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
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!
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 (9)
X. C.
Dec 31, 2021
Report
Laurie Thibert
Nov 21, 2021
Report
Nurudeen Sani
Oct 03, 2021
Report
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
Report
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
Report
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
Report
Kelly J. Rose
Aug 10, 2018
Report
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
Lawrence Roberts
Jan 02, 2018
Report
Corey Hill
Aug 13, 2017
Report
I have used Dan for my own needs of life insurance, disability, etc. as well as I have referred numerous clients and friends to him. The experience has been the same each time: amazing! Dan is one of the most caring and honest people I have met. I trust him with all my insurance and investment needs and I would highly recommend you do the same!