Modern wealth management for
Successful
business owners
Simplifying your financial life with integrated planning, investing, risk management, and estate planning solutions.
Helping aging parents
Saving for retirement
Buying a house
Getting married
Managing cash flow
Insurance planning
Helping aging parents Saving for retirement Buying a house Getting married Managing cash flow Insurance planning
We focus on your finances
you focus on what matters to you
Simplifying your financial life with integrated planning, investing, risk management, and estate planning solutions.
You’ve spent decades working so you can retire comfortably
But with your retirement years approaching, you don't feel completely prepared
You know you need to start planning, but it’s hard to find the right resources and guidance that you can trust.
How WealthCo Management can help
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.
Partnering with top sub-advisors, WealthCo Asset Management delivers expertise akin to major institutions like the Canadian Pension Fund and leading insurance companies.
Protect your family
protect your wealth
We help you safeguard your financial future with a range of tailored insurance solutions designed to protect you and your loved ones. WealthCo’s insurance services include life insurance, disability insurance, critical illness coverage, and more, to ensure comprehensive protection against life’s uncertainties.
WealthCo Risk Management has access to the industry’s top insurance providers, giving your peace of mind that you and your family receive the best coverage possible, for the best possible price.
Plan for retirement
on your terms
You get to determine what your retirement looks like, we can help you make it a reality, with strategic and personalized retirement planning. Whether you plan to continue working on your business part time, or travel the world, planning for the retirement you envision is simple and worry free with our Certified Financial Planners.
With our in-house integrated wealth solutions, not only can we help you plan for retirement, we can also help you get there.
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. And if you ever need an ad-hoc request, such as a transfer of funds, or need to bounce an opportunity off one of our Advisors, just email us and we’ll take care of it.
Our service team has worked in the largest banks, insurance companies, and investment firms in Canada, and with our membership in the Integrated Advisory Professionals Network, if we don’t have the answer, we know someone who will. Whatever you need, we can help.
Bespoke private
wealth solutions
We help simplify the complexities of your financial world so you can enjoy the life you’ve worked so hard to build. WealthCo’s private wealth services include private wealth management and planning, customized ricks management, advanced tax planning, business and exit planning, and retirement and legacy planning, providing you with a comprehensive approach to your financial success.
WealthCo Private Wealth services and added value is provided at no additional cost, for high-net- worth clients, ensuring that your wealth works harder for you, not the other way around.
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.
Compare
How WealthCo
stacks up
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Traditional firm |
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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 |
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Public equities & fixed income |
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Institutional grade alternative investments |
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Help with setting up an estate plan |
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Acquire life insurance |
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Acquire Disability Insurance |
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Acquire Critical Illness Insurance |
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Acquire Business Related Insurance |
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Access Group Benefits |
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Private Wealth Management Options |
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Traditional |
|
|---|---|---|
Dedicated financial advisor |
|
|
Integrated business and personal planning |
|
|
Integration with your tax advisors |
|
|
Cash flow and retirement projections |
|
|
Public equities & fixed income |
|
|
Institutional grade alternative investments |
|
|
Help with setting up an estate plan |
|
|
Acquire life insurance |
|
|
Acquire disability insurance |
|
|
Acquire Critical illness insurance |
|
|
Acquire business related insurance |
|
|
Access group benefits |
|
|
Private wealth management options |
|
Integrated Advisory Experience
Collaborating with your advisory team to offer an integrated and effective planning experience
Some of our trusted sub-advisors
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
Choose WealthCo to help
Manage taxes
Onboard clients
File tax returns
A next-gen RIA and wealth platform for growth-minded advisors who want to earn more while making magic for their high-net-worth clients.
FAQ
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WealthCo helps entrepreneurs, professionals, retirees, and families achieve their financial goals. You can think of us as your family office — a single place to manage your taxes, investments, and borrowing. We support your goals and help you make better financial decisions.
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