Contact
- (403) 343-7030
- (403) 505-3800
Location
- 4909 49 St. Red Deer, AB T4N 1V1
Gillam-Judd & Associates Wealth Management
Create your retirement income plan
Start with this step-by-step guide to help you identify sources and tax-efficient strategies to maximize your future retirement income.
- Retirement income withdrawal strategies
- Income splitting as a tax efficient strategy
- Merits of consolidating your accounts and assets
Get better retirement advice
It all starts with a short, five-minute conversation with an IG Advisor, to understand your goals.
We can help you explore:
- Opportunities to reduce the impact of tax.
- Ways to optimize your retirement income
- New investment strategies
Let’s get started.
See what the IG difference can do for your retirement
Don’t settle for an advisor who just recommends an investment portfolio. With tax-wise planning and exclusive investment solutions, here’s why having a comprehensive retirement plan with IG can help you make the most of life’s possibilities.
Strong relationships
Your IG Advisor will take time to get to know you and your whole financial picture, including taxes, your mortgage, insurance and risk.
Strategies and opportunities
As you go through the planning process, your IG Advisor will explore retirement strategies that many investors miss.
Keep as much of what you earn as possible
By helping you consider the impact of tax on financial decisions and retirement planning, IG Advisors help clients keep as much of their hard-earned money in their own pocket as possible.
Find out how strong your financial plan is for:
Take the IG Living Plan Snapshot to get an understanding of how prepared you are and whether you are on track to meet your financial goals. After answering a few questions, you’ll receive a score for each dimension of your financial well-being. This number, and the accompanying recommendations, can be used by you and an advisor to help you stay open to more of life’s possibilities.
Helping you reach your full financial potential
95+
years of providing Canadians with true financial planning.
$110B+
in assets under advisement.
1M+
clients across Canada.
Colleen Gillam-Judd - IG Wealth Management
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.