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Dan Houcher Financial Ltd

  1. Stony Plain
  2. Stony Plain Finance

Reviews, get directions and information for Dan Houcher Financial Ltd

Dan Houcher Financial Ltd

About

Life, Health, Disability and Travel Insurance representative. Exempt Market Dealing Representative through WealthTerra Capital.

Story

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.

Address: 4911 50 St, Stony Plain, AB T7Z 1T3, Canada
Phone: (780) 963-8945
State: Alberta
County: Division No. 11
City: Stony Plain
Zip Code: T7Z 1T3


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Reviews
I was very impressed when meeting Dan, his honest, fair and no pressure approach is refreshing. He is very knowledgeable! I would recommend anyone in need of his services to check him out!!
7 years ago (18-04-2018)
I really appreciated how well Dan listened when we bought Life Insurance from him and how he recommended a policy that worked for our family's needs. He explained the options and answered all our questions, and helped us navigate the many options. We have since also bought other products through him and we are confident that he is always willing to answer more questions as they come up. He always replies promptly and professionally, and is easy to approach and talk to as he is very knowledgeable in his field.
7 years ago (16-08-2017)
Dan shopped around across multiple insurance policies, just to be able to save me some money. He asked all the questions I had about critical illness insurance, and made sure I was getting the best deal.
7 years ago (25-04-2018)
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!
8 years ago (26-05-2017)
I used Dan Houcher financial for a group benefits package and was very impressed! So, much so that I referred him to my employees, and family to help with their needs. I would recommend him again and again.
8 years ago (18-05-2017)
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