Business Details
18 Years
experience
Your Trusted Financial Partner in Stony Plain, AB
At Dan Houcher Financial, we believe that effective financial planning is the foundation for achieving life's most important goals. Founded in 2008, our boutique firm in Stony Plain, Alberta, specializes in creating personalized strategies that protect families, prepare for retirement, and secure long-term financial stability. As a Certified Financial Planner (CFP) and Elder Planning Counsellor (EPC), Dan Houcher brings over two decades of experience to every client relationship, combining technical expertise with a deep commitment to understanding individual needs. Our independent broker status allows us to offer unbiased solutions across life insurance, critical illness coverage, disability protection, and investment planning. We work collaboratively with accountants and legal professionals to ensure comprehensive corporate financial strategies while serving individual clients from 18 to 82 years old.Our process emphasizes transparent communication, tailored education, and ongoing support to help clients navigate complex financial decisions with confidence. With licenses in Alberta, British Columbia, and Manitoba, we serve both personal and corporate clients through face-to-face meetings, virtual consultations, and phone support. Our team's dedication to community is reflected in our local roots, having raised five children on an acreage in Parkland County. By maintaining strong ethical standards and prioritizing client interests, we've built lasting relationships evidenced by numerous client testimonials praising our responsive service and personalized approach.
Services
Financial Planning
Life Insurance
Retirement Planning
Health Insurance
Estate Planning
Investment Strategies
Disability Coverage
Group Benefits
Mortgage Insurance
Travel Insurance
Details
- Year established: 2008
Highlights and features
- We offer personalized financial strategies based on 20+ years of local experience
- Our CFP certification ensures adherence to highest industry standards
- Independent broker status provides unbiased product comparisons
- Specialized elder planning expertise for senior-focused financial solutions
- Proven track record of client satisfaction with transparent communication
Associations and certifications
- CFP (Certified Financial Planner)
- EPC (Elder Planning Counsellor)
What people say
Honest unbiased advice
Knowledgeable and professional
Never made us feel pressured
Prompt communication
Truly has your best interests
Services
Financial Planning
Comprehensive financial roadmaps tailored to individual and corporate goals. Our CFP professionals analyze current assets, future objectives, and risk tolerance to create actionable plans. Services include retirement projections, tax-efficient strategies, and intergenerational wealth transfer solutions.
Life Insurance
Custom life insurance solutions protecting families and business interests. We compare term, whole life, and universal policies from top carriers to match client needs. Specialized elder planning ensures legacy protection while addressing long-term care requirements.
Retirement Planning
Holistic retirement preparation assessing RRSP, TFSA, and pension optimization. Our experts model various withdrawal scenarios to ensure sustainable income streams. We integrate estate planning elements to preserve wealth for beneficiaries.
Health Insurance
Group and individual health benefit solutions including dental, vision, and prescription drug coverage. We specialize in Health Spending Accounts (HSAs) for businesses and travel insurance for active lifestyles.
Estate Planning
Integrated estate strategies minimizing probate fees and tax liabilities. Working with legal professionals, we coordinate wills, trusts, and power of attorney documents to ensure smooth asset transition according to client wishes.
People
Dan Houcher
Certified Financial Planner
With over 20 years in financial services, Dan Houcher combines CFP and EPC designations to create personalized solutions. He specializes in retirement strategies, elder planning, and business succession while maintaining licenses in three Canadian provinces.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement strategies, life insurance, estate planning, investment management, and business succession planning tailored to individual and corporate needs.
Are you licensed to work with clients outside Alberta?
Yes, Dan holds financial licenses in Alberta, British Columbia, and Manitoba, allowing service to clients across these provinces through virtual and in-person consultations.
What makes your insurance approach different?
We focus on customized protection strategies rather than products, comparing multiple carriers to find optimal coverage while explaining complex options in clear, client-centered terms.
How do you handle ongoing client relationships?
We emphasize continuous support through regular reviews, adapting plans to life changes, and maintaining open communication via preferred client channels.
Can you help with corporate financial planning?
Yes, we collaborate with business owners' existing accountants and legal advisors to develop corporate investment strategies, group benefits, and succession plans.
What experience do you have with senior clients?
As an Elder Planning Counsellor, Dan specializes in addressing seniors' unique needs, including long-term care planning, estate preservation, and intergenerational wealth transfer.
Reviews (6)
Laurie Thibert
Nov 21, 2021
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Positive:Professionalism
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.
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.
Nurudeen Sani
Oct 03, 2021
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I saw so many people talking about a lady called Mrs Brenda and i kept wondering if she is really an expert trader like they say and not a scammer like the others, then i contacted her and i was shocked and amazed that with just $1000 i invested, Brenda helped me managed my account and after 7 days of trading, i made my first withdrawal of $12,900. I’m so happy sharing this testimony with you all, you can contact her via WhatsApp or email and make good profit WhatsApp: +1 (805) 491-5639 Email: brendawilliam784@gmail.com.
Barbie DeGagne
Jul 02, 2021
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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!
Nakiseka Sam
May 09, 2020
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Hello , l hope your doing well, am from Uganda Kampala, am doing Minirels Mining, business, l am looking, for a market, or the buyers of gold, pls , can you connect me to the buyers, ? in your country or… any where in the world for international business . if you are interested contact me with my WhatsApp number +256703986032 we have 22 carats which is 97.6% purity and also when we agree we can supply any customer after covid19 becomes cools down ,every much. I will appreciate your reply thanks.,
Jordan Ceh
Oct 08, 2018
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Never once have I felt pressure from Dan to invest in one of his exempt market products or purchase insurance through him. He has my family's best interests at heart and help me make informed decisions about our financial future.
Kelly J. Rose
Aug 10, 2018
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I am the type of person who hates insurance; I feel that it's not an investment, it's a gamble, specifically on the fact that eventually I'll get hurt or die. Both things I don't really want to be looking forward to. I have a reasonable life insurance policy, for my family's sake, but I never really looked into it beyond that.
Dan changed all of that for me. I know with my business and my role in it that if I got sick or injured, it would be quite a difficult time for the company to find someone to handle all of the work I do. So, like with my family, I wanted to ensure that my clients were also
Dan changed all of that for me. I know with my business and my role in it that if I got sick or injured, it would be quite a difficult time for the company to find someone to handle all of the work I do. So, like with my family, I wanted to ensure that my clients were also
