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

Statera Financial Planners

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Canada
Edmonton, AB
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 o

bligation 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.

09/02/2026

Preparing for retirement isn’t just about how much you have saved along the way — it’s knowing how much income you’ll actually need from your investments, when the time comes. 💰

Lifestyle, financial goals, tax positions, economic inflation, and other sources of retirement income all play a role in that determination, and the earlier you can calculate your position, the more options you may have. 📈

Interested to know what your complete retirement income target could look like? We are happy to help!

08/28/2026

Estate planning isn’t just about having a will, it’s about having the right will for where you live. 🇨🇦

Make sure your executor is appropriate, your documents are up to date, and your wishes are properly covered.

A little planning now can save your family a lot of stress later.

08/26/2026

Retirement isn't just about when you stop working. It’s understanding where your income will come from, how much you’ll need, and how to make your money last throughout the rest of your lifetime.

At Statera Financial Planners, we help turn your retirement goals into a thoughtful, sustainable cash flow plan—so you can spend less time worrying about your money and more time enjoying the retirement you’ve worked so hard for.

08/21/2026

If you’re planning to buy your first home, an FHSA can be a powerful tool to help you get there.

Here are 3 key things to know:
💰 Up to $8,000 in annual contributions
📈 $40,000 lifetime contribution limit
💵 Tax-deductible contributions + tax-free growth on qualifying withdrawals

Want to learn more about how an FHSA could fit into your home-buying plan?

👉 Reach out through our website to learn more. https://staterafp.ca/

08/18/2026

A long retirement is something to celebrate—but it also means your income and savings may need to support you for 25, 30, or even 35+ years. That makes having a thoughtful retirement income strategy just as important as building your investment portfolio during your accumulation years.

At Statera Financial Planners, we help you plan beyond the big day. Because the goal isn’t simply to retire—it’s to make sure your money lasts as long as you do.

08/14/2026

Think you’re making the most of your TFSA? You might be surprised.

These are 3 of the most common TFSA mistakes we see—and they could end up costing you.

📩 Have questions about your TFSA? Send us a message.

08/12/2026

Estate planning isn’t just about family assets — it’s about creating clarity and caring for the people you love.

Having the right documents in place, keeping them updated, clearly outlining your wishes, and ensuring those who may need to step in understand their role can help reduce stress and uncertainty when your family needs it most.

At Statera Financial Planners, we help families navigate these important conversations and identify the areas that need attention, helping provide greater confidence and peace of mind. 📋✨

08/07/2026

Planning for your child's future starts today. 🎓 A Registered Education Savings Plan (RESP) is a powerful tool to help you save for post-secondary education while benefiting from government grants. Watch to learn the basics!

Ready to start saving? Reach out to us through the contact info in our bio! 🔗

08/05/2026

Your financial journey is unique, and your plan should be too. At Statera Financial Planners, we help you align your wealth with your life goals to provide you with peace of mind in retirement.

What is a bigger financial worry for retirement?
A) Running out of money
B) Paying too much tax

Drop your answer (A or B) in the comments below!

07/29/2026

Many people believe having a Will means their estate avoids probate—but that’s a common misconception.

A Will is an essential part of your estate plan, but it doesn’t automatically bypass the probate process in all circumstances.

Estate planning is about more than just having documents in place—it’s about making sure your wishes are carried out as efficiently and as tax effective as possible.

Have questions about your estate plan? Let’s chat.

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

http://staterafp.ca/

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