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Years of Collective Experience
Your Partners for Wealth, Health, and Legacy
Our financial advisors equip you with the insights and resources necessary to make confident,
informed decisions regarding the finances and well-being of yourself and your family,
now, and in the future.
informed decisions regarding the finances and well-being of yourself and your family,
now, and in the future.
Financial Services That Put You First
Our mission is to provide you with a clear understanding of your financial situation, insurance options that fit your needs, and investment advice tailored specifically to your aspirations. Leveraging advanced tools and our extensive knowledge, our goal is to assist you in achieving sustainable long-term outcomes so you can focus on the things, and people, that are most important in your life.
We Collaborate with the top financial companies worldwide
Building Solid Foundations For Financial Success
Our promise to you extends beyond mere advice.
We are driven by a fervent commitment to forge profound connections between brands, services, and campaigns fostering enduring and prosperous relationships between businesses and customers.
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.
Unparalleled Service, Unbiased Advice
As independent advisors without ties to specific service providers, we have the freedom to choose the best solutions for your unique needs.
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. You can trust that our advice is completely focused on putting you first, exactly as it should be.
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Happy Clients
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In investment assets under management
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Why Choose Us?
You can count on bespoke solutions that align with your unique financial priorities.Each product and approach we suggest is thoughtfully curated to offer the most effective solution for your needs.
What Our Clients Are Saying...
Enjoy Life: Partner With Us And Achieve Your Life And Financial Goals
Financial Planning for Any Age and Every Stage of Life
Financial Planning
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.
Wealth Management
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.
Health Management
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.
Legacy Plans
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.
Protecting Families
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.
Business Planning & Financial Management
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.
We're Here For You
Ready To Help Your Business
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
Statera In The Community
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.
Help Center
Navigate the Unknown FAQs as Your Guide
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.