Peter Boys, Boys Financial Services

Category Archive for: ‘Coaching Tips’

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 …

Read More

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 …

Read More

Why Critical Illness and Disability Coverage?


Most of us understand the importance of life insurance: to look after your loved ones by replacing your lost income …

Read More

Canada’s 2017 Budget Comments & Highlights

canada's 2017 budget

Canada’s 2017 budget is designed to cool some of the anxiety and anger that many ordinary Canadians have been expressing …

Read More

The Best Time to Buy Life Insurance is When You Don’t Need it!

buy life insurance

  One of the biggest mistakes people make is putting off the decision to buy life insurance. As a young …

Read More

Where to Look for Investment Growth

investment growth

Since the election of Donald Trump in November, U.S. stocks have surged to all-time highs, and the S&P/TSX Composite index …

Read More

Successfully Completing the Farm Transfer

farm transfer

First and foremost, start by talking about it now!  Not tomorrow, not next week or year, right now. The earlier …

Read More

Protect Yourself from Scams, Hacks and Identity Fraud


A recent family holiday at Big White Ski Hill reminded me about the need to have a better handle on …

Read More

A Winter Project for Farm & Business Families

winter project

A Winter Project for Farm & Business Families Before the days lengthen out and the weather warms up, now may …

Read More

Life Insurance is an Asset not an Expense

life insurance

  For farm families and small businesses there are multiple benefits of using life insurance as an asset class to …

Read More

RRSPs, TFSAs and Overall Investing


As we approach the crazy RRSP rush deadline for another year I can’t help but wonder why so many investors …

Read More

What to Include in Your Estate Planning Checklist


As we age, so grows the importance and urgency of having an estate planning checklist every passing year. None of …

Read More

Why a Valid and Current Will is Essential


We live in a complicated and litigious world, so it’s essential to have a will and to keep it current. …

Read More

Make 2017 the Year You Start Your Financial Fitness Program

financial fitness

As you start into this New Year thinking of the things that you might want to change to better your …

Read More

Tips to Make Your Retirement Funds Last


As ever larger numbers of the boomer generation start to retire, fixed income options, once the staple of retirement cash-flow …

Read More

Tax Deadlines to be Aware of in 2017

tax deadlines

January heralds the start of the annual panic of gathering up all those documents that we need for the income …

Read More

What can we expect in 2017?


As we start into 2017, here are some comments on what investors should consider in the coming year. Investors may …

Read More

Make Charitable Gifting One of Your 2017 Resolutions

charitable gifting

Here’s a good New Year’s Resolution, why not consider charitable gifting to help those less fortunate, both here at home …

Read More

Teaching Your Kids about Money


Almost on a weekly basis young couples stop by my office asking about life insurance or investing. When we get …

Read More

Important Budget Tips for Retirement


When developing a retirement budget, anticipating every expense one might face can be difficult, as it’s easy to underestimate how …

Read More

Page 3 of 6«12345»...Last »