WealthCo, a leading integrated financial services group, has been awarded Best Estate Planning Advisory Canada 2025 by Global Financial Market Review (GFM Review). This recognition celebrates WealthCo’s continued excellence in estate planning, placing clients’ financial futures at the forefront through its unique Integrated Advisory model.
With over 25 years of operational history, WealthCo has built a reputation for delivering tailored financial strategies that align personal, business, and family goals. Their estate planning services include will preparation, trust structuring, tax optimisation, and legacy planning, all delivered in close collaboration with legal and financial experts.
Brett Hurll, Executive Editor of GFM Review, commented: “WealthCo stood out to our panel for its structured approach to estate planning and deep client engagement. Their model is a benchmark for the industry and we’re pleased to celebrate their well-earned success.”
This award further reinforces WealthCo’s role as a trusted partner for individuals and businesses navigating complex financial decisions.
About WealthCo
WealthCo is a Canadian-based integrated financial services group with over 25 years of experience. Operating through WealthCo Planning Inc., WealthCo Risk Management Inc., and WealthCo Asset Management Inc., the firm offers a full spectrum of services including estate planning, investment management, insurance solutions, and business advisory. Its Integrated Advisory model brings together financial planners, accountants, investment professionals, and legal advisors to deliver cohesive and client-focused strategies.
About GFM Review
Global Financial Market Review (GFM Review) is a leading online financial publication known for recognising excellence across financial sectors worldwide. With a readership spanning global markets, GFM Review highlights industry leaders who demonstrate innovation, integrity, and client-focused success. Its awards are a mark of trust and quality for institutions shaping the future of finance.