Welcome to Metzger Group Private Wealth Management
We focus on helping clients in Red Deer and surrounding areas preserve, grow and make the most of their wealth. We are professionals in investment planning, tax and estate planning, business and succession planning, and charitable giving. We look forward to putting that experience to work for you.
Who we help
Our team focuses primarily on the needs of executives, business owners / entrepreneurs and pre-retirees / retirees. We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 19 years combined experience in financial services, and our experience is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
Ryan Metzger is my advisor and has been for quite some time now. I really want you to know how much I appreciate his kindness, thoughtfulness, diligence and integrity. I have complete faith in him to help me as my consultant.
We have been with Frank and Metzger Group for over 10 years and have been extremely happy with their professionalism. Frank has provided us with good advice and realistic options for our investments and retirement plans. We review our plan annually and they are always advising on the best tax strategies, as well. When we call and need to make a change to our plan, we get prompt service so that we can stay on track with our goals.
Curtis & Tracy
Ryan and his team provide exemplary advisory and management services for both our personal and business portfolios. His professionalism and knowledge of the industry continues to exceed our expectations.
Fred and Teresa