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.
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.