We provide financial advice that fits the way business owners really live and work. As business financial advisors based in Red Deer and serving Calgary, Edmonton, and towns like Olds, Rocky Mountain House, and Stettler, we understand the unique pressure and responsibility that comes with owning a business.

Whether you’re growing a startup, managing a mature operation, or planning your exit, we offer financial advice for business owners that brings together all the moving parts—taxes, investments, insurance, income, and succession—into a strategy that reflects your life and your goals.

Many of our clients are entrepreneurs who rely on us not just for numbers, but for insight. We get to know your business, your family, and the decisions that shape both.

Financial planning that grows with your business

  • Personal and professional lives in sync

    As a financial advisor for business owners, we help bridge the gap between your company’s needs and your personal goals. Whether it’s buying property, expanding operations, or supporting your family’s future, we make sure your financial plan works across every domain.

  • Tax and income strategies

    Business owners often have income from multiple sources—dividends, salaries, investments—and each comes with its own tax considerations. We help you create tax-smart strategies that maximize income while keeping more of your earnings where they belong: with you.

  • Risk and protection

    Every business faces uncertainty. That’s why we guide you through the insurance and risk management options that can help protect your team, your partners, and your financial future. A smart strategy means being ready—no matter what life throws your way.

  • Growth and investment alignment

    As your small business financial advisor, we help ensure your business decisions support long-term personal wealth. From investment planning to corporate structure, we align your business with a bigger vision for your future.

  • Succession planning

    Eventually, every business owner faces a transition. Whether you're passing the business to family, selling, or scaling down, we help structure your exit in a way that protects value and supports your next chapter.

Advice grounded in real relationships

We’re proud of the long-term trust we’ve built with entrepreneurs across Central Alberta. Our clients often call us their first point of contact for major decisions—because we take the time to understand what’s really at stake.

As financial advisors for entrepreneurs and business owners, Chris Thiessen and his team offer a deeply personal approach that reflects your values, not just your balance sheet.

Who we help

  • Entrepreneurs and founders managing complex financial lives
  • Family-run businesses navigating growth and transition
  • Incorporated professionals balancing income and tax
  • Owners looking for financial advice for small business owners
  • Leaders preparing for succession or retirement