Colleen Gillam-Judd, CFP's Linkedin Analytics

Hi, I’m Colleen! For the last 15 years, I’ve helped families and business owners feel confident about their money and reach their financial goals. At Judd Wealth, we focus on Canadian business owners, especially those looking to sell or pass on their business in the next 10 years. Our job is to help you make the transition easy, grow your wealth, and protect what you’ve worked hard for. Here’s What Makes Us Different We work with a small number of clients so we can give everyone the personal attention they deserve. You won’t just get a plan—you’ll get a team that’s always there for you, helping you stay on track and giving you clear, honest advice. A Little About Me → I’m the Founder & CEO of Judd Wealth → I love helping Canadian business owners and professionals with their finances → I created the Judd Wealth Financial Readiness Assessment to help people feel prepared → I also coach entrepreneurs who want to grow their business and feel in control of their money What I’ve Done for Clients → Helped families and business owners worry less about money and feel more secure → Created personalized financial plans that fit each person’s goals → Gave advice that helped my clients balance their work and personal lives → One of my clients successfully sold their business and was able to retire comfortably thanks to a smart, tax-friendly plan we put in place How I Can Help You We help people like you grow your wealth, protect your business, and plan for the future. If you’re ready for a simple, clear plan that gives you peace of mind, we’re here to help. Want to Stay in the Loop? → Sign up for my newsletter for easy tips on managing your money: https://taxtips.juddwealth.ca/newsletter Want to Chat About Your Finances? → Visit my website and see how we can work together: https://juddwealth.ca