WEALTHCO VALUES

LEADERSHIP

WealthCo believes that we are all leaders.  We strive to be leaders in our field and within our community. 

We strive to challenge the conventional way of doing business and find more effective and efficient processes that focus on our clients first.

TEAMWORK

We are one team. 

WealthCo attracts, develops and retains top talent in our field.  We challenge our people, demonstrate a can-do attitude and foster a collaborative and mutually supportive environment.

RESPECT

WealthCo values diversity, unique ability and contributions. 

We foster a trusting, open and inclusive environment and treat each person in a way that reflects our values. Respect is measured by how we treat each other, by the productivity of our relationships, and by a job well done.  

 

ACCOUNTABILITY

At WealthCo, we accept responsibility for our actions. We make and support business decisions through experience, good judgement, and a 'Client First' philosophy. 

PASSION

WealthCo is a workplace where high performing individuals come together and are passionate about the work they do.  We celebrate our successes and enjoy delivering unbeatable client experiences.

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.