Client Login
Book a Meeting


You’ve built something great.

Let’s make sure it works for your life, your family, and your legacy.

  • Tailored financial planning for business owners in Red Deer
  • Trusted by Alberta’s top private business families
  • Backed by IG’s Wealth Management's state of the art software

The IG Private Wealth Planning experience with Gillam-Judd & Associates

A complete financial planning process that brings together tax, succession, estate, investments, and cash flow into one clear plan—designed around your life.

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.

You’ve Done the Hard Work. Now Let’s Simplify the Rest.

Running a successful business takes vision, risk, and grit.

Managing the personal wealth that comes with it?

That’s a different kind of challenge.

  • Investments here, insurance there, business equity somewhere else...
  • No clear map, no single team looking at the big picture
  • No idea if you’re minimizing tax or missing opportunities
  • Always wondering: “Am I actually okay?”

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.

colleentb

Colleen Gillam-Judd

Founder

CFP

Linkedin
34069_ANTHONY_JUDD_5

Anthony Judd

Associate Consultant

Linkedin

News & Information

Unlock your 2023 Tax Savings

The Ultimate Year-End Tax Planning Guide for Business Download Now Navigating the complex world of taxes can be a daunting task for business owners. That’s

Read More »
February 2, 2024 No Comments
View all Articles

Testimonials

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliqua.
First Person
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Morbi vitae magna auctor, pretium lorem pellentesque, cursus ligula. Vestibulum at lectus efficitur, fermentum nisl vel, euismod nibh. Sed egestas congue dui.
Second Person
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Fusce bibendum sed elit interdum viverra. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia curae.
Third Person

Gillam-Judd & Associates Wealth Management

Contact

  • (403) 343-7030
  • (403) 505-3800

Location

  • 120, 5441 - 45th Street, Red Deer, AB, T4N 1L2

IG Wealth Management 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

Sign up for our mailing list

© 2025 Colleen Gillam-Judd. All Rights Reserved.

Legal Disclosures

Sign up for our mailing list

Subscribe to our newsletter for insightful financial and retirement planning tips and advice that can help you make informed decisions for a secure and stable future.