Trusted advice for high-net-worth portfolios
Whether you’ve built a high-net-worth portfolio through years of entrepreneurship, agriculture, executive work, or family planning, we offer guidance that’s designed around your life.
We work with a select group of clients across Red Deer, Calgary, Edmonton, and Central Alberta, including Olds, Rocky Mountain House, and Stettler. Our team provides some of the best high-net-worth wealth management services in Red Deer, with planning that includes tax strategy, investment alignment, succession support, and insurance protection.
Business owners and entrepreneurs
Many of our clients are business owners who have spent decades growing something meaningful. Whether you're planning to sell, transition ownership to the next generation, or simply want a more coordinated approach to managing your personal and business finances, we can help.
We’re here to make sure your high-net-worth portfolio supports your life now—and the legacy you’re building.
Pre-retirees and retirees
You’ve spent years saving, investing, and working hard. Now it’s time to turn that momentum into a retirement plan that gives you clarity and peace of mind. We help individuals and couples in Red Deer and across Central Alberta prepare for the future by managing cash flow, taxes, estate planning, and income sustainability.
As financial advisors for high-net-worth families and professionals, we’re focused on ensuring your wealth does more than sit in accounts—it becomes a tool for enjoying life and supporting the people you care about most.
Farm families and multigenerational households
In Central Alberta, agriculture is a legacy. We help farming families protect what they’ve built, transition wealth across generations, and plan for the financial complexity that comes with land, succession, and lifestyle decisions.
Whether you’re preparing your children to take over the farm or looking to diversify your high-net-worth portfolio, we bring local insight and personalized planning that respects your history and your future.
Executives and professionals
High-earning professionals face unique planning challenges: tax exposure, pension choices, benefit integration, and long-term wealth growth. Our team has helped corporate leaders across Red Deer and the region align short-term decisions with long-term goals.
We work with executives who want strategic insight, straightforward advice, and a collaborative planning approach. If you’re looking for the best financial advisors for high-net-worth decision-makers, we offer the structure and experience to support your evolving life.
High-net-worth families
Thiessen & Associates helps high-net-worth families turn wealth into purpose. We design multi-generational plans, integrating estate, trust, and gifting strategies with tax-efficient investing.
Clients rely on proactive, responsive guidance through milestones and transitions. The result: a clear, sustainable plan that protects relationships, preserves legacy, and builds confidence across generations.