At Judd Bisson & Associates Private Wealth Management, investments are never viewed in isolation. As your Calgary investment advisor, we see your portfolio as one essential piece in a much bigger story—one that includes taxes, estate goals, retirement, business transitions, and legacy planning.
Investment planning is about much more than chasing returns. It’s about aligning your money with your purpose—ensuring every dollar works toward what matters most in your life.
Our clients appreciate the calm, clear explanations we offer. Whether you’re ten years from retirement or rethinking your goals after a liquidity event, we help you move forward with clarity and purpose, not guesswork.
Guidance from high-net-worth investment advisors who listen first
We’re not here to pitch products. We’re here to listen. What keeps you up at night? What drives you forward? Freedom? Impact? Security? Every portfolio we build starts with understanding you.
As high-net-worth investment advisors, our process is built around precision and partnership. We ask the right questions. Then we shape an investment strategy that reflects your vision, adapts to life’s curveballs, and grows with your ambitions.
Your investment plan is never static. It changes as your life does—whether that means shifting toward income in retirement, protecting capital during uncertainty, or reallocating after a liquidity event or business sale.
Tax-smart investing: stop the silent drain
Taxes can quietly erode even the most successful portfolio. We ensure they don’t. As one of Calgary’s leading high-net-worth investment practices, we build portfolios with tax strategy at their core.
We look at account location, capital gains timing, income types, tax credits, and more. From maximizing TFSA contributions to managing RRSP withdrawals and non-registered assets, we ensure your portfolio grows efficiently—so more of your wealth stays with you.
Turn wealth into sustainable income
What happens when you’re no longer earning a salary? Your portfolio takes over. That’s why we design portfolios to deliver reliable income—without sacrificing long-term growth.
Through dividends, real estate investment trusts (REITs), bonds, and structured products, we create income-generating investment strategies that sustain your lifestyle well into retirement.
We understand the shift from accumulation to decumulation can be stressful. As your investment advisor, we guide that transition with clarity, ensuring you feel confident every step of the way.
Beyond the basics: diversification that works harder
Stocks and bonds are only part of the equation. As your financial picture grows more complex, so should your investment options. We help you explore alternatives like private equity, real estate, and hedge funds—assets that offer enhanced growth potential and lower correlation to traditional markets.
These strategies aren’t just reserved for institutions. At Judd Bisson & Associates, we help high-net-worth individuals access the tools they need to stay ahead of the curve and resilient in the face of market volatility.
Invest with purpose: sustainable and impact strategies
Want your investments to reflect your values? We offer environmental, social, and governance (ESG) focused options that align your capital with positive impact—without compromising returns.
Whether it’s clean energy, fair labour practices, or diversity-focused funds, we’ll help you build a portfolio that’s not only profitable—but principled.
More than advice—an investment partnership
Markets move. So does life. A good investment advisor doesn’t just react—they anticipate. That’s why we stay connected, adjusting your portfolio when priorities shift or opportunities arise.
Thinking of buying a vacation home? Selling a business? Supporting a child’s education? We don’t just manage your investments—we integrate them into the bigger picture of your financial world.
Our team provides regular updates, clear performance reporting, and proactive recommendations, so you’re never in the dark about your next move.
Built for high-net-worth complexity
As one of Calgary’s trusted high-net-worth investment teams, we understand that more wealth often brings more complexity. Multiple income streams. Business holdings. Tax exposure. Succession plans. It all adds layers—and we’re equipped to handle them.
Our clients count on us to help organize, coordinate, and simplify their investment lives, with every decision made in service of their goals