We are Metzger Group Private Wealth Management, and we focus on helping clients in Red Deer, Alberta 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.

With 35+ years of financial planning experience behind us, our team will help you build confidence in your future as we aim to protect and manage your wealth. Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, we will strive to ensure that each part of your financial plan is synchronized with the others.

We will achieve this through accountability, a collaborative approach, and our commitment to provide a superb client experience. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.

Meet our team

Ryan Metzger
Executive Financial Consultant

As a CERTIFIED FINANCIAL PLANNER® professional, I specialize in high net worth portfolio management, providing sound...

Greg Swenson
Senior Financial Consultant

Greg received his education at Cornell University, and after graduation he spent time in New York City working as a...

Frank Somer
Associate Consultant

Frank is a home grown Red Deerian. He loves this town and its people. Seeing peoples’ financial dreams come true is a...

Michael Salmon
Associate Consultant

Michael started in the financial industry in 2016 working with a major Canadian bank. He continued his journey through...

Jillian Vukovich
Division Manager

Jillian entered the financial industry in 2011 fresh out of Western University where she studied psychology. She joined...

Julie Smith
Executive Assistant

Julie joined IG Wealth Management in early 2018, with a background as a Customer Service Representative and an Executive...

Executive Assistant

Joanne joined IG Wealth Management in the summer of 2023. She comes to us with an extensive background in banking...

Marketing Coordinator

Dianna moved to Red Deer in 2004 to attend Red Deer College and complete her Hospitality and Tourism Diploma. She...

Access to experts

IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.

The Advanced Financial Planning team is led by the following individuals:

Regional financial specialists

Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.

Awards & recognition

Our team is proud to have been recognized for our efforts on behalf of our community and our clients with the following awards:

President's Elite

Top 1% of IG Consultants based on new business

President’s Club
(2015-16, 2022)

Top 3% of IG Consultants based on new business

Red Deer Office Financial Planner of the Year

Most inclusive financial planning practice in the IG Red Deer office

In the Media

For all media inquiries and bookings for speaking engagements, please contact us at ryan.metzger@igpwm.ca.

Featured media coverage

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