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Developed by the wealth management experts at WealthCo to grow your net worth.

Growing and protecting your savings & wealth are the corner stones of our success.

Identifying, understanding and mitigating the risks to you, your business and wealth.

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Making the best financial decisions today requires a team approach where accountants, lawyers and financial advisors collaborate to help their clients achieve success.

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WealthCo works with your personal network of advisors. With everyone working to a singular goal, your action plan will be met.

 

At WealthCo, we understand that life impacts the achievement of your financial goals. Our in house expertise allows us to work collaboratively with you, your accountant and your entire team to ensure all aspects of your financial plan are well looked after.

Financial planning is often the last priority in many individual's and families lives.

 

Whether it be a plan for today, 5 years or 20 years from now, WealthCo can help you figure out where you want to be and how to get there.

It makes sense to ensure your investment eggs aren't all in one basket. Diversification is essential, so it's surprising how few people actually achieve genuine diversification in

their holdings.

Making the best financial decisions today requires a team approach where accountants, lawyers and financial advisors collaborate to help their clients achieve success.

Can Jess, 46, leave behind the working world?

Sophie Blais-Yalbir featured in Globe and Mail Article:

 

To help her find some answers, we consulted Sophie Blais-Yalbir, senior financial adviser and partner at Calgary’s WealthCo, and Ian Collings, a Vancouver certified financial planner and chartered financial analyst.

 

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Rookie investor? Stop reading the news!

Sophie Blais-Yalbir featured in Yahoo! Finance Article:

 

Calgary certified financial planner Sophie Blais-Yalbir, senior wealth advisor at Wealthco, says that it’s no wonder that investors tend to get nervous when there’s so much bad news out there.

 

“I always tell my clients ‘Don’t watch the news,’” she says. “I get asked probably every day ‘What about what’s happening in the U.S.?’ At the end of the day, if you’ve … created a portfolio that’s reflective of your timeline, that’s reflective of your risk tolerance and income needs and that’s transparent … then you should be able to weather out the storm, especially young clients because they have a long time to go.

 

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Donating life insurance can save you tax!

Learn how donating your life insurance can save you tax with these two new articles:

 

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WealthCo Asset Management Inc., a registered Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer, WealthCo Risk Management Inc., an insurance agency, and WealthCo Planning Services Inc., a fee-based financial planning firm, are wholly owned subsidiaries of WealthCo Inc. and use the “WealthCo” trademark under license from WealthCo Inc.