Boys Financial: Educates you about lifestyle financial solutions
Our Mission is to help secure your quality of life by educating you about lifestyle financial solutions for reducing debt and simultaneously building net worth.
Our Approach is low-key but professional. We pride ourselves with staying up-to-date with industry trends and employ these insights with everyday solutions for our clients. We encourage you to question your options and invite you to approach us with those questions. We don’t sell anything; we educate!
Our Promise to you is to ensure that you receive the best advice and best product recommendations available in the Canadian marketplace today. We remain up-to-date with industry trends by attending seminars and taking ongoing related courses. We also co-ordinate any planning issues with other members of our professional team to bring you:
- Professional Expertise
- Creative, Personal Solutions
- Best-Of-Class Products
- Superior Service
Our Commitment to you is to audit your existing policies, including highlighting potential risks that may be unaddressed by your current coverage. We may also recommend alternative or additional coverage above and beyond any existing policy for your consideration. At no time however, will you ever feel pressured to change your existing policies or purchase additional coverage as a result of our audit. Of course, should the opportunity present itself, we always feel privileged to welcome new clients.
Our Goal is to help you in any way we can.
We look forward to meeting you!
– Peter Boys
CAFA, Advisor & Financial Coach
- Start Date:
- End Date: