DU
David Udy
Founder & Ceo at The Wealthco. Group Of Companies
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Work Experience
Founder & Ceo
Dec 1999 - Present · 25 years
Co-Founder
Sep 2017 - Present · 7 years and 3 months
Past Foundation President
Nov 2019 - Present · 5 years and 1 months
Company Details
11-50 Employees
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
Year Founded
1999
Social Media
Linkedin
Industry
Financial Services, Life insurance companies, Financial and insurance services, Business Services, Health insurance companies
HQ Location
#210 200 Quarry Park Blvd SE
Calgary, AB T2C 5E3, CA
Keywords
Wealth ManagementRisk ManagementAsset ManagementCPA ConsultingGroup BenefitsInsuranceand InvestmentsInvestments
Contact Details
- Email AddressD**@wealthco.caReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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