Colleen Gillam-Judd

CERTIFIED FINANCIAL PLANNER

Investors Group Securities Inc.

Financial Planning

Financial planning empowers you to take control of your money, set goals, and build wealth.

Retirement Planning

Let's plan for a secure and comfortable retirement together. My team will create a personalized budget and monitor your progress to ensure a worry-free future.

Business Planning

Our financial planners create custom plans that help you achieve your financial goals. We'll work with you to fit your budget and unique needs, whether you're just starting or expanding.

Judd Wealth

“Two Pennies to Rub Together”, the old idiom that many will hear at one point in time.

Everything changes. Our relationships, our goals, our careers, and our focus. With change, one can gain control by the choices we make. Choices such as finding the right Financial Advisor. An Advisor who will guide you right down to the Penny.

For over 15yrs, Colleen has dedicated her joy to being available for those who want more. Money freedom, protection, advice, guidance, peace of mind; all achieved by her unique ability to lessen the noise.

Openly, Colleen brings her 4 Fundament Values to every client.

Hold the financial services industry to a higher standard.
Break down the complicated by incorporating your personal situation.
Clearly present your options for investing, protecting and health.
Help money not be on the “fight list”.

Our Team

All successful financial plans have an order of implementation. When mapping out it becomes apparent that additional resources are needed to complement your aspirations. With a thought-based approach, the heavy lifting starts with engaging in financial planning.

Once we have your framework, it is imperative to partner with outside experts to support your initiatives. Accountants, Lawyers, Private Homecare; to name a few. Taking all elements into account around what supports a successful plan, we believe a thought-based, collaborative expert approach is best.

Colleen Gillam-Judd

Founder

CFP

Anthony Judd

Associate Consultant

News & Information

Webinar – Are we at an economic fork in the Road?

Judd Wealth invites you to a webinar Back to school: are we at an economic fork in the road? Thursday, September 12, 2024 | 11 a.m. MT | Register now Is now the time to take profits and rebalance your portfolio? How are the current trends in the economy impacting your financial plan? Don’t miss this webinar to find out the answers to these questions and more. Join host Jacqueline Hansen and IG Wealth Management’s Chief Investment Strategist, Philip Petursson as they discuss: Shifting consumer…

September 6, 2024 No Comments

Testimonials

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Contact

Location

Investors Group Securities Inc.

Member of the Power Corporation Group of Companies
Trademarks, including IG Wealth Management, are owned by IM Financial Inc. and licensed to its subsidiary corporations.

Legal Disclosures

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Colleen Gillam-Judd

CERTIFIED FINANCIAL PLANNER

Investors Group Securities Inc.

Judd Wealth

Our Team

Colleen Gillam-Judd

Anthony Judd

News & Information

Webinar – Are we at an economic fork in the Road?

Testimonials

Colleen Gillam-Judd - IG Wealth Management

Contact

Location

Investors Group Securities Inc.

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