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.
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Meet with Dan
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.
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June 8, 2021 - Over a period of some six years, my insurance and financial advisor initiated only one contact directly with us. Any other time there was contact, we initiated it and during the meetings he seemed eager to get us out of his office as quickly as possible. I was introduced to Dan Houcher not quite a year ago. During our initial face to face meeting, he struck me as sincere, professional, and genuinely interested. He has taken the time needed in our meetings and never seemed in a hurry to get us out the door. We have since appointed Dan as our agent for our policies and accounts, and have had much better service in the past six months than in the previous six years. We trust Dan implicitly and are very pleased with him as our agent and advisor.
June 23, 2021 - Dan was highly recommended by community members on a Facebook group, I felt at ease immediately when I spoke to him on the phone. I felt even better after I had a meeting with him. He took the time to have a conversation and get to know me and what my needs were. He explained all of the options very clearly and I left there feeling like he actually cared about me! Everything was done smoothly and quickly, highly recommend Dan!
July 23, 2021 - We have been working with Dan Houcher for the past two years. He was recommended to us by a friend. I am so glad that they shared his name with us. My husband and I needed help to plan for our future and come up with a solid financial plan. Dan was so easy to work with. He took time to listen to where we were at and where we wanted to go. He listened to our ideas and gave great insight and direction. He was not pushy at all and provided us options. I am confident that now our money works for us and not the other way around. Thanks Dan!
December 1, 2021 - I can not say enough great things about Dan. He is so professional, responds to any questions immediately. I have referred many friends to Dan and will continue for a long time. If your looking for a financial guy, look not further.
December 1, 2021 - Through out the entire process of us getting life insurance, Dan was prompt to return calls, he communicated very well and he had solutions to possible issues set up before we even met with him. He is highly professional, and makes navigating the world of finances and insurance easy. I would highly recommend Dan to my family and close friends!