Whether you are planning for retirement, saving for post-secondary education for children and grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your most important financial goals.
Our team partners with our clients, investing our time to understand what is most important to you, your family, and your specific situation. We then use our established process to build out your personalized strategy. We work closely with our clients' tax preparers and legal team to ensure we are all aligned in our advice. Education of concepts and the why behind what we are doing promotes financial literacy for my clients.
My Edward Jones career began in 2006, as a Branch Office Administrator and progressing on to becoming a Financial Advisor in 2013. I plan on being in this career for the next 25 years to help my clients achieve their long term goals. Education is key in my business both for you as well as myself. I obtained my QAFP™ on January 1, 2020 and my CFP® on May 1, 2022.
Growing up in Shellbrook, a small community north of Saskatoon, I was very involved in music, 4-H and our Travel Club. I believe that being raised in a small town and bringing those values into my business allows me to treat every client like they are family.
When I am not in the office, I spend my time with my husband, Andrew, our son Evans, and our families in Saskatoon and Shellbrook. We also have a seasonal site at Kipabiskau Regional Park where we enjoy camping, fishing, and boating. My other passion is travel. I have been to many places around the world and love to dive into the culture that presents itself around us.
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Divorce Finances
- Socially Conscious Investing
- Special Needs Financial Considerations
My Personal Interests
- Spending Time with Family
Phone NumberJudy Bray at (306) 955-4951
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