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While a great approach during high earning years, it leads to challenges when RRSPs are withdrawn to fund retirement and become 100% taxable.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