This is what we do.

WealthCo.

We provide tailored Wealth Planning, Investment Opportunities, and Risk Management through integrated wealth advisory teams that build stronger connections with our clients.

This is what we deliver.

Transparency. 

Today, people are not only investing money; they are investing in their future and the generations that will shape the future of our world.

 

With a focus on future responsibility, new standards have been set by investors for greater transparency within their holdings.

Equal Opportunity.

Our equal opportunity diversification strategy is in response to the black and white allocation to stocks and bonds. Traditionally, Alternatives have been reserved for Ultra High Net Worth Families, Pensions and Endowments.

Driven by innovation, alternative investments cover an increasingly broad spectrum of options to investors. They are the alternative to the norm with investment opportunities in Direct Ownership Real Estate, Private Equity/Debt, Commercial Mortgages and increasingly Venture Capital to name a few.

Stability.

Stability is your future in focus.

 

We live in an increasingly volatile world and often feel that volatility is out of our control. The stability with WealthCo Asset Management is in our philosophy, dedication and commitment to work with you and your trusted advisors through long term investment strategies that reflect your goals, objectives and risk tolerance. 

LEAVE BLACK & WHITE IN THE PAST, AND SEE THE DIFFERENCE INVESTING IN THE COLOURS OF YOUR LIFE CAN MAKE.

TRANSPARENCY - FUTURE RESPONSIBILITY.

EQUAL OPPORTUNITY - ACCESS TO INVESTMENT OPPORTUNITIES ONCE OUT OF REACH.

STABILITY - YOUR FUTURE IN FOCUS.

Just went online to see how our account is doing, and I just want to say thank you to the staff. Not sure what you all do but whatever it is...its working.

You take a lot of stress out of my life...Thanks.

Craig - Nanaimo, BC

This website was designed to enhance connection - not replace it. 

WealthCo is a corporate group that includes, WealthCo Planning Services Inc. and WealthCo Risk Management Inc. and WealthCo Asset Management Inc.  Investment Management services are provided under WealthCo Asset Management.  That firm is registered as an Exempt Market Dealer in the provinces of Alberta, British Columbia, Manitoba, Saskatchewan and Ontario.  It holds a Portfolio Manager license in the provinces of Alberta, British Columbia, Manitoba and Saskatchewan and an Investment Fund License in the province of Alberta.  The information in this website is directed to individuals registered in those provinces.  The information provided here is for general information purposes and should not be construed as providing advice.  WealthCo has not independently verified any information set out herein.  Any opinions set out herein are subject to change and WealthCo does not undertake to notify the reader of such changes.