At Giesbrecht & Associates, we understand that tax planning is central to protecting and growing your wealth. Based in Red Deer and serving Central Alberta communities (from Stettler to Rocky Mountain House and Edmonton to Calgary), our role is to create strategies that minimize tax and maximize opportunity. With a focus on business owners and high-net-worth families, we deliver clarity through advanced modeling, direct collaboration with your accountants and lawyers, and a private family office-style approach that supports every detail of your financial plan.
Smart Strategies to Minimize Tax
Tax planning is about making every decision with intention. From personal returns to corporate tax planning, we design solutions that ensure every dollar is working toward your goals. By identifying overlooked opportunities, we deliver measurable results that minimize tax and protect your wealth.
Corporate Tax Planning for Business Owners
As fellow business owners, we know the complexity of managing both personal and corporate finances. Business retirement plans, succession strategies, and compensation structures all come with tax implications that affect your bottom line. Our role as advisors is to provide clear guidance, helping you balance salary versus dividend decisions, structure your business efficiently, and prepare for transitions with minimal tax friction. We integrate corporate tax planning directly into your overall wealth strategy, ensuring your business and personal goals are always aligned.
High-Net-Worth Tax Planning
Families with significant wealth face unique challenges that require specialized advice. We provide high-net-worth tax planning designed to protect multi-generational wealth while anticipating future needs. Our retirement and estate projections give clarity on how to minimize tax over a lifetime, while our philanthropic strategies ensure your values are reflected in your plan. Whether it is tax planning for high-net-worth individuals, structuring inheritances, or navigating complex estates, our advice is built for continuity and long-term success.
Capital Gains and Retirement Strategies
Capital gains tax planning strategies play a critical role in both retirement and investment planning. We help you balance withdrawals, restructure portfolios, and identify opportunities to minimize tax impact while maintaining steady income. For those nearing retirement, we design decumulation strategies that protect cash flow and reduce tax exposure, ensuring your wealth continues to support your lifestyle without unnecessary erosion. These strategies are an essential part of retirement planning for high-net-worth individuals and business owners alike.
Clarity Through Advanced Financial Modeling
Precise numbers bring peace of mind. With a dedicated modeling specialist on our team—holding a master’s degree in financial modeling—we provide detailed projections for retirement, estate, and business valuations. This depth of analysis ensures that tax planning strategies are built on rigorous data, giving you a clear path forward. For business owners, professionals, and high-net-worth families, this clarity is invaluable.
Confidence for Today and the Future
Taxes may be inevitable, but how you plan for them is a choice. At Giesbrecht & Associates, we provide tax planning that minimizes tax, safeguards wealth, and supports both your personal and professional goals. Our strategies provide confidence, clarity, and control over the future. This is tax planning that turns complexity into opportunity and delivers the peace of mind you deserve.