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.

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.