WealthCo is a leading brand in Calgary, AB, offering an innovative approach to financial services through its Integrated Advisory model. Founded by CPA's and financial professionals, WealthCo understands the importance of combining their expertise to improve the lives of their clients. With over 20 years of experience, they are on a mission to change the financial services industry by leveraging the unique relationship between accountants and clients.

What sets WealthCo apart is their unwavering focus on delivering an exceptional client experience. They challenge conventional methods of accounting and continually strive to find more effective and efficient ways of doing things. The team at WealthCo is highly experienced in wealth management, financial planning, and insurance, ensuring that they can provide superior customer service.

At WealthCo, they value their core principles and carefully handpick team members who align with their values to ensure a strong cultural fit. When you choose WealthCo, you can trust that you are receiving reliable and personalized financial services from a team that goes above and beyond. Please note that WealthCo is a corporate group that includes IA Planning Inc, WealthCo Risk Management Inc, and WealthCo Asset Management Inc.

Their services are directed to individuals registered in Alberta, British Columbia, Manitoba, Saskatchewan, and Ontario