An investor who works as hard as you do

 PLANNING MODELS 

Real advice from a real person

As a Certified Financial Planner (CFP), Rick provides Alberta and BC families with the freedom to choose insurance and investments from whichever major provider they want. Unbiased advice to serve you best.

He sets himself apart by providing a financial plans specific to his clients situations at no additional cost; giving his clients confidence in a realistic plan to reach retirement and their other goals.

With his specialized training in retirement planning, along with his team of legal and tax specialists and his experienced planning team at Beyond Business Financial Solutions, Rick is able to provide plans for even the most complex financial cases (Families with multiple properties, estate planning needs, corporations, trusts, tax planning, etc.).

He is a Certified Financial Planner who is regulated with FP Canada. He is also Mutual Fund Licensed and insurance licensed for Segregated funds and Life/Disability or Critical Illness insurance.

Rick has always had an interest in finance, he received his Trinity Western University Business Degree and did part of his accounting articling at PwC prior to becoming a financial advisor.

Outside of work, Rick is busy at home with his family, his intelligent and empathetic wife Renee who is a Psychologist, his 2 year old son Connor and their little dog Chloe.  Rick promises that his son isn’t named after McDavid (even though Rick is a big hockey fan), but he sure doesn’t mind that name association.