Peter Boys, Boys Financial Services

Category Archive for: ‘Case Studies’

Case Study – Estate Conservation

Chess And Will

This was an interesting client case for estate conservation and estate growth that I started working on 15 years ago …

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Case Study – Farm Succession Planning

Farm Buildings

I was referred to work with a couple in their mid 60’s who were needing to begin the succession planning …

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Case Study: First Client Visit

Computer And Book

When prospective clients approach me for some help with their finances, we go through a discovery process to give me …

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Life Insurance Strategies, Part 3

Stamped1

Using Life Insurance to Enhance Returns, Guarantees, Tax Savings and Investment Diversification – Part 3 This is the final article …

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Life Insurance Strategies, Part 2

Stamped1

Using Life Insurance to Enhance Returns, Guarantees, Tax Savings and Investment Diversification – Part 2 This is a continuation of …

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Life Insurance Strategies, Part 1

Stamped1

Using Life Insurance to Enhance Returns, Guarantees, Tax Savings and Investment Diversification – Part 1 Canadians are always looking for …

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