Our team
The people behind
the network
Behind Integrated Advisory is a team of advisors who built the model and continue to apply it in practice every day. When you join, you work directly with them.
Leadership Team
David Udy
Founder
Ed Hofstede
Vice President. Member Relations
Sophie Blais
President, Network Standards
David Garcia
Director of Member Education
Danielle Williams
Head of Member Growth
Member Relations and Success
Christina Andrews
Lead Member Relations
Abigail Akpan
Manager, Partner Success
Explore Our Team Across
Both Organizations
Our team is represented across both WealthCo and Integrated Advisory. To learn more about the professionals within each organization, please visit the corresponding team page below.
Built by practitioners, for practitioners.
The Integrated Advisory Network was founded by the leadership team of the WealthCo Group of Companies, Canada’s longest-running integrated wealth advisory firm.
WealthCo’s founders and senior leaders hold leadership roles across both organizations, bringing direct operating experience to every decision the network makes.
That means the network is led by people who are still in the room with clients and CPA partners every day. We know what works because we have built our business on it.
WealthCo, our founding member, brings a bench of 25+ specialists to every client engagement.
Curious if this could work for your firm?
The most useful next step is a conversation. We’ll walk through how the model works in practice and help you assess whether it aligns with your firm and your clients.