Peter Boys, Boys Financial Services

Staff

Peter

Peter Boys

Advisor & Financial Coach

Peter was raised on a mixed farm in Great Britain and earned his National Diploma in Agricultural Engineering in 1969.  He emigrated to Canada in 1970, worked in the farm equipment business for 27 years and in 1997, Peter transitioned to the Financial Services industry where he works as an independent Insurance and Investment full-service broker, networking with affiliated professionals.

Committed to ongoing professional development, Peter enjoys staying abreast of ever-changing trends in the financial space, including Advocis’ Raise The Bar initiative. Read more about Peter Boys’ support for Advocis.

Peter is an active member of Advocis (the Canadian Association of Insurance and Financial Advisors) and is a Certified Agricultural Farm Advisor registered with CAFA (Canadian Association of Farm Advisors).  He is also the past-fundraising chairperson and a Director of the Stettler Rotary Club, and a past Vice-President of the Stettler & District Chamber of Commerce.  Peter is also a qualifying member of the MDRT (Million Dollar Round Table) and a strong adherent of their code of ethics and business principals.

Licensed for life, disability, group health, accident and sickness, critical illness and long-term care insurance, segregated funds, term deposits, and other banking products, Peter welcomes new clients by referral as well as walk-ins and phone appointments.  He enjoys working with farm and small business owners on sale or succession planning issues, and reserves Wednesday afternoons for client meetings at Forestburg Agencies in Forestburg on an as-needed basis.

Peter writes a weekly financial article for the Stettler Independent Weekender, and is also available for public speaking venues.

Roland Schatz

Associate

Roland has spent over twenty years dealing with professionals and business owners and almost twelve years in financial services. He has worked with clients ranging from individuals and business owners to some of the largest Fortune 500 companies in North America. Prior to forming Clarity Wealth Solutions, Roland spent almost a decade in sales and management with a large private equity firm based in Calgary. In addition to being the top performer in Canada since 2006, he managed sales teams in three provinces and relationships representing over $500 Million in investments with his firm. His focus was on understanding and delivering against the needs of high net worth clients and their trusted advisors. He is passionate about finding efficient and innovative ways to help clients in managing risk and preserving wealth.

merlin

Merlin Stewart
Where all the paperwork begins and ends

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Emerald Fakas
Receptionist