Giesbrecht & Associates - IG Private Wealth Management
Giesbrecht & Associates is a Red Deer-based financial advisory firm specializing in private wealth management for business owners, high-net-worth families, and professionals, with explicit services in estate planning, tax planning, and intergenerational wealth transfer. The team
- Emphasis on tax & financial planning
- Trust & estate focus
- 117 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Giesbrecht & Associates is a Red Deer-based financial advisory firm specializing in private wealth management for business owners, high-net-worth families, and professionals, with explicit services in estate planning, tax planning, and intergenerational wealth transfer. The team coordinates directly with lawyers and accountants to deliver comprehensive financial and estate planning strategies.
Team will help executors navigate estate steps even if the estate is modest
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
Who this may be right for.
Good fit for
- Retirement planning and estate settlement support
- Executor guidance after a loved one's passing
- Long-term retirement savings with ongoing portfolio reviews
Ask first if
- Team occasionally meets with non-clients to provide guidance even when services aren't the right fit
- Spouse loss
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Red Deer families.
Red Deer, AB
Compare with similar Red Deer providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Giesbrecht & Associates - IG Private Wealth Management · this provider | 117 | 5.0 | Tax & Financial Planning |
| JD Law - Christopher Stephan, JD, LL.B., MBA | 326 | 5.0 | Wills & Estates |
| Advocate Law - Red Deer Criminal Trial Defence Lawyers | 195 | 4.9 | — |
| Warren Sinclair LLP | 114 | 4.3 | Wills & Estates |
| Johnston Ming Manning LLP | 92 | 4.4 | Wills & Estates |
| Kensian & Associates (formerly Vesta Law) | 75 | 4.5 | Wills & Estates |
Based on Google review counts and ABSeniors data for legal & financial in Red Deer. Verify current details with each provider.
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Get my top matches →Questions families actually ask.
Can Giesbrecht & Associates help a family member who has just been named executor of an estate? +
Yes — multiple reviewers describe receiving step-by-step executor guidance from Nathan and his team after a parent or spouse passed away. The team has helped families locate investments, understand their legal role, and connect with other relevant professionals.
Do they work with clients who are just starting out financially, or only those with large portfolios? +
Reviewers indicate the team works with clients at various stages, including those going from no plan to financial stability. Several reviews mention they sat down with people who were not yet established clients or had smaller estates.
How long do clients typically stay with this firm? +
Several reviewers mention relationships spanning 5, 10, 20, or even 25 years, suggesting strong long-term client retention.
What areas of financial planning does the team cover beyond just investments? +
Reviewers mention that the team addresses investments, life insurance, tax-saving strategies, short and long-term goals, will planning, and estate planning as part of a comprehensive financial approach.
How responsive is the team when clients have questions between scheduled reviews? +
Multiple reviewers highlight that team members like Ryker, Devon, and Nathan are consistently available for questions outside of scheduled meetings, including last-minute inquiries throughout the year.
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