Statera Financial Planners
62Developing210 - 13220 St Albert Trail NW, Edmonton, AB T5L 4W1, Canada
About
Statera Financial Planners is an independent financial advisory firm in Edmonton, Alberta offering comprehensive wealth management, financial planning, insurance, and estate planning services to families and individuals.
Senior Care Path Summary
Statera Financial Planners helps seniors and families navigate retirement income planning, legacy and estate planning, health and insurance protection, and wealth management with no minimum investment required. The team meets clients in person, by video, or by phone, and works transparently on a fee-for-service model where possible, ensuring you understand how you're being compensated. They collaborate with lawyers, accountants, and other professionals to ensure your complete financial picture is coordinated and protected.
Their advisors hold professional credentials in financial planning and insurance, and they specialize in services that matter to older adults and families, including retirement strategies, estate planning through your lawyer, critical illness and life insurance, and education planning for grandchildren. Statera emphasizes confidentiality, flexibility, and no lock-in commitments, so you can adjust your plan as life evolves.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Families planning retirement income and legacy
- Seniors mapping estate and insurance needs
- Retirees seeking personalized financial guidance
- Families coordinating with other professionals like lawyers and accountants
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
15 Google reviews
Most recent reviews
L. Smith
2 months ago · via Google
My family and I have been with Greg and Rita and now Courtney since Greg and Rita opened their doors of business. Now as we work on estate planning around the complexities of disability planning for our family member for later on, the amazing support from Courtney, is so supportive and assuring, they take the weight of it all off of the parents shoulders and help guide us through it all from RDSP, Wills and estate planning they are beyond fantastic and plan to stay with them for many more years to come! Thank you Courtney and Greg and Rita and Darlene!
Sixty-six Bricks
2 years ago · via Google
I have dealt with Greg at Statera for more than 25 years. He has been great to have as my financial advisor. He is always current on what is happening with the markets and will take the time to educate his clients. I have had some great experiences with Greg and with his direction and guidance was able to retire 6 years ahead of originally planned. the admin group have always been helpful and thorough. To he succinct, Greg is the reason both my wife and I retired early, comfortably and are able to enjoy a relaxed and stress free retirement. Cant beat that.
Barrie Harrison
2 years ago · via Google
Hard to believe I first became a client of Greg and Rita 30 years ago! Greg’s investment knowledge is second to none, and Rita is always responsive to any inquiries or needs I have. Now, with the addition of Courtney, I know that I have a fully rounded team to help lead me into my retirement phase. I trust this team implicitly. So much so, that my daughter is also a client.
Summary of Google Reviews
Summarized by Senior Care Path from Statera Financial Planners's Google rating and recent reviews. Confirm specifics with the provider.
Statera Financial Planners holds an excellent 5.0-star rating across 15 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
- Responsive, helpful communication
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
- Chartered Life Underwriter (CLU)
- Certified Health Insurance Specialist (CHS)
- Elder Planning Counselor (EPC)
- Qualified Associate Financial Planner (QAFP)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
- Member, FP Canada
- Member, Advocis (Financial Advisors Association of Canada)
- Member, AIC (Association of Investment Counsel)
- Member, Registered Deposit Brokers Association
- Insurance Council of British Columbia
Languages Supported
- English
Location
210 - 13220 St Albert Trail NW, Edmonton, AB T5L 4W1, Canada
Also serves
- Edmonton, Alberta