Build a brighter financial future for your family
 

Simplifying your financial life with integrated planning, investing, risk management, and estate planning solutions.

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Helping aging parents

Saving for retirement

Buying a house

Starting a family

Managing cash flow

Insurance planning

Helping aging parents Saving for retirement Buying a house Starting a family Managing cash flow Insurance planning

We focus on your finances

you focus on what matters to you

 

We simplify your financial life, allowing you to focus on what matters most to you. Our expert advisors provide you with personalized strategies, offering you peace of mind and a clear path to your goals.

 

Everything you need
to navigate your financial future

 
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The Integrated Advisory Experience

WealthCo is a proud member of the Integrated Advisory Professionals Network

 

Advice from an
experienced team

 
 

A proven process designed for peace of mind

Fully managed approach designed to scale dynamically with you

 
 

1

Discover

We start by uncover what matters most to you and getting clarity on where you want to be financially, personally and professionally.

2

Advise

With a clear understanding of what you want to achieve we offer sound advice and outline a path forward that aligns with your priorities.

3

Implement

Our team of specialists implement the agreed upon advice given and together we measure, track, and adjust your plan as needed.

4

Review

We remain present and active as your life evolves with regular review meetings to keep your plan up to date and things change.

 

Choose WealthCo to help

Protect your family
Plan your estate
Invest in the future
Plan for retirement

 

If you’re ready to bring clarity and simplicity to your financial life, book a free introduction meeting with one of our team members today.

 

We are a fiduciary

Wealthco Asset Management is registered as a Portfolio Manager with the Alberta Securities Commission and with other Canadian Commissions.  As a Portfolio Manager, we have a fiduciary obligation to our clients.  That means that we must place our client’s interests ahead of our own and address any conflicts in the best interests of our clients.

 

Compare

How WealthCo
stacks up

Traditional firm

Dedicated financial advisor

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Integrated business and personal planning

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Integration with your tax advisors

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Cash flow and retirement projections

Checkbox Hill and Foster Design

Public equities & fixed income

Checkbox Hill and Foster Design

Institutional grade alternative investments

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Diversified investment portfolios focused on downside protection

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Capital pooling to enhance diversification, lower costs, and provide liquidity

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Help with setting up an estate plan

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Personal insurance solutions

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Business insurance solutions

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Family enterprise planning (FEA Registered Advisors)

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One stop for all your wealth management needs

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Access group benefits

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Access to a network of specialized and collaborative financial professionals

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Net worth summary and projections

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Review of existing unanimous shareholders agreements and partnership agreements

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Philanthropic planning

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Wealth protection, Tax minimization and wealth multiplication

Checkbox

Summarize and audit existing insurance plans

Checkbox

Private wealth management options

Checkbox Checkbox

Traditional
firm

Dedicated financial advisor

Checkbox Hill and Foster Design

Integrated business and personal planning

Checkbox

Integration with your tax advisors

Checkbox

Cash flow and retirement projections

Checkbox Hill and Foster Design

Public equities & fixed income

Checkbox Hill and Foster Design

Institutional grade alternative investments

Checkbox

Diversified investment portfolios focused on downside protection

Checkbox

Capital pooling to enhance diversification, lower costs, and provide liquidity

Checkbox

Help with setting up an estate plan

Checkbox Checkbox

Personal insurance solutions

Checkbox Checkbox

Business insurance solutions

Checkbox Checkbox

Family enterprise planning (FEA Registered Advisors)

Checkbox

One stop for all your wealth management needs

Checkbox

Access group benefits

Checkbox

Access to a network of specialized and collaborative financial professionals

Checkbox

Net worth summary and projections

Checkbox Checkbox

Review of existing unanimous shareholders agreements and partnership agreements

Checkbox

Philanthropic planning

Checkbox

Wealth protection, tax minimization and wealth multiplication

Checkbox

Summarize and audit existing insurance plans

Checkbox

Private wealth management options

Checkbox Checkbox

Testimonials

I was nervous and perhaps a little scared at first. The team followed the financial plan that was put in place after our first meetings to determine my risk tolerance and there has been no looking back. I have complete confidence in their decisions.

Ron N.

Business Owner

FAQ

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Sophisticated wealth management made simple