Business Details
29 Years
experience
Your Trusted Financial Partner in Stettler, AB
Founded in 1997 by Peter Boys, we have established ourselves as a leading financial services organization dedicated to providing comprehensive estate and succession planning solutions. Our team specializes in navigating the complexities of investments, retirement strategies, and insurance to help clients achieve their financial goals. With a focus on client-driven solutions, we prioritize understanding individual needs to deliver tailored advice that minimizes conflict and maximizes wealth preservation.Our expertise in tax-efficient wealth creation and retention has made us a trusted partner for families, farms, and businesses across Central Alberta. We combine decades of collective experience with ongoing professional development to ensure our clients receive the most current and effective financial strategies available in the Canadian marketplace.
Services
Financial Planning
Retirement Planning
Wealth Management
Farm Succession Planning
Travel Insurance
Banking Options
Details
- Year established: 1997
Highlights and features
- We offer over 25 years of experience in personalized financial planning
- Our client-driven approach prioritizes individual needs over products
- We provide comprehensive solutions for estate, retirement, and insurance needs
- Our team maintains industry-leading expertise through ongoing education
- We specialize in tax-efficient wealth creation and retention strategies
Services
Financial Planning
We develop comprehensive financial plans tailored to individual goals, combining investment strategies, tax optimization, and risk management. Our approach focuses on long-term wealth preservation while addressing immediate financial needs. Clients receive personalized guidance to navigate complex financial decisions with confidence.
Retirement Planning
Our retirement planning services help clients build sustainable income streams while minimizing tax liabilities. We analyze current assets, future goals, and risk tolerance to create customized retirement timelines. Regular portfolio reviews ensure clients stay on track to achieve their desired lifestyle post-retirement.
Wealth Management
We provide holistic wealth management solutions that integrate investment management, estate planning, and insurance protection. Our strategies focus on capital preservation and growth through diversified portfolios. Clients benefit from ongoing financial health assessments and market opportunity analysis.
Farm Succession Planning
Specialized planning services for agricultural operations ensure smooth intergenerational transfers while maintaining business continuity. We address tax implications, asset valuation, and legal structures to protect farm legacy. Our solutions balance family dynamics with operational sustainability.
Travel Insurance
We offer comprehensive travel insurance solutions covering medical emergencies, trip cancellations, and unexpected delays. Policies are customized for individual and family travel needs with 24/7 emergency assistance. Our advisors help clients understand coverage options and claim processes.
People
Ryan Lafleur
Financial Advisor
With 18 years of experience, Ryan specializes in creating tailored financial solutions for business owners, farms, and families. He focuses on simplifying complex financial concepts to help clients achieve their unique goals.
Peter Boys
Founder - Retired
Founder of Boys Financial with over 20 years in the industry, Peter established the firm's reputation for excellence in financial planning. He continues community involvement after retiring in June 2022.
Roland Schatz
Financial Advisor
With 20+ years in financial services, Roland specializes in tax-efficient wealth creation strategies for business owners and families. His expertise includes complex financial planning and estate preservation techniques.
Merlin Stewart
Admin & Compliance
Merlin has supported the Boys Financial team for over 20 years, ensuring compliance with industry standards while providing administrative support to advisors and maintaining operational excellence.
Emerald Fakas
Receptionist
As the first point of contact, Emerald manages client communications and administrative tasks while supporting advisors with documentation and data management processes.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including estate succession, retirement strategies, wealth management, and farm/business transition planning tailored to individual client needs.
How do you work with clients?
We use a client-driven approach, starting with understanding your unique goals before recommending customized solutions. Our process includes ongoing reviews and market analysis to ensure plan effectiveness.
Are consultations free?
Yes, we offer free initial consultations ranging from 30 minutes to 1 hour depending on the service type to discuss your financial needs and goals.
Do you serve clients outside Stettler?
While based in Stettler, we serve clients across Central Alberta through in-person meetings, virtual consultations, and after-hours appointments by arrangement.
How do you stay updated on financial trends?
Our team maintains industry expertise through ongoing education, professional seminars, and collaboration with other financial experts to provide current, evidence-based advice.
