Peter Boys, Boys Financial Services

Category Archive for: ‘Financial Planning’

Succession Planning – Do the Tough Things Right

Do the Tough Things Right… How to Prevent Communication Disasters in Family Business Do the Tough Things Right…how to prevent …

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Farm Succession Planning – In-Law Factor

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Farming’s In-Law Factor… How to Have More Harmony and Less Conflict on Family Farms Every farm teams wants harmony on …

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Your Will: Legacy or Disaster

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I have commented before on the folly of having wills that are out of date, or worse yet, having no …

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Another Reason for a Succession Plan

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Watch this video with Dr. David Kohl discussing the new issues arising with lenders. Lenders are starting to include transition …

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Willing Wisdom

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Willing Wisdom – 7 Questions to Ask Before You Die by Thomas William Deans speaks on how you leave your …

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Why We Need Life Insurance

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Life insurance can’t change unfortunate circumstances, but it can soften the blow and give your family time to heal when …

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Are you living paycheque to paycheque?

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A recent survey taken of thousands of Canadian employees found that just over half would have difficulty paying their monthly …

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Common Myths about Life Insurance

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Our ultimate mortality is an issue that many of us don’t care to face up to, and any discussion about …

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Farmers and Retirement- Will You Get to Enjoy the Fruits of Your Labour?

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In the 44 years I’ve had the good fortune of working with farm families discussing farmers and retirement, I’ve found …

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Cash Flow Problems?

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In today’s hectic world, I’m finding a concern across all age and income levels is managing day-to-day cash flow. Many …

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Critical Illness – A Greater Risk than Dying?

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A healthy 35 year-old male has a significantly greater risk of suffering a disability or critical illness prior to age …

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Taxation Changes Will Dramatically Impact Some Canadians

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Proposed taxation changes to how CRA will tax prescribed annuities are hidden in other changes planned for life insurance products. …

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You can be lucky – it just takes Hard Work and Perseverance!

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People often tell me that I must have been lucky to get to where I’m at in life, to which …

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Creditor Insurance

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My recent article regarding creditor insurance has brought out a lot of interesting questions that I thought that I would …

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Joint Life Insurance Coverage

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When meeting young couples for the first time, I commonly find some who have purchased a joint life insurance policy …

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Why You Need Critical Illness Coverage

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Though most Canadians understand the need for life insurance, they often don’t understand the need of critical illness coverage. The …

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Life Insurance 101- The Basics

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Selecting the right type of insurance coverage is easier when you understand how the different types can work for you. …

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Letter to Kevin Sorenson

  Kevin Sorenson – MLA Crowfoot, Minister of State (Finance)                                       July 28, 2014 Dear Kevin, I am passing along …

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Caring For Elderly Parents

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Many Canadian families caring for elderly parents are struggling to fill the gaps left by our already strained public system, …

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