About Us

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.

Our Team

Greg MacIntosh has worked as a dedicated financial professional since 1993 and is licenced in both Alberta and British Columbia. With a firm belief and value of ongoing education...

Since 2013 Courtney has focused on understanding and developing the skills needed to be a successful financial planner. Starting in the banking industry and making her way over to...

Beginning her career in the brokerage industry, and having worked in financial service administration for over 30 years, Rita Koch has a depth of experience that compliments the...

Independent Financial Security Advisor & Employee Benefits Consultant

Romana started her financial career in 2004. Since then, she has been initiating, developing, and nurturing relationships with clients to help them achieve their financial goals...

Darlene has been active in the financial services industry since 2016, always striving to expand her knowledge and client service relations. With over a decade of customer service...

Canada Life Securities Specialist, Saskatchewan and Alberta

Ali brings a deep understanding of financial markets to the team. Before joining Canada Life, Ali worked with a top tiered bank-owned full-service brokerage where he was involved...