Dan Houcher Financial Ltd
Dan Houcher is a CFP and Elder Planning Counsellor offering financial planning, insurance, and investment services from Stony Plain, Alberta. He provides consultations via face-to-face, phone, or online meetings with an emphasis on personalized service and understanding client ne
- 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 from Stony Plain, Alberta. He provides consultations via face-to-face, phone, or online meetings with an emphasis on personalized service and understanding client needs.
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What they're known for.
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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
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 | — |
| Main Street Law LLP | 111 | 4.6 | Wills & Estates |
| Sunrise Estate Services | 77 | 4.5 | Estate Administration / Probate |
| Sinclair Law Office | 61 | 4.2 | Wills & Estates |
| THOMAS & McMILLIAN Law | 61 | 4.2 | Wills & Estates |
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