Peter Boys, Boys Financial Services

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New Retirement Risks

Breaking The Bank1

We are in a new and uncharted financial era.  More than ever we need to identify the level of retirement …

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TFSA, RRSP, or a life insurance policy?

Plan1

Should I invest in TFSAs, RRSPs, or a life insurance policy? This is a question I was recently asked by …

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Who Gets The Family Farm/Business..?

Holding Grandpas Hand

It’s time for “The Talk” It’s been my experience that people seem to think they’re going to live forever, and …

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Estate Planning Checklist – Part 2

Worksheet1

Ownership, beneficiary designations and Trusts Business planning Foreign considerations One common issue that I run across is lack of understanding …

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Estate Planning Checklist – Part 1

Legacy

Having an estate plan is essential if you want to effectively manage, maintain and transfer one’s wealth to future generations. …

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Low Interest Rates – The Good and The Bad

House With Rates Falling1

Today’s current low interest rates are a boon to borrowers but a problem for seniors or others relying on interest …

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New Canadian Mortgage Rules

Luxury House1

Will the New Mortgage Rules impact you? The Federal Finance Minister announced that Canadian mortgage rules are changing in July.  …

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Helping Farm Families & Small Business Owners

Team Work

How small businesses benefit from professional advisors Looking back on some 42 years of observations from both sides of the …

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Retirement Challenges in 2012

Ready Set Retire

Unforeseen events may present retirement challenges for baby boomers The time-honored retirement strategies planers have historically used are now being …

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Cutting Cost Without Cutting Coverage

Eliminating Risk

Controlling life, critical illness or disability insurance costs without sacrificing coverage Often when I work through a Needs Analysis for …

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Understanding Spending Trade-Offs

Save Vs Spend1

Opportunity lost When you buy something, do you ever think about the lost future opportunity that this purchase has cost …

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The Difference Between Volatility and Risk

Market Crashing

With today’s market volatility, investors are anxious and stressed. As global stock markets continue to yo-yo, day traders seem to …

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Real Estate Investments

For Sale1

Looking for income? Some other options to consider With today’s stock market volatility and 10 years of no real investment …

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Eliminate Your Debt Before Retirement

eliminate debt

Is Debt Freedom #1 On Your Retirement Bucket List? A recent survey about debt by Manulife Bank revealed that Canadians …

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Developing A Budget

Pig And Calculator1

When Developing a Budget, You First Need to Understand Where All Your Money’s Going! There is nothing wrong spending money; …

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In Search Of Tax Efficient Income For 2012 and Beyond

I’m getting a lot of calls from people asking what income options are available that offer better returns than GICs …

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When Buying Insurance Is A Waste Of Money

Hundreds1

If any of these scenarios describes your situation, do yourself a favor and check into the different types of personally-owned …

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When Life Insurance Makes Sense For Seniors

The best deal with life insurance is for young, healthy clients. Even though premiums for seniors are much higher, life …

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Where Do Seniors Find Safe Investments?

Money Growing1

With today’s low interest rates and no increase in sight until 2014 or beyond, there aren’t a lot of guaranteed …

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Interesting Conversations Regarding Banks

Older Bank

It’s interesting to recall the number of phone conversations, emails and people who have dropped by to discuss issues with …

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