The WealthCo. Group of Companies Information
Contact top employees from
The WealthCo. Group of Companies
Summary
The WealthCo. Group of Companies is a private company. The company currently specializes in the Financial Services area. The The WealthCo. Group of Companies annual revenue is estimated at < 1M. To connect with The WealthCo. Group of Companies employee register on SignalHire.
Organization Website | wealthco.ca |
Phone Number | 1-877-537-5853 |
Industries | |
Headquarters Location | #305 205 Quarry Park Blvd SE, Calgary, AB, T2C 3E7 CA |
Employees Size | 10-50 employees |
Specialties | Wealth Management, Risk Management, Asset Management, CPA Consulting, Group Benefits, Insurance, Investments |
SIC Code | 6189, 6282 |
Founded | 1999 |
Operating Status | Independent Company |
Employees Turnover 1 quarter 2026
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at The WealthCo. Group of Companies shows a diverse range of experience levels:
6% have been with the company for less than 1 year6% for 1–2 years22% for 3–4 years13% for 5–7 years9% for 8–10 years44% have over 11 years of service at The WealthCo. Group of CompaniesContact top employees from
The WealthCo. Group of Companies
Sophie Blais
President & COO
Debjani Saha
Investment Operations Manager
Dave Makarchuk
Chief Investment Officer
Lindsay Latham
Senior Financial Planner/ Managing Director
Rob Margeson
Associate Wealth Planner
Howard Wong
Wealth Advisor (Associate Advising Representative)
Romelie Alcantara
Fund Accountant II
Navneet Parhar
Insurance & Estate Planning Team Lead
Owen Komperdo
Senior Financial Planner
Keri Bradford
Lead, CORE Systems & Project Support
Claude Spencer
Manager Investment Advisory & Planning Services
Jonah Glas
Investment Operations Assistant
Noah Arvisais
Content Specialist
Mary George
Lead, Resource Operations
Leah Fochuk
Director, People & Culture
Bryton Udy
Director | Innovation, Marketing and Communications
Lindsay Champ
Lead, Insurance Operations
Maria Jose
Client Administrator II
Jeanne Oppenheim
Chief Operating Officer
Neeraj Pardeshi
Senior Insurance Advisor
Virginia Malejko
Administrative Assistant
Sherin Mohan
Operations Analyst (WAM)
Ahmed Takuma
Client Service Administrator II
Jeff Dyck CFP
VP, Insurance Advisory
David Llewellyn
Associate, Estate and Insurance Planning
Companies Similar to The WealthCo. Group of Companies
FAQ
The WealthCo. Group of Companies operates in the Finance industries. More details can be found on the official website: wealthco.ca.
The headquarters of The WealthCo. Group of Companies are located in Calgary, Canada.
You can contact The WealthCo. Group of Companies by phone at 1-877-537-5853.
The WealthCo. Group of Companies currently employs 10-50 people.
The WealthCo. Group of Companies's revenue is approximately < 1M.
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