Statera Financial Planners

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.

Sometimes the best solution comes from an accountant who knows the ins and outs of tax law. Sometimes it’s a lawyer who ...
05/28/2026

Sometimes the best solution comes from an accountant who knows the ins and outs of tax law. Sometimes it’s a lawyer who understands the fine details of trusts within estate planning. Sometimes it’s bringing in other experienced professionals who can offer specialized insight when it matters most.

At Statera Financial Planners, we don’t pretend to know everything — and that’s exactly why we value our external relationships, working alongside experts who do. Because giving clients the best support possible means building a trusted team around them. ✨

At Statera Financial Planners we’re all about creating a welcoming space where questions are encouraged, goals are celeb...
05/25/2026

At Statera Financial Planners we’re all about creating a welcoming space where questions are encouraged, goals are celebrated, and people feel confident talking about their future. Because building a financial plan should feel just as comfortable as catching up with good company!

We love getting together with our industry peers! There's no better network than ones who understand you, your business,...
05/22/2026

We love getting together with our industry peers! There's no better network than ones who understand you, your business, the nuances to overcome and are still great friends you can laugh with!

To us, education and tailored advice are the most important things we can offer our clients. Creating confidence in your...
05/21/2026

To us, education and tailored advice are the most important things we can offer our clients. Creating confidence in your financial journey helps you stay the course and diligent towards meeting all your goals!

There's always more to learn, and we're here to help 🤓

There are a lot of reasons to smile when you love what you do 💙Helping clients feel more confident about their future. W...
05/18/2026

There are a lot of reasons to smile when you love what you do 💙

Helping clients feel more confident about their future. Watching long-term goals start to come together. Turning stressful money conversations into empowering ones. That’s the kind of work that makes every day rewarding at Statera Financial Planners. ✨

Because financial planning isn’t just about numbers — it’s about helping people build lives they’re excited about.

May showers bring spring flowers; or in our case, Statera themed arrangements! 🌸
05/14/2026

May showers bring spring flowers; or in our case, Statera themed arrangements! 🌸

Did you know that 20 companies make up almost 50% of the S&P 500? For the other 480 largest companies in the US, it mean...
05/12/2026

Did you know that 20 companies make up almost 50% of the S&P 500?

For the other 480 largest companies in the US, it means they have only tiny fractions of the pie.

For investors, it's important to realize that the S&P 500 is less diversified than you may think, and returns are heavily influenced by a small number of stocks. If they struggle, the index can feel that impact disproportionately. Concentration risk exists.

Investors "buying the market" should understand that this really means "buying mainly the largest technology companies,” which is not necessarily good or bad, you just need to know the risks and exposure position you are taking!

Happy Mother's Day to all the moms who make our lives more fulfilled with their presence and support 💙🩵Happy Mother's Da...
05/10/2026

Happy Mother's Day to all the moms who make our lives more fulfilled with their presence and support 💙🩵

Happy Mother's Day to those who wish to be moms, those who have lost a child, those who have lost a mother, to the fur moms, the step moms, the god moms, the adoptive moms, this day we celebrate you and all the love and nurturing you bring to those around you 💙🩵

One month ago we had the pleasure of hosting "Steps for an Effective Estate Plan & The Role of the Executor" in partners...
05/07/2026

One month ago we had the pleasure of hosting "Steps for an Effective Estate Plan & The Role of the Executor" in partnership with Mackenzie Investments.

There were so many amazing take aways provided by our presenter, Tim Brisibe, and paired with a beautiful atmosphere and delicious food from The Atrium by Sabor, it was an incredible evening all around!

If you'd like some key considerations for you and your family's planning, reach out to us!

Your tax refund isn’t just the government returning excess income tax you paid — it’s an opportunity. 💰A few smart ways ...
04/14/2026

Your tax refund isn’t just the government returning excess income tax you paid — it’s an opportunity. 💰

A few smart ways to put it to work:

• Boost your RRSP – Contributing to your RRSP can lower your taxable income today while allowing your investments to grow tax-deferred for retirement.

• Top up your TFSA – While contributions aren’t tax deductible, all growth and withdrawals are tax-free, making it one of the most flexible savings tools available.

• Pay down high-interest debt – Prioritize credit cards or personal loans first. Eliminating high interest is often one of the best guaranteed “returns” you can get.

• Invest in yourself – Use some of your refund for courses, certifications, or professional development that can increase your earning potential over time.

• Build your emergency fund – Aim to have 3–6 months of expenses set aside in a liquid investment account

• Review your financial plan – A tax refund is a great moment to reassess your goals and make sure your savings and investments are aligned with them.

• Update key documents – Make sure your Will, Power of Attorney, and Personal Directive are completed and up to date so your plans are protected.

Your tax refund isn’t just money back — it’s a chance to move your financial life forward. 📈

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

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