Meet your instructor
Judith Mewhort BBA, CFP, CLU is the Managing Partner of Montridge Advisory Group Ltd., an independent employee benefits consulting firm which supports small and mid-sized businesses in caring for the physical, emotional, and financial well-being of their employees. Prior to helping found Montridge in 1997, Judith worked for one of Canada's largest insurers. During the early years of Montridge, she focused on providing financial planning and investment services with a focus on tax and estate aspects Today, she specializes in the areas of employee retirement plans, executive benefits and business continuation planning. She is a member of ISCEBS, CPBI, FPCanada (formerly the Financial Planners Standards Council), and the CLU Institute, and speaks on her topics of expertise to employer and HR groups. Judith is also an active member of several community groups.