Learn how Integrated Advisory can transform your firm.

Watch the 8 part video series by CEO & Founder David Udy, and SVP of Sales & Business Development, Tim Coakwell CPA.

Learn how the Integrated Advisory model can help you :

  • Better serve your clients

  • Grow your revenue

  • Increase the value of your firm

Introduction & The Integrated Advisory Story

The Future Of The Accounting Industry & The Opportunity For CPA Firms

What Is Integrated Advisory & What's In It For You, The CPA Firm?

How To Deliver The Integrated Advisory Experience

Active Financial Planning vs. A Rigid Financial Plan

The Evolution Of Investing & WealthCo's Investment Model

The Evolution Of Insurance & The Integrated Advisory Model

The Time Is Now For CPA's In Canada To Evolve

The

Innovative

Accountant 

with David Udy & Tim Coakwell

 

Meet David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo. They will be your hosts on the Integrated Advisory Podcast. In this episode, they will share the story of WealthCo, its history as well as introduce the Integrated Advisory process and why CPA's all over Canada are leading the evolution of the world of wealth management.

Introduction & The Integrated Advisory Story

Video 1

 

Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share the vision of the accounting industry, and the incredible opportunity that CPA's have to grow their firms, better serve their clients, and disrupt the wealth management industry.

The Future Of The Accounting Industry & The Opportunity For CPA Firms

Video 2

 

Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share the vision of Integrated Advisory and what the experience looks like for accounting firms.

What Is Integrated Advisory & What's In It For You, The CPA Firm?

Video 3

 

Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share how the relationship between the CPA firm, and their clients evolves with Integrated Advisory. With the CPA at the centre or their client's financial life, they are primed to help their clients achieve not only their financial goals, but their life goals as well.

How To Deliver The Integrated Advisory Experience

Video 4

 

Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share the Financial Planning Philosophy for Integrated Advisory, and why it is so successful in CPA firms.

Active Financial Planning vs. A Rigid Financial Plan

Video 5

 

Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share WealthCo's Investment Philosophy, and why it's so different from any other investment firm.

The Evolution Of Investing & WealthCo's Investment Model

Video 6

 

Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share the evolution of insurance and how it fits into the Integrated Advisory service offering. 

The Evolution Of Insurance & The Integrated Advisory Model

Video 7

 

Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share why the time is now for accounting firms in Canada to catch up to the rest of the world and begin offering an Integrated Advisory Experience.

The Time Is Now For CPA's In Canada To Evolve.

Video 8

The time is now.

Transform your firm.

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We have helped hundreds of CPA's just like you transform their businesses and the lives of their clients. How? By integrating the clients advisory experience and making it simple and easy for them to get all of the services they need through their most trusted advisor, their accountant.

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The WealthCo. Group of Companies.