You can expect professional support, education, and informed guidance at every stage of your financial journey. Our commitment is carried out with the highest levels of trust, integrity, and respect.
Statera Financial Planners is here to illuminate your financial path, carving a route that's uniquely yours, and moving you towards abundant wealth, health planning, and a lasting legacy. Book in with us today and feel the difference for yourself.
For Tailored Wealth Management and Insurance Solutions
Bespoke solutions that align with your financial priorities.
We give you peace of mind, knowing that your financial well-being is secure.
Dedication to understanding your financial goals, for individualized advice.
Licenses in both the securities and insurance industries mean we're equipped to identify the right combination of products and strategies for you, regardless of the provider.
we pride ourselves on building lasting relationships and delivering tailored financial and insurance solutions that meet the unique needs of each client. Our dedication to exceptional service has earned us the trust and satisfaction of numerous clients, reflecting our commitment to their financial well-being and security.
You can trust that our advice is completely focused on putting you first, exactly as it should be.
With a thorough and personalized financial planning process, our team ensures that the strategies provided are a perfect fit for your current needs, help you reach your goals faster, and are flexible enough to adapt with you as your life evolves.
The gift of education is one of the most meaningful investments you can make towards your child’s future.
While many opt for personal financial sacrifices to build an education fund, we can help you form a strategy that maintains your financial security while supporting your child’s aspirations.
No one anticipates falling ill, yet unforeseen medical conditions can derail your plans and impose heavy financial burdens.
While the road to recovery can be long and fraught with challenges, the right insurance plan can provide peace of mind while you work towards safeguarding your health.
With the right estate plan, you can guarantee that your estate is managed and distributed as you intended, rather than being subjected to the default rules of your province.
At Statera Financial Planning, we help ensure that the essential documents for protecting your interests are constructed flawlessly through your lawyer.
The significance of financial security extends beyond the surface, encompassing your family’s ability to maintain their standard of living should circumstances change, or to navigate through unforeseen health challenges.
That’s why it’s important to have plans that cover all eventualities, such as life, disability, and legacy insurance. Give yourself the gift of being able to enjoy every precious moment knowing that your family is equipped to withstand life’s twists and turns.
Being prepared for unforeseen events is the best way to proactively protect your company’s bottom line and, by extension, your own livelihood.
Understanding the intricate connection between your personal financial situation and the prosperity of your business is essential to protecting your assets.
Statera keeps this at the forefront as we help you to structure and demystify your company’s fiscal plan.
Statera Financial Planners is here to illuminate your financial path, carving a route that's uniquely yours, and moving you towards abundant wealth, health planning, and a lasting legacy. Book in with us today and feel the difference for yourself.
Financial Planning, Protecting Your Future
Creating A Financial Plan Tailored to You
Wealth Management For Every Ambition
Your wealth is not just about accumulating assets; it’s also about securing a future that aligns with your personal vision. Whether you’re saving for retirement, investing in the market, or seeking to protect and grow your wealth, we provide the expertise to navigate your financial landscape.
→ Wealth Management Services
Safeguard Your Most Precious Asset
Plans to Insure, and Ensure, Your Health and Wellness
Your health is the most important resource you have, and being proactive and financially prepared for health-related scenarios is so important. With a range of health and insurance plans, we offer financial solutions that ensure you and your loved ones’ peace of mind.
→ Health Management Services
Preserving Your Wealth For Generations
Legacy Planning for Your Family’s Future
Crafting a legacy involves more than just wealth transfer; it’s about passing on your values and making a lasting impact. We guide you through estate planning, charitable giving, and trust services to ensure that your legacy is preserved and conveyed according to your wishes.
→ Legacy Plans
Protect What Matters Most
Personalized Family Financial Planning
Your family’s financial security is paramount. Create a tailored plan that covers education funding, life insurance, and family business transitions. We are by your side, helping secure your family’s financial future at every turn.
→ Family Services
Elevate Your Business to New Heights
Expert Business Financial Advice
As a business owner, your financial needs are unique. Multifaceted business financial planning encompasses employee benefits, succession planning, and risk management. Our objective is to assist you in the growth and sustainability of your business with targeted support where you need it.
→ Business Financial Planning
At Statera, we believe in giving back and making a meaningful impact in our community.
Our commitment to social responsibility is showcased through our various initiatives and contributions.
PODCAST:
Stop Worrying, Start Growing: Wealth Management Simplified
CHARITABLE CONTRIBUTIONS:
Making a Difference Together
Affluent families and business owners face unique challenges, and today on Top Dog Tips, we unlock the secrets to financial mastery with Greg MacIntosh and Courtney Alcock from Statera Financial Planners.
Learn about the story behind Statera Financial Planners, and why their client-centered approach sets them apart. Discover how to find the right professional fit for your financial needs and the importance of a trusted advisor relationship. Don’t miss out on these invaluable insights to take control of your financial future!
Thank you for being a part of our journey. At Statera, we are more than just a financial services provider; we are a community partner dedicated to making a difference. When a client refers someone to us who then becomes a client, we show our appreciation by making a donation to the original client’s charity of choice.
Additionally, Romana proudly sponsors the Edmonton Riot Women’s Dodgeball team and the Edmonton Region Immigrant Employment Council (ERIEC) through Statera.
This is strictly a “get to know each other” environment. We do not want to know what you have, where you have it or the values. We are simply mutually interviewing each other to determine if we are the right fit for your needs.
No, we are happy to work with anyone who can benefit from our services and is engaged in working towards a better financial future.
Our only expectation is you remain engaged with us.
Yes, we're happy to meet in person at an external location, via video meeting or telephone call as an alternative.
After a thorough conversation to understand your goals and objectives we can look at any segregated funds, mutual funds, GICs and cash investments available within Canada to align with meeting your needs. We also have securities partners should that be the appropriate route.
No! You will never be locked into a product, service or using us as your advisor.
This structure unbundles your MER (management expense ratio) and creates three important benefits for clients.
Depending on the services provided the compensation structure would change, however it is important to note that we do not charge by time spent working with you or on your file.
Yes, we can provide a quote based on the work and complexity that may be involved in your planning.
Your information is held securely and encrypted at Statera Financial Planners, only used for the purposes of our engagement. Only necessary information is shared to the fund companies and insurance carriers you hold products with for the purposes of your account management. Otherwise, your information is provided externally only by matters of law requirement, or to other professionals you have authorized.
We have a network of professionals we engage with regularly (lawyers, accountants, mortgage brokers etc.) to help you if you need their services. We neither accept nor give referral fees. We also love connecting and working in collaboration with your other existing professionals to ensure everyone is on the same page for your best interest.
Feel free to reach out! We're here to help. Whether it's about our services, products, or any other topic, we're ready to provide the answers you need.
As financial planners, we do not provide specific tax and legal advice. You should always consult your accountant and/or lawyer where necessary. Because of the many ways a strategy may be impacted when segmented, we prefer to communicate collectively with your external professionals to ensure that all recommendations and action plans are in the overall best interest of you, with your professionals working with common goals in mind.
You are never obligated to act on our recommendations of products, services, or advice.
THE 2024 TFSA CONTRIBUTION LIMIT HAS INCREASED TO $7,000! GET AHEAD OF YOUR TAX PREPARATIONS WITH A FINANCIAL PLAN!