Dave Makarchuk, CFA®, FSA, FCIA

Chief Investment Officer

I am a strategic and results-oriented leader with 20 years of institutional investment experience that I draw on to further enhance WealthCo’s investment portfolios, improve investor outcomes, and build shareholder value. Our clients deserve the very best with regard to fiduciary oversight...and I believe that starts with asking the right questions.

 
 
 

Question & Answers

 

  • My undergraduate degrees were in Finance as well as Actuarial Science. My role as CIO combines my desire to make money along with my focus on risk management.

  • I completed both my Chartered Financial Analyst and Fellowship of the Society of Actuaries designations after my kids were born and while working full time. 

  • My volunteer activity is as 'Coach Dave' for the Learn to Skate program at Trails West. I love working with little kids in a sport that has meant so much to our family.