CoverProfile

David Udy

Founder & CEO

WealthCo

Canada, Alberta, Calgary

About Me

My financial services journey began when I joined the wealth management industry as a 22-year-old working for IOF Foresters, a six-billion-dollar insurance and investment company at the time. After being given a number of great opportunities to hone my skills and learn the industry, ten years later I was running sales operations for the entire country. I founded WealthCo in 2000 as its first (sole) employee focused on working with accountants and their business owner clients. Navigating and embracing technological advances and changing market conditions, strategic partnerships, and proven results have all become WealthCo hallmarks of success as we change the financial services industry fo

View more

Profile Information

Founder & CEO

WealthCo

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Calgary

Alberta

Canada

Jan 8, 2025

More profiles to browse

Profile Photo
Owen Komperdo
Financial Planner
Profile Photo
Dave Makarchuk
Chief Investment Officer
YS
Yan Song
Financial Controller
Profile Photo
Claude Spencer
Manager Investment Advisory & Planning Services

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation