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Judith Wagner, Financial Advisor

FINANCIAL ADVISOR
Judith Wagner

CEA®
3708 50th Avenue, Unit R, Lloydminster, AB T9V 0V7opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Retirement savings strategies
  • Business retirement plans
  • Estate and legacy strategies
  • Wealth protection strategies
  • Employee stock options

About Judith

I partner with my clients to understand what's important to them, their family, and their specific situation. I use an established process, so they understand what is required in order to achieve their financial goals. Goals that evolve and develop over time. Through the years, we partner together for the long-term, to ensure that they stay on track.

While working with my clients, I believe that educating and explaining costs and concepts, is as important as the recommendations that we make.

Having lived in this area, on a purebred Angus cattle operation for over 25 years, I am familiar with...

Work History

  • Edward JonesSeptember 2016 to Current

Personal Interests

  • Football
  • Hockey
  • Personal Fitness
  • Community Outreach
  • Farming

Team Members

  • Shauna Clennin
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(780) 875-4490

Fax

(866) 633-0872

Office Address

3708 50th Avenue
Unit R
Lloydminster, AB T9V 0V7opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More