Dan Houcher Financial Ltd
Dan Houcher is a CFP and Elder Planning Counsellor offering financial planning, insurance, and investment services in Stony Plain, Alberta. He provides face-to-face, online, and phone consultations with an emphasis on personalized service and understanding client goals.
- Emphasis on tax & financial planning
- Free initial consultation
- Remote / virtual meetings
- 17 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Dan Houcher is a CFP and Elder Planning Counsellor offering financial planning, insurance, and investment services in Stony Plain, Alberta. He provides face-to-face, online, and phone consultations with an emphasis on personalized service and understanding client goals.
Ask Dan to walk through group plan vs. HSA options before deciding
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
Who this may be right for.
Good fit for
- Small business owners seeking group benefits or HSA setup
- Life insurance, disability insurance, and critical illness coverage
Ask first if
- Serves both individual and business clients; often recommended through word-of-mouth referrals
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Stony Plain families.
Stony Plain, AB
In their own words.
“Highly recommend Dan Houcher Financial! He helped my husband and I with insurance and was so great to work with!”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Stony Plain providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Dan Houcher Financial Ltd · this provider | 17 | 5.0 | Tax & Financial Planning |
| Birdsell Grant LLP | 233 | 4.8 | — |
| Sunrise Estate Services | 77 | 4.5 | Estate Administration / Probate |
| Sinclair Law Office | 61 | 4.2 | Wills & Estates |
| Kay Law and Mediation | 60 | 4.1 | Wills & Estates |
| Glenn G. McAllister Barrister & Solicitor | 15 | 4.0 | Wills & Estates |
Based on Google review counts and ABSeniors data for legal & financial in Stony Plain. Verify current details with each provider.
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Get my top matches →Questions families actually ask.
Does Dan Houcher work with small businesses on employee benefits? +
Yes, multiple reviews confirm Dan has helped small businesses set up group benefit plans and Health Spending Accounts (HSAs). He takes time to explain the differences between options and provides quotes so business owners can make informed decisions.
What types of insurance does Dan Houcher offer? +
Reviewers mention life insurance, disability insurance, critical illness insurance, and group benefit packages as services Dan has provided. He appears to work with both individual clients and businesses.
Is Dan Houcher a high-pressure salesperson? +
Multiple reviewers specifically note that Dan does not pressure clients and focuses on finding products that fit their budget and needs. Several describe him as honest and unbiased in his recommendations.
How responsive is Dan Houcher to client questions? +
Numerous reviews highlight that Dan replies promptly to calls and questions. Clients describe him as easy to reach and consistently professional in his communication.
Can Dan Houcher help with long-term financial planning, not just insurance? +
Yes, some reviewers describe working with Dan on broader financial planning goals, including building a plan for retirement and ensuring their money works effectively for them over time.
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