Tim Coakwell


Senior Vice President, IAN Member & Advisory Services


Tim followed his family footsteps into the accounting field, first working with KPMG and then Catalyst. In 2007, Tim partnered with David to build Alberta's first Integrated Advisory model, and is passionate about improving the financial services industry.

Questions & Answers

What are some of the key strengths you bring to the WealthCo team?

My unique ability is to influence other accounting firms and their clients to take action by evolving their client experience to an integrated advisory model. My diverse knowledge, experience, leadership, and communication style are the keys to my success.

Share a career accomplishment that you are particularly proud of?

Winning the ICAA Early Achievement Award with the CPA for excellence in serving the profession and community was an especially proud moment – this was awarded due to my volunteer work with the Special Olympics golf program in Calgary and also for co-authoring and presenting various professional development courses. I also take exceptional pride in pioneering the Integrated Advisory model in western Canada and founding the Integrated Advisory Network.

How do you like to spend your free time?

Playing guitar, hockey, golf, surfing, travel, and time with family and friends.