On this episode, Jared chats with Colleen Gillam-Judd.
Colleen is a Certified Financial Planner with IG Wealth Management.
For over 15 years, Colleen and her team have been creating a space for high achieving Canadian families to find financial freedom, security and clarity.
Colleen prides herself on clearly presenting financial options in accordance with client goals, while always working to preserve the financial legacy of her clients.
Some of the topics discussed in the episode:
🎙️ How can business owners ensure their personal financial goals align with business growth goals?
🎙️ How can a business owner effectively balance reinvesting profits in their business versus personal financial goals?
🎙️ What are some common mistakes business owners make when it comes to integrating their finances?
🎙️ How can a business owner ensure they have enough personal savings and retirement planning in place while building and growing their business?
If the listeners want to touch base with Colleen, you can find her through the following links:
Colleen Gillam-Judd
IG Wealth Management
403-505-3800
https://advisor.investorsgroup.com/en/colleen_gillam-judd
#podcast #TaxTalkPodcast #SmallBusiness #tfsa #rrsp #nonregistered #investments #retirement #taxplanning #casestudy #farming #goals #finances #tax #accounting #reddeer #alberta
Listen to the full episode 👇
🎙️ https://open.spotify.com/show/2nLsTBwAoKCrc46LD9NRLD
Watch the full episode 👇
🎥 https://www.youtube.com/@legacytaxllp
Check out all our resources 👇
🌐 https://www.legacytax.ca/resources
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Music: English Breakfast, Jobii from Epidemic Sound
https://www.epidemicsound.com/track/7emX18vZqh/
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