At Thiessen & Associates Private Wealth Management, investment planning isn’t just about returns—it’s about alignment. Your investments should support every aspect of your financial life, from retirement and tax strategies to estate planning and family goals. That’s why we develop deeply integrated investment plans, tailored to your values and ambitions.
Your investments, your story
We start with what matters: your story. Whether you're looking for freedom, security, or legacy, your investment plan should reflect what drives you. Our approach to investment planning begins with understanding what success looks like to you. As your investment advisor, we create a dynamic, flexible plan that grows and evolves with your life.
Tax-smart investing
The more you keep, the further your money goes. That’s why tax efficiency is central to our investment planning approach. We apply strategies that minimize tax impact—timing withdrawals, allocating assets effectively, and using credits wisely. Our high-net-worth investment advisors know how to structure portfolios so your money works for you, not the taxman.
Alternative investments for high-net-worth clients
Not every solution lives on the stock exchange. For clients seeking additional growth or diversification, we explore alternative investments for high-net-worth individuals—including private equity, real estate, and other non-traditional assets. These options can play a valuable role in balancing volatility, enhancing returns, and opening new opportunities.
Investing with purpose
Today’s investors want more than performance—they want purpose. Whether it’s ESG-focused investing or supporting causes close to your heart, we help align your wealth with your values. As one of the trusted high-net-worth investment firms in the region, Thiessen & Associates ensures your capital creates both growth and impact.
Partnership with purpose
Clients stay with Thiessen & Associates because we treat investment planning as personal. Our team builds lasting relationships rooted in trust, care, and proactive advice. We know when a market shift matters to your goals, and we’re always ready to adjust. When life changes, your plan shifts with it—and we’re there to guide every step.
Trusted in Central Alberta
We focus on individuals. Our clients span business owners planning exits, retirees seeking peace of mind, and high-net-worth families focused on the next generation. We listen first, strategize second, and act with precision. Our Red Deer team is deeply local and fully invested in the success of the people we serve.