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.

 

Meet the team

 

David Udy

Founder

 

Blair Grabinsky

Vice President, IA Strategic Advisory & Growth

 

David Garcia

Manager, Learning & Enablement

Sophie Blais

President

 

Abigail Akpan

Manager, Partner Success

Ed Hofstede

Vice President, Member Relations

 

Christina Andrews

Lead, Member Relations

 

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.