CASE STUDIES

Real life examples from clients just like you

Learn more about how to take control of your financial options with customized and flexible financial plans.

Taking out RRSPs Tax free with the Pension Income Tax credit

A 65-year-old client with plans to work a few more years and has built up all his retirement savings in RRSPs with only a little bit invested in his TFSA.

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Life Insurance or Bank (Creditor) Insurance for my mortgage?

An executive at an engineering firm met with me to review his insurance plans to see if there were any gaps in his insurance needs.

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Business owner selling his business – Saving him $100K+ in taxes

One of my business owner clients was approached by a large competitor and offered a large lump sum to acquire his business.

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Financial Freedom

Start planning today for a better tomorrow

You're just one click away from bringing your wealth to life.

Providing financial plans for families to achieve their retirement goals, estate protection needs and tax minimization.

Get in Touch

Call Rick
+1 (780) 278-4637
Email Rick
rick@bbfinancial.ca

Overview

Business Information

8925 51 Ave NW #318,
Edmonton, AB
T6E 5J3

Rick Fairley and his colleagues offer insurance products, including segregated fund policies through Beyond Business Financial Solutions Inc., and Investment Representative Rick Fairley offers mutual funds and referral arrangements and GICs through Quadrus Investment Services Ltd. Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. used with permission.

Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

Rick’s MGA contract with Financial Horizons Group gives him the independence to use major insurance and investment providers to help ensure his clients have access to the best available insurance and investment solutions. Website is intended for residents of Alberta and British Columbia.