investment PLANNING

Level up your investment portfolio in the blink of an eye

Put your best foot forward with secure and consistent investment options that meet all your investment needs.

CHOOSE YOUR OPTIONS

GOAL FUNDING

Grow and manage your financial assets all in one place

Prepare and plan for your retirement future with investment options that won't let you down.

Segregated Funds

investments that come with guarantees, creditor protection and estate planning benefits

Mutual funds

Includes active managed funds or passive index mutual funds for lower cost.

Guaranteed Interest Contract (GIC)

Access to competitive GICs for clients.

real estate

Financial Planning includes client's real estate holdings for their retirement, tax plan and estate plan.

Testimonial

“

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

Andrea L.

nurse

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.