Colleen Gillam-Judd, CFP's Linkedin Analytics

👋 Hey there! I'm Colleen Gillam-Judd, and if you're here, chances are you're looking for financial security, generational wealth, and a life where you call the shots. 🎯 🔥 Who Am I? With 15 years in financial planning and received the Certified Financial Planner hat in 2010, I’ve been fortunate enough to be ranked among the top 20 advisors in Canada for three years. But that's not what fuels me. What gets me going every morning? A mission to change the financial narrative for families in Canada. 👨‍👩‍👧‍👦 Who Do I Serve? I am on a journey with 100 families to create a lifestyle that doesn’t ask for permission and lets you do what you want, when you want, with who you like. If you're a family with a minimum of $500,000 in investable assets or a net worth of $10M and up, let's talk! 💡 The 'Why' Behind the 'What' I want to make it loud and clear: I aim to offer FREE financial education, tips, tricks, and resources so that more Canadian families can turn their financial dreams into reality. 📘 🤝 The High-Touch Experience I cap my clientele at 100 families. Period. This isn't about client numbers; it's about client EXPERIENCE. 📅 We’ll sit down a minimum of 3 times a year to dive deep into your financial road map, align it with your goals, and provide a path of clarity and peace of mind. ⚖️ And yes, it's a team sport! Your lawyer, accountant, and other professionals are integral to this journey. We ALL work as one team on behalf of YOU. 📈 Your Takeaway? A tailor-made financial strategy that not only grows your wealth but also creates a legacy for generations to come. 💎 👇 Ready to Master Your Wealth? I invite you to take the first step in this life-changing journey. Let's create a financial road map that offers you peace of mind today and secures your family's tomorrow. 🌟