Peter Boys, Boys Financial Services


Conquering the Debt Mountain

Man In Water1

Surprisingly, many people reaching middle age are finding themselves in the precarious position of conquering the debt mountain. In a …

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Life Insurance Is On Sale!


The life insurance landscape has changed drastically over the past 36 months.  One company has suspended the sale of permanent …

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Talk To Your Family About Your Will

Gavel Will1

Remember those movie reading of the will scenes?  The script is always the same; the survivors, still in their funeral …

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Convert Your RRSP to a RRIF


Baby Boomers, the cohort born between 1947 and 1966, are entering their retirement years.  The average retirement age in Canada …

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Back-to-Back Annuities – An Alternative Fixed Income Option, Part 2

Annuity 21

Yes – you can leave it all behind The insurance aspect of the back-to-back annuity works well for estate planning …

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Annuities – An Alternative Fixed Income Option, Part 1

Annuity 2

Set them up and leave them alone.  That’s the ‘plus’ for these low-risk and high-yield investments that provide a guaranteed …

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Financial Protection For Your Family

3 2 11

Life, Critical Illness, Disability Insurance, Or All Of The Above? As Canadians try to determine how to protect themselves and …

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When Should I Begin CPP Income?

My Pension Fund

One conundrum for people approaching age 60 is when they should start receiving Canada Pension Plan (CPP) payments. Like the …

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Charitable Gifting Tips and Ideas


With today’s government cutbacks, inflation, and rising costs squeezing the average Canadian, the result is that many charities are having …

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Myths around Death & Taxes

Tax Stress

Though none of us will avoid death or taxes, many of us will be living much longer than Canadians did …

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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?


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


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


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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