Welcome to Judd Bisson & Associates

Watch below to learn more about our team’s specialized approach and the clients we typically work with.

 

Executive Financial Consultant Stephen Judd, CFP®, introduces his dynamic financial planning team at IG Private Wealth Management in Calgary, Alberta.

Stephen discusses the two types of client groups his team specializes in working with: The Business Professional and Canadians +/- 5 years of retirement.

Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Judd Bisson & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

Investment Planning

We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

Estate Planning

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

Our Leadership

Running a family owned business for many decades has made us very aware of the importance of service, commitment and delivering as promised. My wife, son, daughters and I work hard every day with our staff to meet and exceed our clients expectations. Our experience with Judd Bisson & Associates over the last several years has showcased that their core values align with ours. We firmly believe an introduction, or customers who repeatedly utilize our service, is the highest compliment we can receive in business. Stephen, Rob and his team have earned our allegiance and we confidently refer their services to family and friends alike. We are confident that our investments, and our financial lives, are safely managed with our best interests always at the front of their planning.

Paul H, Former President & CEO of Scott's Pressure Wash

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Education Centre

IG PRIVATE WEALTH MANAGEMENT |
Creating a will means making big decisions that will impact your family for years after you’ve gone. While divvying up assets, assigning care for dependants and tax planning will take up most of your will-creating conversation, you’ll also have to consider who should be the executor of your will (or the liquidator in Quebec).
It’s not easy to talk about estate planning; after all, who wants to think about what might happen when they’re no longer here? It’s also a complicated topic, covering investments, tax and real estate, not to mention hard-to-navigate family issues. There’s far more to it than just making a will — find out exactly what’s involved in estate planning. As a result, many people make mistakes or forget important steps when developing their estate plan, which can lead to trouble for their loved ones.

You’ve worked hard to build your wealth and you want to take control of your legacy; but where should you start?

Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.

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