Peter Boys, Boys Financial Services

Category Archive for: ‘Financial Planning’

What is an Estate Freeze?

estate freeze

Do you have a farm or business that you’re looking at transferring ownership to management or your children? If yes, …

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Plan ahead, none of us are immortal


Draft a will: It’s best to have it drawn up by a lawyer but even a handwritten will that is …

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How can Canadians Recover From Their Addiction to Debt?


Canadians today are some of the most indebted consumers in the world, loading up with more and more debt with …

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Why Business Owners Need a Succession Plan

succession plan

It is never too early to have a succession plan in place to ensure the continuity or smooth transfer of …

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Some Good Reasons to Avoid Will Kits

will kits

For different reasons, some Canadians feel they can figure out their own tax and estate plans either by going online …

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What is Financial Advice Worth?

financial advice

With 47 years of business and life experience to draw on and 21 of that in the financial advice business, …

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Tips and Traps with Life Insurance

life insurance

Tip: For many Canadians, life insurance is an important part of a sound financial plan. A life insurance policy is …

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Why You Should Consider Annuities


Annuities might be the best retirement product that few Canadians buy. This is surprising as they provide guaranteed income for …

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Understanding the Risks in Your Portfolio


It’s important for investors to understand that there are always risk factors involved with any type of investment. Understanding how …

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Should We All Just Work Longer?

work longer

I came across a very interesting article posted in Think Advisor by The Centre of Retirement Research at Boston College. …

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Which is Better, TFSA or RRSP? Part 2


Let’s consider the pros and cons of each investment saving option to help you decide the best way to invest …

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Which is Better, TFSA or RRSP? Part 1


This is a much debated subject when discussing investing. Both are great saving and investing options, but they come with …

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Get Ready to Retire


When people start to think about when to retire, all kind of images can come to mind. Long holidays, days …

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How Much Will You Need to Retire Comfortably?

retire comfortably

Up until recently, $1 million was considered to be the gold standard for retirement savings. These days, depending on where …

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Joint Last-to-Die Insurance Policies

Joint last- to- die insurance

Spouses usually share a bank account, a home, or even a business. How about sharing an insurance policy? There are …

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New Year Financial Resolutions

financial resolutions

At the start of each New Year, many Canadians ponder their goals. With the average Canadian’s debt to income ratio …

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Insurance Can Provide Security and Opportunity


I have been the beneficiary of two life insurance policy payouts in my lifetime. One was while I was a …

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Protect Yourself from Mortgage Fraud

mortgage fraud

As home prices spike across Canada the instances of mortgage fraud are on the rise. So what do you need …

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Don’t Get Stuck in a Rut!


Two dictionary definitions of a rut are: 1) A long deep track made by the repeated passage of wheels on …

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2017 Corporate Tax Strategies

tax strategies

This summer saw a raft of proposed tax changes that created an unprecedented uproar from small business owners, professionals and …

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