Support.

Benefits Trend Forecasting.

Comprehensive Reporting.