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.
Family Wealth Management
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.
Experience The Statera Difference
Choosing the right financial planner is a significant decision, and we believe that the Statera difference lies in our commitment to your success and our personalized, client-centric approach. We invite you to experience the peace of mind that comes from having a strong, personalized financial plan in place. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
A Personalized Financial Plan For Your Peace Of Mind
We understand that your financial well-being is about more than just numbers on a spreadsheet. It's about your goals, your dreams, and your peace of mind both today and in the future.
That's why we take the time to understand your unique values, needs, and aspirations before creating a customized financial plan that is centered around you.
01.
Client-Centric Financial Planning
Our approach is rooted in a strong client focus, trust, and ongoing education. By understanding the "why" behind your financial decisions, we can offer you tailored strategies that align with your values and priorities.
02.
Educating and Empowering Clients
We are here to offer professional financial insight that is customized to your specific needs. By equipping you with the right knowledge and information, you can make informed decisions and confidently navigate the complexities of the financial world.
03.
Independent and Objective Advice
Our team isn’t tied to any specific financial institution or product, which means that our recommendations are solely based on what is in your best interest. Licensing in both securities and insurance allows us to provide solutions that encompass all aspects of your financial well-being.
04.
Exceptional and Ongoing Service
We also understand that life and financial goals evolve, and we are here to adapt and adjust your plan accordingly. Your success is our top priority, and we are dedicated to helping you achieve your financial goals through exceptional customer service, both now and in the future.
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.