Statera Financial Planners

Name: Statera Financial Planners
Address: 210 - 13220 Saint Albert Trail Northwest, Edmonton, AB, T5L 4W1, CA
Telephone: (587) 855-6836
Price range: $$$
Rating: 5

Expert financial planning and investment management for confident futures and early retirement.

5(5 reviews)

financial-advising

$$$

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About

Statera Financial Planners is a trusted financial advisory firm in Edmonton, offering comprehensive financial planning and investment management services. With decades of combined experience, the team led by Greg, Courtney, and Rita provides personalized, knowledgeable guidance to help clients achieve their financial goals, including early and comfortable retirement. Known for their responsive, professional approach and deep market expertise, Statera builds long-term relationships based on trust, education, and tailored strategies.

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Location

210 - 13220 St Albert Trail NW, Edmonton, AB T5L 4W1, Canada

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Information

210 - 13220 Saint Albert Trail Northwest

Edmonton, AB, T5L 4W1

(587) 855-6836 www.staterafp.ca/

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Services

Investment Management

Personalized portfolio strategies with expert market analysis to optimize growth and manage risk.

Retirement Planning

Comprehensive plans to help you retire early and comfortably, tailored to your financial goals.

Financial Advisory

One-on-one consultations providing clear, actionable advice for long-term financial success.

Client Education

Educational sessions to help you understand market trends and make informed decisions.

Wealth Management

Holistic services covering investments, retirement, and estate planning for a secure future.

5.00 · 5 reviews

Overall rating

Sixty-six Bricks

via Google

· 2 years ago

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.

Sharon Swyrd

via Google

· 2 years ago

I have been a client for a great number of years and have always been pleased. I havent always been happy with the market but always with how Greg has planned for it and gotten me through it. When covid and retirement came I was concerned and had a lot of questions. I have never had to wait long to get my questions answered and have always felt heard. Greg, Rita and Courtney have said “they work for me” but it goes past that. It feels like a friendship, they have my back, I feel comforted in knowing Im going to be ok and its because of this amazing team. They really care and it shows. Im so grateful and recommend Statera highly

Barrie Harrison

via Google

· 2 years ago

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.

James G

via Google

· 2 years ago

Greg, Courtney and the rest of the team at Statera have been fantastic! We have received extremely detailed feedback, sound advice, and stout professionalism. The financial planning and investment management has more than exceeded our expectations. We truly appreciate everything they’ve done for us!

Maureen Sutherland

via Google

· 2 years ago

The staff at Statera are extremely knowledgeable, friendly and efficient. Greg has never let me down with his expertise and advice. Courtney is extremely knowledgeable, helpful and walks me through everything. She answers my questions clearly and precisely and at my level of understanding. If you want to feel confident about your investments and your future, I highly recommend Greg and Courtney.

Evergreen Wealth Advisory is a premier financial services firm based in Edmonton, dedicated to providing personalized wealth management and insurance solutions. With a perfect 5-star rating, the team, including experts like Art and Crystal Kelly, offers transparent, objective advice on exempt market products, life, health, and disability insurance. They focus on building long-term client relationships through diligent service, clear communication, and tailored strategies to meet diverse financial needs.

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