“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.
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.
Consultant
Maximize Your Financial Well-being in a High-Rate Era: Insights and Actions ↓ Higher mortgage rates have created financial headwinds. With the arrival of spring we step into the mortgage renewal and home buying season.
Judd Wealth June 15th Why Your Tax Refund Is Holding You Back: A New Perspective ↓ With tax season upon us, it’s time to rethink the joy of tax refunds. Sure, getting a big check from the CRA feels great, but what if we told you there’s a smarter way to manage your money that can help you grow your wealth even more? Why Skipping the Tax Refund is a Win Most of us pay taxes directly from our paychecks. Sometimes, we pay more than we need, and that’s how we end up with a tax refund. But here’s…
Judd Wealth
June 15th
The Final Chapter: Choosing the Perfect Exit for Your Business Legacy
Today, we’re diving into something super important for anyone who owns a business. Think of your business like a big LEGO set. After having fun and building it, what do you do when it’s time to move on? Let’s talk about three ways to do just that!
Selling to Someone Not in Your Family
Imagine you’ve made a beautiful painting. Now, you want to sell it to someone who loves it as much as you do. Selling…
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Trademarks, including IG Wealth Management, are owned by IM Financial Inc. and licensed to its subsidiary corporations.
© 2024 Colleen Gillam-Judd. All Rights Reserved.
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