Wendy Olson Brodeur

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Wendy is a Certified Financial Planner CFP, Chartered Financial Divorce Specialist CFDS, Registered Family Mediator RFM, specializing in holistic financial planning for clients getting married, going through a separation or filing for a divorce. We offer "Fee for Service" or "Fee based", financial advice, financial planning, investment management and mediation in the Calgary area.

Wendy is passionate about educating, enriching, and empowering the people she serves. Her experience with life and business, her education, and her compassion brings the essence of Wealth Wellness in all she does to help her clients, families and business owners.

Wendy’s passion, experience, knowledge, and respect in the financial industry spans 25+ years. Wendy truly cares about her clients. She loves the intensity of the work she does as it can be very rewarding and fulfilling. Her testimonials speak to that.

Wendy is married to Richard and they are blessed with two adult children. They have lived in Calgary most of their lives. Skiing, golfing, traveling and cooking are some personal passions. Giving back is important and to that end, it`s about helping women and children in need that ignites the fire in Wendy.

Contact Info

Company: Wealth Wellness

Phone: (403) 873-0292

Email: wendy@wealthwellness.ca

Website: www.wealthwellness.ca


Good evening Dorothy I just wanted to take a moment to get back to you on how Womanition has made a difference in my life. As I’ve shared with you previously I know that my business would not be where it is now if not for Womanition. This next part is between you and I. In my first year in Edmonton (4 years ago) I had 15 clients all year and barely made 15,000. Now only 4 years later I’ve hit six figures with 4 part-time staff and I’m already sitting at 20 clients for 2019. I’m also moving into a new location next week that is a store front with 600 sq ft. I’m so excited. So what made the difference in the past 4 years? Womanition! Trust me when I say everything I needed to know about growing my business I learned by attending Womanition Luncheons and Bizbrigades. Even today I met a new client and she mentioned Dorothy Briggs and Donna Worthington and how wonderful you both had been in supporting a charity event she held. My parents told me growing up that you are known by the company you keep and I believe that is part of the successful formula that is Womanition! I have done business with many members and I collaborate with many of the ladies from Womanition and I love introducing women to the group as well. Because I know what it can do for someone’s business. I have made some wonderful friendships that continue to bloom and enrich my life. Barely a day goes by where I don’t talk to someone who I met through the Womanition Group. When I moved to Edmonton in 2014 I didn’t know anyone! Of course, many of the members of the Senior Solutions Team are women who I met through Womanition and it brings so much credibility to potential clients and members of our team when I can point out so many members in the magazine. I really can’t even express how much being part of Womanition has meant to me. It has changed my life!! Smiles and blessings to you always Dorothy -Karen Murdock


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