Integrated Advisory

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

A new model for collaborative success built on understanding.

Clients don't buy products, the invest in what products can do for them. If we're going to succeed it starts with education.

Generate more revenue today.

We provide the services, resources, and experience to create meaningful client lifecycles from plans to execution all in one place.

 

Close the circle on client lifecycles, and increase shared value between your clients and your firm. 

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. 

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

Having the ability to leverage the accounting firms relationship with clients has allowed our new wealth planning business to have instant success.  

Bob McMaster, PFP

Financial Planner - Infinite Wealth Advisory Services Inc.

Align your growth goals and objectives with exceptional client experience.

We're entrepreneurs, we're in this to succeed. 

Focus on your clients

with out of the box solutions.

The WealthCo

Group of

Companies.

Your goal is to grow your firm by providing additional service offerings to your clients with the experience they have grown to expect. 

 

The WealthCo Group of Companies is uniquely positioned to provide the resources and opperational framework to meet and wxceed your goals.  

 

Transitioning 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.

Integrated

Advisory.

Asset

Management.

Insurance &

Estate Planning.

Group

Benefits.

The only part of a plan that is guaranteed, is that not everything will go as planned.

 

The WealthCo Group of Companies is uniquely positioned to 

 

Transitioning 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.

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.

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.

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.

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

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.

Your goal is to grow your firm by providing additional service offerings to your clients with the experience they have grown to expect. 

 

The WealthCo Group of Companies is uniquely positioned to provide the resources and opperational framework to meet and wxceed your goals.  

 

Transitioning 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.

Integrated

Advisory.

Asset

Management.

Insurance &

Estate Planning.

Group

Benefits.

The only part of a plan that is guaranteed, is that not everything will go as planned.

 

The WealthCo Group of Companies is uniquely positioned to 

 

Transitioning 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.