Boys Financial Service

At Boys Financial, we take pride in being a prominent financial services organization that sets the benchmark for excellence, know-how, and customer satisfaction. Founded in 1997 by Peter Boys, our team has grown to become the most extensive life insurance and investment solution distribution network in Stettler, serving clients across Central Alberta.

Our reputation has made us the partner of choice for individuals, families, and businesses seeking comprehensive financial planning and wealth management solutions. We work as a team, drawing on the strengths of each advisor, to create a personalized financial roadmap that aligns with your goals and dreams. Whether you're new to investing or have been investing for years, you owe it to yourself to experience the difference of working with Boys Financial.

Our Team

Our team of experienced advisors is dedicated to providing you with quality advice on how to manage your finances, achieve your short-term and long-term financial goals, and protect your loved ones and business. With over 20 years of collective experience in the financial services industry, our team has helped numerous clients navigate the complexities of estate and succession planning, investments and retirement planning, and protection and insurance.

From Ryan Lafleur, who has spent 18 years working with business owners, farms, and families, to Roland Schatz, who specializes in tax-efficient ways to create and retain wealth, our team is committed to finding effective solutions that meet your unique needs and goals. Our administrative team, led by Merlin Stewart, ensures that we operate above industry and professional standards, and Emerald Fakas, our receptionist, is always ready to welcome you with a smile and a friendly voice.

Our Services

At Boys Financial, we offer a wide range of financial planning and wealth management services designed to help you achieve your financial goals and secure your financial future. Our services include:

• Estate and Succession Planning: We provide estate planning solutions to clients who want to make responsible arrangements for their estate, taking into account the delicate nature of family relationships and ensuring that finances do not create unnecessary conflict among family members.
• Investments and Retirement Planning: We help you navigate the investment world, gather information, identify your goals, and recommend customized solutions to help you achieve your goals, including saving for retirement and eliminating debt.
• Protection and Insurance: We work with you to evaluate your needs and recommend custom insurance solutions to protect your loved ones and business from life's unforeseen events.
• Financial Planning: We provide comprehensive financial planning services, including savings and investment advice, professional private wealth management, and farm/business succession planning.

We believe that financial planning is not just about numbers; it's about achieving your goals and securing your financial future. That's why we offer a 1-hour free consultation to discuss your financial goals and objectives, and provide you with a personalized financial roadmap that aligns with your needs and aspirations.