Simplifying your financial life with integrated planning, investing, risk management, and estate planning solutions.
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
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
Our private wealth services help you simplify the complexities of your financial world so you can enjoy the life you've worked so 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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The Integrated Advisory Experience
WealthCo is a proud member of the Integrated Advisory Professionals Network
Advice from an
experienced team
Dave Makarchuk
Jeff Dyck
Claude Spencer
Howard Wong
David Llewellyn
Rob Margeson
Smarika Duggal
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 is an Alberta Securities Commision (ASC)-registered Investment Adviser and an independent fiduciary. Meaning we have an obligation to act in our client’s best interest. We are also required to disclose and seek to eliminate or mitigate any conflicts with any of our services.
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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Access to a Network of Specialized and Collaborative Financial Professionals |
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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 |
|
|
Access to a Network of Specialized and Collaborative Financial Professionals |
|
|
Private wealth management options |
|
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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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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We follow the Integrated Advisory Experience, a four step planning process, with our clients.
Starting with Discovery, we uncover what matters most to you, and get clarity on where you want to be.
Next, with a clear understanding of what you'd like to achieve, we Advise a strategic path forward.Then, with your approval, our team or specialists Implements your personalized plan.
Finally, we constantly Review your pan through regular check-ins to ensure that as your life evolves, you plan does too.
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Yes, WealthCo is an Alberta Securities Commision (ASC)-registered Investment Adviser and an independent fiduciary. Meaning we have an obligation to act in our client’s best interest.
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The Integrated Advisory Professionals Network (IAP Network) is a collection of independent and collaborative financial professional and CPA firms from across Canada, all dedicated to helping Canadian's navigate the complexities of their financial lives with ease.
As a Member of the IAP Network WealthCo works collaboratively with accountants and other professional advisors to provide clients with a holistic and complete financial and wealth management expereince.
For more information on the IAP Network, visit integratedadvisory.ca.
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