Your financial needs change over time
We will work with you to make a plan for your preferred future and be there for you along the way to provide ongoing advice and consultation.
Dan Houcher Financial Ltd. is a boutique office located in Stony Plain, Alberta.
Dan Houcher is a CFP (Certified Financial Planner) as well as an EPC (Elder Planning Counsellor). He holds Life and Health Insurance as well as Investment licenses. We believe that when we work with you it is important to get to know you, our client, and for you to get to know your financial options so that together we can build strategies to meet your goals and you can feel good about the steps that you are taking.
Our Process
Face to face, online or phone calls are ways to connect and start, build and continue the relationship so you can feel comfortable with who you are dealing with on your financial journey.
Life Insurance
Are you looking to for a quick insurance application to cover your mortgage? This is the place.
Health & Dental Insurance
HSA (Health Spending Account)
Travel Insurance
Advantage Savings Account
Mortgages
Having an initial conversation allows you to begin to know if Dan is the right fit for you moving forward. It is free to ask him questions, so call him up.