Peter Boys, Boys Financial Services

Category Archive for: ‘Coaching Tips’

Managing Risk with Today’s Farm Values

managing risk

I covered this topic 10 years ago and since then, farm land in central Alberta has tripled in value and …

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Time to Review Life Insurance

review your life insurance

If you’ve owned the same life insurance policy for a while, chances are that your needs have radically changed. Whether …

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You need Critical Illness Insurance

critical illness insurance

Eight years ago a client bought a critical illness insurance policy due to her family’s history of breast cancer, only …

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An Insured Annuity Offers Financial Security & Safety

insured annuity

Today we Canadian’s are living longer.  One of the biggest concerns that aging Canadians have is outliving their retirement savings. …

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The Value of a Team Approach to Financial Planning!

team approach

It seems that today many families, farms and small businesses deal with a wide range of professionals for advice on …

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CRA’s Tax Changes for Incorporated Businesses

tax changes

The 2017 Federal Budget alluded to certain tax changes for small business owners, including incorporated professionals such as doctors, lawyers, …

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Why You Need Personally Owned Disability Coverage

disability coverage

Often when meeting with clients and we touch on the importance of disability coverage, the usual response is “Thanks, but …

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Understanding Investment Risk – Part 2

investment risk

Managing Risk: While risk awareness can lead investors to make prudent decisions, it is also possible to be overly cautious. …

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Understanding Investment Risk – Part 1

investment risk

We all take risks in the hope of gaining something.  It may be buying a home, changing careers or going …

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Do you have a Written Estate Plan?

estate plan

No one likes to think about their own mortality, but designing a proper estate plan can help to lessen the …

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Why You Should Talk to Your Children about Their Inheritance

inheritance

When working with successful farm and small business families I find that there’s a general reluctance to talk around any …

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Tax Changes that will Impact Insurance Products

tax changes

As our Federal and Provincial Governments go further and further in debt, so does their need to squeeze ever more …

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Don’t Let Sickness or Disability Sideline Your Finances!

sickness

Today young and healthy Canadians might want to consider owning critical illness and disability insurance ahead of life insurance. But …

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Don’t Get Locked Into Conventional Mortgages!

conventional mortgage

When making a deposit at my local bank I could not help but notice their latest offering on their bank …

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Risk Management for Farmers and Small Business Owners

risk management

When it comes to risk management farmers and small business owners understand the value of life insurance and the need …

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Farm Succession Planning, Keep the Conversation Going

farm succession

Developing farm management skills, similar to an exercise program, pays big benefits, but it’s also easy to slough off for …

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Is Your Insurance Policy an Abandoned Orphan?

orphan

There are many life insurance policies out there that people purchased years ago, but the agent who they bought it …

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Three Phases of Retirement

three phases of retirement

We tend to think of retirement as one continuous lifetime event. After forty or so years of working, we have …

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Millennials and Insurance

millennials and insurance

Most 20 and 30 somethings may not think a lot about insurance.  If you are young, healthy and low on …

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Canadians are Unprepared for Retirement! Are You?

unprepared for retirement

I am very concerned about the findings of the most recent financial wellness survey published by Manulife Financial. Canadians are …

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