Thiessen & Associates Private Wealth Management
A legal & financial in Red Deer — personal and approachable rather than corporate.
Care that adapts as needs change.
Retirement and estate planning.
Ask for a clear retirement readiness review early — clients say it provided confidence they lacked elsewhere
personal and approachable rather than corporate
What families look for first.
Who this may be right for.
Good fit for
- Retirement and estate planning
- Pension management and investment growth planning
Ask first if
- Affiliated with IGPWM; multiple advisors on the team including Chris Thiessen and Paul Rundle
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
Questions families actually ask.
What types of financial planning does Thiessen & Associates specialize in? +
Reviewers highlight retirement planning, estate planning, pension management, and both short- and long-term investment advice as core services. The firm works with clients across a range of investment goals and experience levels.
How long have clients typically worked with this firm? +
Several reviewers mention working with Thiessen & Associates for six or more years, suggesting the firm builds long-term advisory relationships rather than one-time consultations.
Is it easy to get questions or concerns addressed? +
Multiple clients note that advisors make time to address concerns and communicate in a way that is easy to understand, describing the experience as personable and approachable.
Can Thiessen & Associates help if I'm unsure whether I have enough saved to retire? +
Reviewers specifically mention arriving without a clear retirement timeline and leaving with a concrete plan and confidence about when and how to retire. The firm appears experienced in helping clients assess retirement readiness.
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