WCF
White & Co Financial Planning Inc. Portfolio
Invests via White & Co Financial Planning Inc. | Managed by Thomas A. White, James Eric Parker, Ivan L. White, Gregory D. Vander Top, Misti D. Wiederspohn
Invests via White & Co Financial Planning Inc.
Managed by Thomas A. White, James Eric Parker, Ivan L. White, Gregory D. Vander Top, Misti D. Wiederspohn
Automatically Tracked
Company Profile
Serving individual and small-business clients in Canada, White & Co Financial Planning Inc. provides fee-based retirement and wealth-management advice, cash-flow modelling, and insurance planning, alongside tax-aware investment strategies. The firm integrates discretionary portfolio management with referrals to custodial partners and licensed advisors, targeting advised AUM across retail advisory segments. Revenue comes from advisory fees, planning engagements, and insurance commissions; growth vectors include digital client onboarding, integrated tax planning services, and partnerships with accounting practices. Market relevance is in delivering holistic financial planning to high-net-worth and pre-retirement households and supporting succession planning for owner-operated businesses.
Serving individual and small-business clients in Canada, White & Co Financial Planning Inc. provides fee-based retirement and wealth-management advice, cash-flow modelling, and insurance planning, alongside tax-aware investment strategies. The firm integrates discretionary portfolio management with referrals to custodial partners and licensed advisors, targeting advised AUM across retail advisory segments. Revenue comes from advisory fees, planning engagements, and insurance commissions; growth vectors include digital client onboarding, integrated tax planning services, and partnerships with accounting practices. Market relevance is in delivering holistic financial planning to high-net-worth and pre-retirement households and supporting succession planning for owner-operated businesses.
Investment Philosophy & Strategy
Focused on delivering tax‑efficient, goal‑based wealth management for individuals and small businesses, the firm emphasizes long-term capital preservation and sustainable income for retirement. Portfolios combine diversified core holdings with active, low‑turnover tilts toward high-quality fixed income, dividend growth equities, and insurance solutions to manage sequence‑of‑returns risk. Discretionary mandates and advisory accounts are underwritten with transparent fee alignment, cash‑flow modelling, and integrated tax planning. Growth strategy prioritizes digital onboarding, custodial partnerships, and scalable planning services to deepen household relationships and AUM.
Focused on delivering tax‑efficient, goal‑based wealth management for individuals and small businesses, the firm emphasizes long-term capital preservation and sustainable income for retirement. Portfolios combine diversified core holdings with active, low‑turnover tilts toward high-quality fixed income, dividend growth equities, and insurance solutions to manage sequence‑of‑returns risk. Discretionary mandates and advisory accounts are underwritten with transparent fee alignment, cash‑flow modelling, and integrated tax planning. Growth strategy prioritizes digital onboarding, custodial partnerships, and scalable planning services to deepen household relationships and AUM.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
22.97%
Gain +0.01%
Monthly
1.12%
Yearly
14.29%
Drawdown
13.33%
$158.62M
Equity
Holdings
$158.62M
Investment
$132.41M
$26.96M
Profit +$16,394.7
Realized
$752,891.63
Unrealized
$26.21M
Dividends
$5.36M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$16,394.7
Win %
58%
This Week
Compared To Last Week
Gain
0.01%
Profit
$16,394.7
Win %
58%
This Month
Compared to last month
Gain
-1.68%
Profit
-$2.72M
Win %
58%
This Year
Compared to last year
Gain
-1.71%
Profit
-$2.76M
Win %
60%
GNR SPDR S&P Global Natural Resources ETF
+0.91%
+$37,243.08 
RWO SPDR Dow Jones Global Real Estate ETF
+0.17%
+$11,804.67 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.13%
+$12,821.46 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+0.09%
+$8,439.48 
SCHH Schwab U.S. REIT ETF
+0.04%
+$2,813.14 
72201R585
0%
$0 
FLXR TCW Flexible Income ETF
0%
$0 
SCHJ Schwab 1-5 Year Corporate Bond ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
-1.53%
-$73,401.35 
IVV iShares Core S&P 500 ETF
-1.02%
-$2,849 
SCHX Schwab U.S. Large-Cap ETF
-1.01%
-$244,705.2 
SCHC Schwab International Small-Cap Equity ETF
-0.93%
-$119,456.55 
WTPI WisdomTree Equity Premium Income Fund
-0.7%
-$1,526.75 
SCHA Schwab U.S. Small-Cap ETF
-0.58%
-$141,438.31 
SCHM Schwab U.S. Mid-Cap ETF
-0.57%
-$87,938.4 
SCHF Schwab International Equity ETF
-0.55%
-$76,959.75 
JPIB JPMorgan International Bond ETF
-0.14%
-$5,063.56 
MLN VanEck Long Muni ETF
-0.06%
-$1,140.23 
MUB iShares National Muni Bond ETF
-0.04%
-$748 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$24.06 Events
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Dividends
Dividend Analysis
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| Trades 129 | Longs Won 84/129 65% | Profit Factor 79.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $844,121.73 |
| Average Win $324,495.27 | Best Trade (Jul 19) $5.31M | Sharpe Ratio -103.11 |
| Average Loss -$7,586.56 | Worst Trade (Jul 19) -$105,105.65 | Z-Score 0.76 (55.18%) |
| Commissions $0 | Avg. Trade Length 9m 3w 2d | Expectancy $208,998.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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