D

David Udy's
email & phone

Current Position:

Founder & CEO at The WealthCo. Group of Companies

Experience:

38 years

Location:

Canada

How to contact David Udy

emailu*******d@wealthco.ca
phone+1-***-***-3562
LinkedIn
YouTube

Work Experience

Founder & CEO at The WealthCo. Group of Companies

Dec 1999 - Current

Founder & CEO at The WealthCo. Group of Companies

Dec 1999 - Current

Co-Founder at Tillen

Sep 2017 - Current

Past Foundation President at The Big Hearted Mavericks

Nov 2019 - Current

Managing Partner at Capstone Real Estate Corp.

Jan 2004 - May 2019

Founder at CustomCare

Jan 2002 - Apr 2018

Canadian Vice President of Sales at Foresters Financial

Feb 1987 - Dec 1999

David Udy started working in 1987, then the employee has changed 5 companies and 5 jobs. On average, David Udy works for one company for 15 years 10 months.

Education

University of Calgary

Current Company Information The WealthCo. Group of Companies

Name: The WealthCo. Group of Companies

Speciality: Wealth Management, Risk Management, Asset Management, CPA Consulting, Group Benefits, Insurance, Investments

Location: Calgary, AB, Canada

Employees: 10-50

HQ Phone: 1-877-537-5853

Description: The WealthCo Group of Companies provides an integrated suite of wealth management products and services to entrepreneurial Canadian CPA firms. Our integrated wealth advisory serv...

Frequently Asked Questions

What is David Udy's minimum period of employment in the companies?

David Udy's minimum period of employment in various companies is 12 years 10 months.

What is David Udy's average duration of employment for different companies?

On average, David Udy works for one company for 14 years 10 months

What industries has David Udy worked in?

David Udy works in the Financial Services. Previously, David Udy worked in the Internet.

What positions has David Udy held before?

Previously, David Udy worked as a Founder & CEO, and Co-Founder, and Past Foundation President, and Managing Partner, and Founder.

How do I contact David Udy?

David Udy's email address is u*******d@wealthco.ca, phone number is +1-***-***-3562. Sign up to get contact details.

Who is the President/CEO/Director of the The WealthCo. Group of Companies?

The President/CEO/Director of the The WealthCo. Group of Companies is Michelle

Who are David Udy's peers at other companies?

David Udy's peers at other companies are Yichen Li and Steve Racine and Rance Pow
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Other employees at The WealthCo. Group of Companies

Name
Company
Position
L
Senior Financial Planner/ Managing Director
S
Coordinator Marketing & Communications
H
Wealth Advisor (Associate Advising Representative)
N
Insurance & Estate Planning Team Lead
M
Executive Assistant to COO & CEO
K
Coordinator Insurance & Benefits
C
Manager Investment Advisory & Planning Services
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