Judith Fulton, CA, R.F.P., CFP, TEP
Senior Consultant, Calgary
E: jfulton@tewealth.com
D: 403-538-3799
Office:
Western
645 – 7th Avenue SW
Suite 2400
Calgary, AB T2P 4G8
T: 403-233-8370
F: 403-262-8789
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About Judith
Judith Fulton knows what sound financial planning can achieve. Since joining T.E. Wealth in 1997, she has helped her large group of clients with a wide range of financial planning and asset management goals. Like many of her clients, Judith has personally experienced the transition from building wealth and security to achieving financial independence. Although her own retirement is still several years in the future, she sees that planning for an independent and lengthy retirement is a key challenge for people today. About one-third of Judith’s clients have already made a successful transition from working life to a secure retirement thanks to her expert guidance.
Judith spent the first 20 years of her career working as a Chartered Accountant for an international accounting firm, originally focusing on corporate and small business clients. A shift to private client business revealed her talent for personal financial planning and an opening at T.E. Wealth provided the opportunity to work with a team of dedicated experts solely focused on personal wealth management. Committed to always doing what’s right for her clients, Judith thrives on sorting out a client’s financial situation to bring clarity to his or her financial goals and providing the steps and strategies that will make these goals a reality.
