Statera Financial Planners

Directions Website Contact the business

Statera Financial Planners Wealth Health Legacy Statera Financial Planners is dedicated to providing wealth, health and legacy solutions for every stage of your life and/or your business.

Our mission is to provide you with the information available to allow you to make informed decisions about your life and your money. With a financial planning focus that creates a holistic understanding customized to you, your needs and your goals, we focus on the whole picture, implementing the tools and knowledge we have to help you achieve long term results. As independent advisors we have no obligation to deal with any service provider; this allows us to use the opportunities that choice brings. Licensed in both the securities and insurance industries, we focus on solutions for our clients wherever that solution lies. Being independent allows us to be uniquely client centered in all we do. Our clients are who we work for and support. We never lose sight of this fact. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.

10/23/2026

Let me know your thoughts.

Have you heard of the RDSP?

The Registered Disability Savings Plan can help Canadians who qualify for the Disability Tax Credit save for their future through tax-deferred growth, government grants, and bonds.

You may be eligible for thousands in government contributions without even realizing it!

Reach out to learn more about whether an RDSP could be part of your financial plan.

IPC Wealth Summit 2026 was one for the books!Courtney spent three days in Ottawa learning about the key details of the r...
10/22/2026

IPC Wealth Summit 2026 was one for the books!

Courtney spent three days in Ottawa learning about the key details of the recent dealer rebrand and all that it will bring to our clients in the months to come.

With amazing insight from the corporate team, economists like Stephen Poloz and keynote speakers like Arlene Dickerson and Dr. Robyne Hanley-Dafoe, stay tuned for all the ways Statera Financial Planners is being supported to bring you the best experience, service and advice!

10/16/2026

🎗️ October is Critical Illness Awareness Month!

Critical Illness (CI) insurance can help protect your finances if you’re diagnosed with one of the many illnesses Canadians experience; but did you know there are options to get your premiums back over time?

A Return of Premium (ROP) rider may allow you to recover some or all of the premiums you’ve paid, depending on your policy and its terms, should you never claim on the coverage.

Understanding your options can help you build a protection plan that fits your needs and your financial future.

This Critical Illness Awareness Month, take a closer look at your coverage and make sure you understand what you have in place, and how it’s designed to help you.

Starting to think about your first home? Let’s make moves! 🔑✨Buying your first home is exciting, but between the down pa...
10/15/2026

Starting to think about your first home? Let’s make moves! 🔑✨

Buying your first home is exciting, but between the down payment, closing costs, mortgage and long term responsibilities, it can feel like a lot to manage! That’s where a financial plan comes in.

Financial planning isn’t just about retirement or milestones planned for decades in the future. It’s truly about helping you make an informed decision about what you can afford today without sacrificing the life you want tomorrow. Aligning the cashflow and your goals!

Know your numbers.
Set a realistic budget.
Make your big move with confidence.

Your first home should open the door to new possibilities, not financial stress. A little planning now can make all the difference tomorrow! 🚪🏡

10/09/2026

📈 Retirement Plan vs. Investment Plan

Retirement planning is about more than just rate of return. It’s about understanding your expenses, planning for family assets, making strategic withdrawals, and finding ways to minimize taxes.

Your investments are just one piece of the puzzle. A comprehensive retirement plan brings everything together.

Running a business means wearing a lot of hats; but DIY financial planning doesn’t have to be one of them.For many owner...
10/08/2026

Running a business means wearing a lot of hats; but DIY financial planning doesn’t have to be one of them.

For many owners, their business and personal finances are deeply connected. How you pay yourself, manage cash flow, invest within the corporation, plan for taxes and eventually exit the business can all have an impact on your personal financial future.

A professionally supported financial plan helps bring those pieces together so you’re not just working towards a successful business, you’re planning for what that success can mean for your life.

Your business is an important asset. Make sure it’s working toward your personal goals too.

A lot can happen over 10 years:• New home.• Promotion.• Marriage.• Kids.• Entrepreneurship.• More debt.• Less debt.• New...
10/02/2026

A lot can happen over 10 years:
• New home.
• Promotion.
• Marriage.
• Kids.
• Entrepreneurship.
• More debt.
• Less debt.
• New financial goals.

Your insurance should keep up.

Statera Financial Planners is happy to review your existing coverage and ensure you are still adequately protected for where you’re at today.

A New Name. The Same Relationship. 🤝Today is the official date that IPC Wealth Inc. replaces Quadrus on branding and com...
10/01/2026

A New Name. The Same Relationship. 🤝

Today is the official date that IPC Wealth Inc. replaces Quadrus on branding and communications for our clients mutual fund accounts.

What does this mean for you? Initially, you’ll simply begin seeing the IPC Wealth Inc. logo on your statements. Nothing is changing with your investment portfolios, products, services, or their costs. Most importantly, your relationship with us and how we manage your accounts will remain the same.

Behind the scenes, this transition will bring new tools and resources to help us serve you better, including future innovations in technology and more detailed reporting.

Same team. Same service. New opportunities to serve you better.

For more information, please refer to our previous newsletters or reach out to us with any questions!

09/25/2026

Term life insurance: simple, affordable, and designed to protect what matters most.

Term insurance provides coverage for a specific period of time, making it a popular option for protecting your family, your income, mortgage and debts, and other financial responsibilities during the years you need it most.

The right coverage for you will always depend on your personal situation and financial goals.

💡 So if you have questions about whether term insurance makes sense for you, let’s have a conversation!

Think life insurance isn’t something you need yet?Your need for coverage can change as your life does. Marriage, buying ...
09/23/2026

Think life insurance isn’t something you need yet?

Your need for coverage can change as your life does. Marriage, buying a home, having children, building a business, or growing your assets at any level can all create new financial responsibilities worth protecting. Spouses, kids, parents, even business partners and staff may rely on you in some way now and in the future.

Life insurance isn’t just about what happens today, it’s about protecting the people, plans, and financial future you’re building.

As life changes, your coverage should be reviewed too.

Address

#210/13220 St Albert Trail
Edmonton, AB
T5L4W1

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Website

Alerts

Be the first to know and let us send you an email when Statera Financial Planners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Statera Financial Planners:

Shortcuts

Share

Category