E828 - Business Owner Exhaustion: The Cost of Fragmented Planning
Published: January 8, 2026
Duration: 17:31
Welcome to the CanadianSME Small Business Podcast, hosted by SK Uddin. In this episode, we explore how integrated advisory brings clarity to wealth management by aligning every professional around one coordinated strategy.
Our guest is Sophie Blais, President and CCO of The WealthCo Group of Companies. A CFP and Kolbe Certified Consultant, Sophie shares how WealthCo’s integrated approach and technology driven collaboration help business owners eliminate fragmentation and plan with confidence.
Key Highlights
Why Integrated Advisory Matters: How WealthCo redefines holistic planning for Canadian business owners and high net worth families.The Cos...