Thiessen & Associates Private Wealth Management
Thiessen & Associates is a Red Deer-based financial planner offering family office-style private wealth management with expertise in estate and legacy planning, tax optimization, and retirement planning. They serve individuals, families, and business owners across Central Alberta
- Emphasis on tax & financial planning
- Long-standing local firm
- Trust & estate focus
- 6 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Thiessen & Associates is a Red Deer-based financial planner offering family office-style private wealth management with expertise in estate and legacy planning, tax optimization, and retirement planning. They serve individuals, families, and business owners across Central Alberta with integrated financial strategies that include wills, trusts, and tax-efficient wealth transfer.
Ask for a clear retirement readiness review early — clients say it provided confidence they lacked elsewhere
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 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
In their own words.
“Everyone one on the team is very knowledgeable, professional and friendly. Great experiences through multiple years of service and will continue to work with them.”
“Chris and his team have been great to work with and have helped immensely with my retirement and estate planning.”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Red Deer providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Thiessen & Associates Private Wealth Management · this provider | 6 | 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 | — |
| Giesbrecht & Associates - IG Private Wealth Management | 117 | 5.0 | Tax & Financial Planning |
| Warren Sinclair LLP | 114 | 4.3 | Wills & Estates |
| Johnston Ming Manning LLP | 92 | 4.4 | 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.
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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