Peter Boys, Boys Financial Services

Category Archive for: ‘Transparency’

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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Is your bank the right “advisor” for you?

Think Ouside The Box

It is time for you to start looking for the right advisor for you. Almost every week I hear about …

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The Future of Good Financial Advice

Planning Next Move

The sub-prime mortgage meltdown in 2008 impacted every aspect of the financial services industry and almost brought the world’s banking …

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The Value of Advice From A Financial Coach

Key To Success

  Peter has held the title of a “Financial Coach” since 1997, a term that Mackenzie Financial plugs when advocating …

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Financial Coach Checklist

In Living Room

The following brief checklists were composed as a supplement to our Value of Advice From A Financial Coach post – …

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Raising The Bar For Financial Advisors

Million Dollar Round Table member

  Millions of Canadians rely on financial advisors to provide them with sound advice and access to suitable financial products …

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