Dan Houcher Financial Ltd - Stony Plain
5/5
★
based on 8 reviews
About Dan Houcher Financial Ltd
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.
Contact Dan Houcher Financial Ltd
| Address : | 4911 50 St, Stony Plain, AB T7Z 1T3, Canada |
| Phone : | 📞 +78989 |
| Postal code : | 7 |
| Website : | http://www.danhoucher.com/ |
| Categories : | |
| City : | Z |
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Jordan Ceh on Google
★ ★ ★ ★ ★ Never once have I felt pressure from Dan to invest in one of his exempt market products or purchase insurance through him. He has my family's best interests at heart and help me make informed decisions about our financial future.
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Kelly J. Rose on Google
★ ★ ★ ★ ★ 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 taken care of. Yet, I did not want to do it at the expense of possible future investment.
He listened patiently more like a father than a salesperson, and then presented to me a plan that was exactly what I wanted. A critical insurance plan where all of the money I put into it, both corporate and personal, would be returned to me at the age of 65 if I didn't have a critical incident by then. Essentially, a beautiful mixture of a pension plan and a critical illness insurance plan. I pay in, if something happens, everyone is covered, if nothing happens, I build up a small pension savings for when I'm 65. win-win.
He helped guide me through the process, made sure I understood all of the numbers and possibilities, and ensured that I got the best policy possible. Now, I know that if, heaven forbid, anything should happen to me, my clients are covered. And I know that, God willing, if I make it to my old age, I'm not just throwing money away to the wind, but I'm saving up.
I don't think I could recommend Dan any more highly.
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Naomi Roberts on Google
★ ★ ★ ★ ★ 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.
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Corey Hill on Google
★ ★ ★ ★ ★ 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!
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laurie thibert on Google
★ ★ ★ ★ ★ I can not say enough great things about Dan. He is so professional, responds to any questions immediately. I have referred many friends to Dan and will continue for a long time. If your looking for a financial guy, look not further.
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Barbie DeGagne on Google
★ ★ ★ ★ ★ 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!
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Danielle Jamison on Google
★ ★ ★ ★ ★ We have been working with Dan Houcher for the past two years. He was recommended to us by a friend. I am so glad that they shared his name with us. My husband and I needed help to plan for our future and come up with a solid financial plan. Dan was so easy to work with. He took time to listen to where we were at and where we wanted to go. He listened to our ideas and gave great insight and direction. He was not pushy at all and provided us options. I am confident that now our money works for us and not the other way around. Thanks Dan!
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James Mramor on Google
★ ★ ★ ★ ★ Through out the entire process of us getting life insurance, Dan was prompt to return calls, he communicated very well and he had solutions to possible issues set up before we even met with him. He is highly professional, and makes navigating the world of finances and insurance easy. I would highly recommend Dan to my family and close friends!
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