CUSTOM SOLUTIONS

Financial planning
made simple

Take control of your financial options with customized and flexible financial plans to bring your wealth to life.

Happy Clients

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Chad L.

Project Manager

Life Insurance

"Dealing with Rick is a breath of fresh air. He made our life insurance and legacy plans for our children extremely clear and walked us through our best options to create savings and funds in options we did not even know existed."

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Andrea L.

Nurse

Financial Options

"Our financial advisor Rick was super helpful with answering questions about our home buyers plan. He provided us with options and was easy to talk to."

Rick Fairley - Retirement Planner & Life Insurance Advisor

5.0

review us on

Laurie Smith

23:38 27 Jan 23

We've worked with Rick over the last couple of years. He is knowledgable, and asks relevant questions to gain a comprehensive understanding of our financial situation and goals. Rick has been easily accessible and very responsive when we have questions or want to meet with him. He also happens to be a nice guy!

Dan Allen

18:39 19 Jan 23

Rick is trustworthy and honest. He takes his time to make sure everything is understood clearly. He's also easy to get along with!I would recommend him to anyone!

Kristopher Dyck

22:28 11 Jan 23

Rick has been assisting me with my financial journey for over a year, and I highly recommend his services. He is knowledgeable, courteous, professional and very helpful in navigating the wide world of finance and investing. He always takes time to explain the jargon and I’m very happy with the service he has given.

Darcy Pederson

17:01 11 Jan 23

For anyone seeking a sound financial investor you can trust then connect with Rick. My wife and I have been with Rick for a few years now and absolutely no regrets. Discuss your financial goals with Rick, he is a thoughtful listener and he will explain your options whether you have aggressive or conservative goals. You will not regret it.

Michelle Gredling

23:39 10 Jan 23

10/10 recommend!! My husband and I hummed and hawed about visiting a financial planner and then we were referred to Rick by a colleague. He’s incredibly friendly and genuinely interested in you, your family and your financial wellbeing.After our first visit with him, we couldn’t stop talking about how happy we were to have finally involved a professional in our finances and how happy we were to have met Rick!! Stop reading reviews and call him today.

Experience
SUCCESS
In Financial
Planning

CERTIFIED Financial planner

A Financial Planner who works as hard as you do

With his specialized training in retirement planning, Rick sets himself apart for clients by providing a financial plan tailored to your needs at no additional cost.

Get to know rick

PLANNING MODELS

Make your financial dreams a reality

Take control of your financial planning and create the security and financial freedom you’ve been dreaming about.

FINANCIAL PLANNING

INSURANCE PLANNING

INVESTMENT PLANNING

Retiring Advisors

investment providers

Get the best results with the best partners

Align your portfolio strategy with world class investment partners and find the best fit for your business or startup.

Trusted partners

Client Result

How to prepare and plan for future retirement without a pension PLAN

Planning for retirement can be tricky when it comes to retirement savings focused squarely on RRSPs—and only a minimal amount invested in a Tax Free Savings Account (TFSA).

While a great approach during high earning years, it leads to challenges when RRSPs are withdrawn to fund retirement and become 100% taxable.

See how we developed a solution to take advantage of a tax planning strategy and the Registered Retirement Income Fund.

See the outstanding client result here

Financial planningmade simple

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