At Judd Bisson & Associates Private Wealth Management, we work with people facing pivotal life moments—the kind that demand more than off-the-shelf advice. These aren’t just financial decisions; they’re emotional, personal, and often overwhelming. As your Calgary private wealth management team, we guide you through them with clarity, structure, and long-term support.
Our clients range from business owners preparing for succession to retirees looking for financial peace of mind. Some come to us after a major loss, others during a career change or life transition. But all of them want the same thing: a plan that gives them confidence, and a relationship that lasts.
Here’s a closer look at the types of clients we serve:
Retirees and pre-retirees
You’ve worked hard to build your wealth—and now it’s time to shift from accumulation to income. But that change comes with new questions: How much can I spend? Which accounts do I draw from first? What if I live longer than expected? We provide Calgary wealth management solutions designed to answer those questions with confidence. From tax-efficient withdrawal strategies to income planning and investment management, we help you retire comfortably and stay retired with peace of mind.
Business owners and entrepreneurs
Running a business brings pride—and complexity. Whether you’re managing multiple corporations, preparing for a sale, or navigating a family-owned transition, we help you bring clarity to the chaos. Our private wealth management approach integrates corporate strategy with personal planning—ensuring your cash flow, tax efficiency, and succession goals are all aligned. We also coordinate directly with your accountant and lawyer, so nothing slips through the cracks.
Healthcare professionals
Between long hours, complex income structures, and little time to focus on finances, healthcare professionals need advice that simplifies without oversimplifying. We help doctors, dentists, and specialists build long-term wealth through incorporation strategies, tax planning, and investment management. Whether you’re growing your practice or planning for retirement, we make sure your plan works as hard as you do.
Executives
When your compensation includes stock options, bonuses, and pensions, financial planning gets complicated fast. We help executives take control of their wealth with personalized planning that covers income strategy, tax efficiency, and long-term investment growth. From navigating early retirement to unlocking equity, we ensure your financial plan reflects the full scope of your success.
Families
Family wealth comes with shared goals—and unique challenges. We help families preserve, grow, and transfer wealth in ways that align with their values. Whether it’s funding education, supporting aging parents, or preparing the next generation to inherit responsibly, our planning brings structure to every stage of your family’s financial life.