Peter Boys, Boys Financial Services

Category Archive for: ‘Financial Planning’

CRA is Changing the Tax Rules for Life Insurance in 2017


It seems that all good things either come to an end or get changed, and life insurance taxation is no …

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Insurance Protection for Single Parents, Housewives, Contract Workers and Farmers (Part 2)


  Continuing from last week, let’s review the importance of more insurance options for this cohort of people. Critical illness …

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Insurance Protection for Single Parents, Housewives, Contract Workers and Farmers (Part 1)

insurance protection

For those of you who are the sole earner and provider for your family, you have to make every dollar …

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Are You Planning on Leaving an Estate? Part 2

estate planning

Continuing from last week, here are some more points to consider to avoid stress and conflict when planning to leave …

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Are You Planning on Leaving an Estate? Part 1

estate planning

Leaving an inheritance to one’s heirs can make a significant difference to their financial well-being. But when money is involved, …

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Insurance – Safeguarding Your Family’s Lifestyle


When you first started working you may not have given insurance a second thought. However, as you enter your peak …

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‘Tis the Season for Charitable Gifting


We Canadians have a strong tradition of donating to charities. Unfortunately due to government funding cutbacks, the amount of public …

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Taking Charge of Your Savings in Your 40s


Suddenly, you realize you’re in your 40s, and perhaps you don’t have the savings you’d like to have by this …

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Succession Planning, A Good Winter Project for Farm & Business Families

succession planning

With the crop in the bins, fall work completed and the fall run of cattle leveling off, this winter might …

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Tax Changes and Life Insurance

life insurance and taxes

Life insurance is an attractive tool for estate planning because the proceeds received at death are generally not taxable. If …

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Life Insurance – The Last Great Tax Shelter

life insurance

Much of what a financial advisor does is around tax deferral, tax minimization and replacing taxes on death for estate …

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The Minefield of Executor Liability

executor liability

Most people usually only act as an executor of an estate once in a lifetime. This means that there are …

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Should You Ease into Retirement?

easig into retirement

Instead of taking a more traditional retirement route, some Canadians today are working with their employers to allow them to …

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Is Your Small Business on the Right Side of the Law?

small business

There’s much more to setting up a small business than meets the eye. From permits to laws that govern employees, …

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Do Our Investments Needs Change as We Retire?


Retiring at age 65 gives us an average life expectancy of about 20 years, which means half of us will …

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Investment Opportunities for Seniors in 2015!


Changes made for the 2015 tax year include an increase in the allowable TFSA contribution room limit for 2015 and …

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Are Your Adult Children Draining Your Retirement Savings?


A number of recent surveys show that ever more adult children are returning home to live with their parents. This …

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Planning to Sell or Transition Your Farm or Small Business in The Near Future?

Farm Couple

The aging of our farm or small business owners in Alberta highlight the urgent need for many to get started …

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“Must-knows” about Investment Risk

investment risk

Why it’s essential to understand risk: In order to plan for your financial future, you need to understand that investment …

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Life Insurance! But Why Disability, Critical Illness or Long Term Care?


Several recent surveys have highlighted that most Canadians have insufficient life insurance coverage, and a significant number don’t have any …

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