At Thiessen & Associates Private Wealth Management, we create retirement planning strategies that help you move into your next chapter with clarity and confidence. Based in Red Deer and serving Calgary, Edmonton, and rural communities across Central Alberta, we specialize in helping small business owners, professionals, and families prepare for retirement on their terms.

Our clients come to us during big transitions—selling a business, stepping back from day-to-day operations, or thinking about income sustainability. We bring a calm, thoughtful approach to retirement that reflects your priorities and supports your long-term vision. Every decision we make together is part of a bigger plan that helps you enjoy your wealth, preserve it, and pass it on with purpose.

Pension planning that fits your future

Elder woman having a cup of coffee

Pension planning plays a critical role in securing your income during retirement. We help you understand how to maximize pensions and ensure that they work in harmony with your other assets. For many of our clients, pensions are just one piece of a larger puzzle that includes RRIFs, taxable accounts, and business equity. We organize these moving parts into a simple, streamlined plan that evolves with you.

Navigating transitions with confidence

Retirement often follows a major life event—selling a company, changing careers, or downsizing. These moments can feel uncertain, especially when they affect income, taxes, and investment priorities. We’re here to make those decisions feel manageable and meaningful.

We guide you through the shift from accumulation to decumulation, helping you draw sustainable income and protect against tax erosion. Our retirement plans are built to adjust as life changes, always supporting your goals and giving you flexibility when you need it most.

Small business retirement plans

You’ve built a business with care—now it’s time to make sure that success supports your next stage of life. We help clients explore the best retirement plan for a small business owner by evaluating income sources, tax strategies, and personal goals. Whether you're considering Individual Pension Plans, RRSPs, or corporate savings, we design small business retirement plans that fit the unique structure of your life and work.

Our team focuses on integrating your business and personal finances so that your business retirement plans align with your lifestyle today and your legacy for tomorrow. We understand the needs of the entrepreneurial community and the practical realities of long-term planning.

If you’re looking for the best retirement for small business owners in Red Deer and beyond, we bring deep knowledge, personal insight, and clear strategy to every conversation.

Elder store owner

Planning that grows with you

Your retirement isn’t a fixed destination—it’s an evolving journey. We build plans that are flexible, allowing you to pursue new passions, support your family, or give back to your community. We also make sure your investment portfolio continues working for you after you stop working, with strategies that reflect your risk comfort and income needs.

Many clients looking for the best small business retirement plans want to know they can enjoy their wealth now while protecting it for the future. We make sure every dollar supports that balance.

Who we help

Our retirement planning services support:

  • Entrepreneurs seeking clarity around small business retirement plans
  • Clients looking for the best retirement plans for small business owners
  • Professionals navigating pensions, RRSPs, and business transitions
  • Families managing intergenerational wealth and estate goals