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 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.
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.
Services
What We Do
Report
We want to help you plan for the best of times and prepare you in case there are the worst of times. We'll help you protect your family and your assets, plan for a worry-free retirement, your kids' post-secondary education, and your dreams. Insurance is a way to Protect Your Lifestyle. We are accustomed to the things we do from day to day and for fun!
What Makes Us Tick
Report
Dan Houcher Financial was founded in 2008 with an office in downtown Stony Plain. Dan is a Certified Financial Planner (CFP)and also holds the Elder Planning Counsellor (EPC) designation in order to better serve seniors. As an independent broker, he holds Life and Health Insurance as well as Investment licenses.
Reviews
Be the first to review Solid Exempt Market Solutions.
Write a Review
