Peter Boys, Boys Financial Services

Category Archive for: ‘Financial Planning’

Things to Consider When Getting Financial Advice

finacial advice

A recent article by the Ontario Securities Commission (OSC) highlighted their concerns that some financial advisors are not gathering adequate …

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Wealth Creation & Conservation Using Life Insurance

wealth creation

Today more Canadians, especially high income earners have an increasing need for death benefit protection but at the same time have …

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Why The Urgent Need to Plan for Your Wealth Transfer

wealth transfer

We spend a lifetime building our wealth, but we don’t always put the same amount of time and effort into …

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“Pay Cheques & Play Cheques” in Retirement


As legions of Canadian baby boomers approach retirement there is an urgent need for them to develop a customized retirement …

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Retiring? – Should you set up a RRIF or annuity?

RRIF or annuity

The year you turn 71 you will have until December 31 of that year to convert your RRSP into a …

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Why You Need to Review Your Insurance Policies Now!

insurance review

The Federal Minister of Finance has revised the tax rules for life insurance policies, so new regulations will come into …

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What’s The Best Age to Start Taking My CPP Payment?


What’s The Best Age to Start Taking My CPP Payment? The Canada Pension Plan withdrawal rules are changing to provide …

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How Much Life Insurance Do You Need?

life insurance

When trying to decide how much life insurance you need, there are many variables to consider including your age, health …

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Lessons We Can Learn From the Canada Pension Plan


It’s expected that the CPP will grow to $1 trillion before the middle of this century. Just 17 years ago, …

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Have Life Changes Impacted Your Estate Plan?

estate plan

I can’t stress the important of reviewing your estate plan on a regular basis, especially after any changes to your …

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Why Millennials Need Income Protection


Why Millennials Need Income Protection If you are part of the millennial group, you may be familiar with the debt …

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Estate Planning With The Impact of Increasing Land Values

estate planning

The latest Farm Credit farm land values report shows that Alberta had the 2nd largest increase of any province in …

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Seniors Health Care Costs

health care

For decades, research has documented the implications of the bulge of baby-boomers followed by years of low fertility and smaller …

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Is it Time for Your Farm Sale or Succession Talk?

succession planning

At a seminar we held in Stettler recently, several farm families came to learn about the solutions we come up …

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Watch For These Estate Planning Tax Issues

estate planning

  Many of us ditch our tax records after seven years not understanding this could cause tax issues in the …

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Think of Life Insurance as Another Asset Class

asset class

  There are many benefits of using life insurance as an asset class to compliment your existing investments. Providing an …

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Divorce & Your Finances


There are some things to think about if contemplating getting a divorce, as the financial fallout of divorce extends far …

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Are Small Businesses Confused With Employee Benefit Rules?


  When your business hires individuals and pays them salary, bonuses or commissions and provides employee benefits, you become an …

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Financial Risk Management for Young Families

manage risk

  The average Canadian family is getting ever deeper in debt, so the need to manage the associated risk has …

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Should You Stress Test Your Debt?

Break Out Of Debt

I just finished reading the latest report from Statistics Canada that Canadians are carrying more debt than ever, with the …

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