WealthCo. Information

The WealthCo Group of Companies provides an integrated suite of wealth management products and services to entrepreneurial Canadian CPA firms. Our integrated wealth advisory service model was founded by CPA's and financial professionals committed to creating sustainable growth for Canadian CPA firms and the clients they serve.

Website	http://www.wealthco.ca
Revenue	$4 million
Employees	37 (34 on RocketReach)
Founded	1999
Address	#305 205 Quarry Park Blvd SE, Calgary, Alberta T2C 3E7, CA
Phone	+1 403-537-5853
Industry	Financial Services, Insurance, Wealth Management, Wealth Planning, Risk Management, Asset Management, Financial Planning
Web Rank	20 Million
Keywords	Wealth Management, Wealth Building, Financial Planning, Portfolio Management, Financial Services, Financial Advisor, Investment Consulting, Asset Allocation, Investment Advice, Investment Strategies, Capital Preservation, Financial Security, Retirement Planning, Risk Management, Retirement Solutions, Long-Term Investing, Legacy Planning, Estate Planning, Insurance Planning, Tax Optimization
Competitors	Scotiabank, RBC Wealth Management, BMO, CIBC, Sun Life Financial, TD, Wealthsimple, Mackenzie Investments, Empire Life, Manulife Wealth & Asset Management +31 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5241 Companies, NAICS Code 524 Companies, NAICS Code 523 Companies

WealthCo. Questions

What is the annual revenue of WealthCo.?

The WealthCo. annual revenue was $4 million in 2026.

Who is the Founder and CEO of WealthCo.?

David Udy is the Founder and CEO of WealthCo..

How many people are employed at WealthCo.?

34 people are employed at WealthCo..

Where is WealthCo. based?

WealthCo. is based in Calgary, Alberta.

What is the NAICS code for WealthCo.?

The NAICS codes for WealthCo. are [5239, 52393, 52, 5241, 524, 523].

What is the SIC code for WealthCo.?

The SIC codes for WealthCo. are [628, 62].

Top WealthCo. Employees

David Udy

Founder and CEO at WealthCo.

Canada
1
- wealthco.ca
3
- +1 403-250-XXXX
- +1 403-606-XXXX
- +1 403-537-XXXX
Sophie Blais

President and Chief Compliance Officer at WealthCo.

Calgary, AB, CA
1
- wealthco.ca
1
- +1 403-992-XXXX
Jeanne Oppenheim

Chief Operating Officer at WealthCo.

Calgary, AB, CA
3
- sunlife.com
- gmail.com
- wealthco.ca
Jeff Dyck

Vice President and Owner at WealthCo.

Calgary, AB, CA
1
- wealthco.ca
5+
- +1 403-232-XXXX
- +1 240-210-XXXX
- +1 403-531-XXXX
- +1 403-619-XXXX
- +1 403-237-XXXX
- +1 306-778-XXXX
Dave Makarchuk

Chief Investment Officer at WealthCo.

Calgary, AB, CA
2
- wealthco.ca
- gmail.com
1
- +1 416-868-XXXX
Danielle Williams

Chief Revenue Officer (CRO) at WealthCo.

Calgary, AB, CA
2
- gmail.com
- wealthco.ca
5+
- +1 301-957-XXXX
- +1 240-205-XXXX
- +1 781-237-XXXX
- +1 417-499-XXXX
- +1 713-614-XXXX
- +1 512-576-XXXX
Tim Coakwell

Senior Vice President, Business Development at WealthCo.

Calgary, AB, CA
2
- wealthco.ca
- gmail.com
5
- +1 403-519-XXXX
- +1 403-750-XXXX
- +1 403-652-XXXX
- +1 403-296-XXXX
- +1 403-537-XXXX
Bryton Udy

Founder and Creator at WealthCo.

Calgary, AB, CA
2
- wealthco.ca
- integratedadvisory.ca
Neeraj Pardeshi

Senior Insurance Advisor at WealthCo.

Calgary, AB, CA
2
- gmail.com
- wealthco.ca
Smarika Duggal

Associate Wealth Planner at WealthCo.

Calgary, AB, CA
2
- gmail.com
- wealthco.ca