Since 1999 we have strived to build a reputation unsurpassed in our industry by turning what once was a vision for the future of WealthCo, into company culture.
As an organization, we collectively live our Core Values of Leadership, Teamwork, Respect, Accountability, and Passion. Our values are clearly defined in our product, and our product is the talented people and clients we work with daily.
Our mission is simple; to provide personalized advice and direction to our clients through trust and transparency. We are all evolving and adapting to an ever-changing industry through technological advancements, while holding strong to traditional relationships with our clients that have brought us to where we are today.
What is our story? Our story is, we are WealthCo...Our people and our clients are what made us who we are, and who will usher us into the future of Wealth Management in Canada.
We built our company for you, and with you.