At Giesbrecht & Associates, our focus is to provide Red Deer wealth management that integrates every part of your financial life into one cohesive plan. We combine advanced financial modeling, professional collaboration, and a family office-style approach to create clarity for people with complex needs. Every service we offer reflects our belief that your wealth should support your goals today and prepare you for tomorrow.
Retirement Planning
Retirement is the reward for years of dedication. Our approach to retirement planning begins with understanding what truly matters to you, whether that is financial independence, supporting your family, or creating a lasting legacy. Using advanced financial modeling, we help you understand how much you need, what your assets are worth, and what steps to take to secure your future. This clarity allows you to pursue the best retirement with confidence, supported by a strategy designed to evolve as your life does.
Tax Planning
Taxes touch every decision you make, which is why they are central to our approach. We integrate sophisticated tax planning strategies that balance personal and business considerations, helping you retain more of your wealth. By working closely with your accountants and lawyers, we ensure every decision is aligned and no opportunity is overlooked.
Investment Planning
Our disciplined investment philosophy leverages the expertise of IG Wealth Management’s investment team alongside global partners. As your advisors, we design portfolios that are built to match your goals and risk tolerance while adapting to changing markets. Whether you are growing your wealth, protecting what you have built, or funding future milestones, our investment planning process keeps your goals at the forefront. Every dollar is positioned with purpose as part of your overall financial plan.
Insurance Planning
Unexpected challenges can impact even the strongest financial plans. Insurance plays a vital role in building resilience. We help you develop a comprehensive insurance plan that includes life, disability, and critical illness protection. This ensures your loved ones and your business are protected, creating peace of mind that your wealth is secure no matter what the future holds.
Estate Planning
Your legacy deserves thoughtful preparation. Estate planning with Giesbrecht & Associates ensures that your wishes are carried out with care and precision. From wills and trusts to beneficiary designations, we help structure plans that minimize tax, protect your family, and ensure clarity for future generations. Our estate strategies are designed to support both your personal goals and the continuity of your business or professional practice.
Charitable Giving
Generosity can be both impactful and strategic. By incorporating charitable giving into your wealth plan, we ensure your values are reflected in your financial decisions. Whether through donations, foundations, or donor-advised funds, our strategies maximize both the benefit to causes you care about and the tax advantages available to you.
Intergenerational Wealth Transfer
The largest wealth transfer in Canadian history is underway, and preparation is essential. We help families begin the right conversations about inheritance, continuity, and values. With a younger, multi-advisor team, we are positioned to provide seamless guidance across generations, ensuring that both your children and grandchildren are supported by consistent, informed advice.
Post-Secondary Education Planning
Education is often one of the biggest financial commitments families face. We help parents and grandparents develop strategies, such as RESPs, to maximize government grants and align education savings with overall wealth goals. These strategies ensure that your family’s educational aspirations fit smoothly into your financial plan.