As an executive, you’ve built your career through leadership, strategy, and decisive action. But when it comes to managing your own finances—compensation, taxes, pensions, and investments—the complexity can feel overwhelming. At Thiessen & Associates Private Wealth Management, we specialize in financial planning for executives, helping high-performing professionals across Red Deer, Calgary, Edmonton, and Central Alberta bring clarity and direction to their financial lives.

Many of our clients are executives navigating the pressure of demanding roles while thinking ahead to retirement, family needs, or a slower pace. We provide calm, personalized financial advice that gives you control and confidence—so your success supports not just your career, but your life.

Personalized planning for professionals who lead

  • Everything working in sync

    From stock options and bonuses to pensions and corporate savings, your compensation is layered. As your executive financial planner, we help you understand how each element fits together and how to use them to your advantage. Our job is to simplify the complexity—so you can focus on what matters most.

  • Tax-smart decision making

    The more you earn, the more strategy matters. We design tax-efficient plans that help minimize what you owe while supporting short- and long-term goals. Retirement accounts, corporate benefits, charitable giving, income timing—we bring it all together into a clear, cohesive strategy that reflects your priorities.

  • Planning your next chapter

    Whether you’re planning for retirement in five years or stepping back gradually, our financial planning for executives is designed around your vision. We’ll help you map out when to retire, how to draw income, and what your wealth can support—so you move forward with confidence.

A trusted advisor for life’s big decisions

Thiessen & Associates is proud to be based in Red Deer and serve executives across Central Alberta, from major cities like Calgary and Edmonton to communities like Olds and Rocky Mountain House. Our clients often tell us their first meeting brought a sense of relief—because, for the first time, they could see how everything connects.

We work with a selective group of clients to ensure every plan is tailored, personal, and proactive. Many of our executive clients call us before making any major move—because they trust us to listen carefully and offer the kind of insight that reflects their values, not just their finances.

How we help executives

  • Clear strategies for compensation, stock options, and pensions
  • Tax planning tailored to high-earning professionals
  • Retirement and transition planning
  • Charitable giving and legacy design
  • Investment planning that evolves with your career
  • Coordination of personal and corporate wealth
  • Risk management and benefit optimization

Who we work with

  • Executives at the peak of their careers
  • Professionals approaching early retirement or career transition
  • Dual-income families with layered compensation
  • Senior leaders in private or family-owned businesses
  • Clients seeking personalized, responsive financial advice