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
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.
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:
Top 1% of IG Consultants based on new business
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