At Thiessen & Associates Private Wealth Management, tax planning is about creating long-term clarity, reducing stress, and helping your wealth go further. Based in Red Deer and serving families and business owners across Central Alberta, Calgary, and Edmonton, we help you minimize tax with proactive, personalized strategies.
We focus on corporate tax planning, tax reduction, and high-net-worth tax planning. Our clients range from business owners managing growth to retirees balancing income streams. No matter the stage of life or business, our tax planning approach gives you the confidence that your wealth is working for you.
Built on relationships, driven by strategy
At the heart of our work is a commitment to understanding your story. Clients stay with Thiessen & Associates for decades because of the trust and connection they’ve built with Chris Thiessen and his team. This personal approach gives us the insight to offer tax strategies that reflect your real-life needs.
We work with a selective group of clients to ensure every tax planning conversation is deep, thorough, and completely tailored. Whether you’re navigating capital gains tax planning strategies, preparing for succession, or optimizing income across accounts, our work is aligned with your values and long-term goals.
Corporate tax planning for clarity and growth
The right business structure makes all the difference. We help business owners across Central Alberta choose and refine their approach—from incorporation to compensation to succession.
- Smart corporate structures to improve flexibility and minimize tax
- Salary and dividend planning that aligns with long-term goals
- Business succession plans that protect your equity and reduce tax friction
Reducing tax across generations
For high-net-worth individuals and families, tax planning extends beyond annual returns. It touches every major decision—gifting, estate plans, capital gains, charitable giving, and trusts. Our high-net-worth tax strategies ensure that more of your wealth supports your family, not the tax system.
We help clients use tested approaches like:
- Intergenerational transfers
- Strategic giving
- Capital gains tax planning strategies
- Income splitting and withdrawal timing
Our goal is to preserve your legacy while reducing exposure to unnecessary tax liabilities.
Designed for Alberta’s business owners
Many of our clients are entrepreneurs looking for the best small business retirement plans or business retirement plans that align with their tax situation. We integrate retirement planning with tax planning so your transition is both financially sound and tax efficient.
We also support:
- Tax planning for business owners nearing retirement
- Tax planning for high-net-worth individuals building multi-generational plans
- Strategies to minimize tax without compromising on lifestyle goals
Real planning for real life
Whether you’re selling a business, growing your investment portfolio, or preparing to transfer wealth, we help you stay ahead of the shifting tax landscape. Our team monitors changes in legislation so we can adjust your plan with confidence.
When clients call us—whether from Edmonton, Stettler, or down the street in Red Deer—it’s because they know they’re going to get thoughtful, proactive answers. And they know we care about more than the numbers—we care about them.