David Udy, CIM, CFP®, TEP

Founder and CEO

My financial services journey began when I joined the wealth management industry as a 22-year-old working for IOF Foresters, a six-billion-dollar insurance and investment company at the time.

After being given a number of great opportunities to hone my skills and learn the industry, ten years later I was running sales operations for the entire country. I founded WealthCo in 2000 as its first (sole) employee focused on working with accountants and their business owner clients. Navigating and embracing technological advances and changing market conditions, strategic partnerships, and proven results have all become WealthCo hallmarks of success as we change the financial services industry for the better.

 
 

Question & Answers

 

  • I love to learn from others; I would not be where I am today without the relationships I have made throughout my career. Through this love of learning, I have also been able to develop a sixth sense of how the world is changing and what opportunities will arise as a result of these changes.

  • Building a team of amazing individuals who want to create positive change in the financial services industry. 

  • Philanthropy has always been a big part of my life. I was one of the founding members of the Big Hearted Mavericks Foundation which supports Calgary and area children's charities. We have raised over $5 million since our inception. Proud and grateful to be in a position to support the amazing work these charities do in our communities.