Life, Health, Disability and Travel Insurance representative. Exempt Market Dealing Representative through WealthTerra Capital.
Dan Houcher Financial Ltd. is a boutique office and is registered as an Exempt Market Representative located in the town of Stony Plain, Alberta. Dan Houcher represents investment opportunities through WealthTerra Capital Management Inc, an Exempt Market Dealer. 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 investment options so that together we can build strategies to meet your financial goals and you can feel good about the steps that you are taking.
We mostly utilize exempt market securities to provide clients with investments options outside of the stock market. Whether you are looking for long term growth, cash-flow, or tax efficient tools, meeting together is the first step. We will work with you, the individual, family, or corporation to determine the suitability of exempt market products for within your portfolio.
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