WealthCo

05/14/2026

Diversification is a core investment principle.

But many affluent Canadians overlook a different kind of concentration risk:

A life overly tied to one company, one property, one market, or one source of identity.

True wealth planning goes beyond portfolio allocation. It asks deeper questions:

• What happens if your industry changes?
• If your business slows?
• If retirement arrives earlier than expected?
• If your personal purpose disappears with your professional role?

Financial resilience and personal resilience are deeply connected.

The most durable plans are designed to support both.

Speak with your advisor about building a strategy that protects not just your assets—but your flexibility, lifestyle, and future opportunities.

05/12/2026

Many Canadian business owners spend decades focused on one thing: growth.

But once you've built significant wealth, the challenge changes.

The real risk isn't underperformance anymore, it's inefficiency.

Too much retained corporate cash. Too much concentration. Too much unnecessary tax drag. Too little coordination between personal, corporate, and estate planning.

A successful retirement doesn't just depend on how much you've built. It depends on how intelligently it's structured.

The transition from accumulation to decumulation requires a very different strategy, and many affluent Canadians don't realize the shift until it's costly.

Talk to your advisor about building a withdrawal and tax strategy designed for the next phase of wealth.

07/15/2024

Are you too old for life insurance? Think again!

Wondering if life insurance is still relevant as you age? For Canadians in their 70s, life insurance can cover final expenses, manage debt, support estate planning, replace income, and even facilitate charitable giving.

With options like term, whole, universal, and simplified issue policies, there’s a solution for everyone. Life insurance remains a valuable part of financial planning, offering peace of mind and financial security.

Learn more about how life insurance can benefit you, no matter your age.

Read the full article here: https://www.wealthco.ca/posts/am-i-too-old-for-life-insurance

For Canadians approaching their 70s, life insurance can still play a crucial role in your financial planning.

06/17/2024

“The joy in changing the financial services industry for the better is in improving the lives of the business owners and families we work with” -David Udy

WealthCo is proud to mark 25 years of empowering Canadians to save, invest, and thrive. From comprehensive wealth management to innovative investment strategies, we stand by our clients every step of the way.

Thank you to our founder and CEO, David Udy, the Financial Post and Tyler Brack from Avail CPA for helping us share the WealthCo story.

Here’s to the next 25 years of growth and prosperity for our clients and the communities we serve!

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‘Our team of highly skilled advisors simplifies the lives of business owners, so they can achieve their financial goals and focus on what matters most to them.’

05/01/2024

🎙️ Join us for an enriching discussion on all things finance! 📈 Whether you're navigating the stock market or planning for retirement, our podcast is your go-to source for expert insights and actionable advice. Tune in to gain valuable tips from our seasoned financial advisors. Don't miss out – hit play now!

04/12/2024

Facing an unexpected job loss later in your career can be daunting, yet in "Jennifer's" case, it offered a great opportunity to explore retirement.

Retirement is something most people dream of, but what does your dream retirement look like? How much will you need to draw from your retirement accounts each month? When can you retire?

These are all great questions to ask your advisor as they can help you plan for an navigate a smooth transition into retirement.

Wondering if your retirement strategy is moving you closer your dream retirement? Book a meeting with a WealthCo Advisor today and get clear on what retirement looks like for you.

This successful professional was set for an early retirement but now wonders if that will still be possible. Read on for experts' advice.

02/19/2024

Wishing everyone a happy Family Day!

We hope you have a great day spending time with the ones you love!

02/16/2024

Happy Lunar New Year! 新年快乐

May the Year of the Dragon bring fresh opportunities and vibrant beginnings to all aspects of your life.

02/14/2024

Introducing our Staff Accountant, Catherine Ethier! From being an Office Manager to a Legal Assistant, her diverse experience enriches our finance team. She is also as educated as she is enthusiastic, with diplomas in Oil and Gas, Medical Office, Accounting Administration, Payroll Compliance, and she is in the process of completing an Accounting Degree.

Catherine’s superpowers include a fierce determination to succeed, a passion for client interaction, and the unique ability to turn challenges into opportunities for growth. She loves the camaraderie of the team and is always eager to strengthen her skills with their support.

When not at work, Catherine enjoys getting out into nature and enjoying its’ beauty with a hike, or spending quality time with her family. She also enjoys giving her time by volunteering with the Calgary Food Bank.

Thank you, Catherine, for being such a vital and positive member of our team!

02/12/2024

Ready to elevate your investment strategy?

Say good-bye to the traditional 60/40 portfolios and explore the benefits of diverse growth through alternative investments.

Everyone’s investment journey is different, and we focus on tailoring an investment strategy that corresponds with your needs and goals.

Click the link below to learn more!

🔗 https://www.wealthco.ca/asset-management

WealthCo's Integrated Advisory model was founded by CPA's and financial professionals who understand that by combining their professional capabilities, they are uniquely qualified to elevate the industry by improving the lives of the clients they serve.