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

A year ago, many countries were managing through their second wave of COVID-19 infections. Many equity markets nevertheless had staged a full and complete recovery to their pre-COVID highs. Despite the equity recovery, investors were still nervous. A year ago, we had just started to hear news of pending approvals of COVID vaccines.
Many Canadians designate a direct beneficiary on their RRSP, RRIF, TFSA or insurance policies without giving it a second thought (although in Quebec, beneficiary designations are only effective on insurance policies). However, designating a direct beneficiary is not recommended for many plan/policy owners, where they have non-traditional or unique family situations, as it can lead to unfavourable tax implications for beneficiaries.
Did you know that many Canadians are not adequately prepared to pass on or inherit family wealth? This is often due to a lack of communication and planning. The good news is that it’s never too early or too late to start. Planning helps you identify tax saving opportunities, mitigate potential financial gaps and maximize your current lifestyle.

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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