Integrated wealth management for
Intergenerational family business owners
Exit planning
Saving for retirement
Group benefits
Succession planning
Managing cash flow
Corporate insurance planning
Exit planning Saving for retirement Group benefits Succession planning Managing cash flow Corporate insurance planning
You’ve built a thriving family business through hard work and determination
You didn’t become an entrepreneur to be an expert in tax or estate planning. That’s why we’re here.
Breathe easy knowing we’ll handle the complexities of integrating your business and personal finances, allowing you to focus on growing your business from inception to exit.
Meet members of our Wealth Planning Team
We integrate your personal finances, business, and trusted advisors into a cohesive and customized plan.
David Udy
Sophie Blais
Tim Coakwell
Dave Makarchuk
Jeanne Oppenheim
Jeff Dyck
Claude Spencer
Debjani Saha
Navneet (Nanu) Parhar
Owen Komperdo
Howard Wong
David Llewellyn
Rob Margeson
Smarika Duggal
Shawn Samuel
About WealthCo
We focus on your finances
You focus on your family and business
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
Integrated planning
personal and business
We specialize in crafting comprehensive financial plans that incorporate advanced strategies to safeguard and increase your wealth. Our services encompass retirement, tax, estate planning and more.
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Diversify among
institutional grade assets
We craft institutional-grade portfolios blending public and private investments in real estate, venture capital, and fixed income. Our tax-efficient strategies and dynamic rebalancing ensure optimal performance.
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Protect your family
protect your wealth
Safeguard your financial future with tailored insurance solutions from WealthCo. Our solutions include life, disability, critical illness, and more, ensuring comprehensive protection for you and your loved ones.
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Plan for retirement
on your terms
Shape your retirement vision with our strategic planning. Whether it's a "work-optional" lifestyle or world travel, our Certified Financial Planners ensure a stress-free planning experience tailored to your dreams.
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Leave a legacy
you’re proud of
Secure your legacy with personalized estate planning. We help you navigate your will, trusts, tax strategies, and asset protection to preserve your wealth for future generations by working alongside your advisory team.
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Bespoke private
wealth solutions
WealthCo Asset Management Private Wealth services help you simplify the complexities of your financial world so you can enjoy the life you've worked hard to build.
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Have a question,
challenge, or opportunity?
No matter how complicated or big your problem may seem, our experienced and talented team of advisors can help.
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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.
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
