William Gregory Boggs & Associates

Boggs Financial is a dedicated team of experienced financial professionals serving clients in Arthur, Ontario and beyond. We strive to empower our clients to achieve their financial goals through personalized guidance and a comprehensive suite of services.

Our Expertise

Our team comprises seasoned professionals with extensive experience in:

• Financial Planning: We create personalized plans to address your unique financial goals, encompassing investments, insurance, and risk management.
• Investment Management: We help you navigate the complex investment landscape and make informed financial decisions regarding your assets.
• Insurance Solutions: We provide tailored insurance coverage to protect your financial security in the face of unexpected events.
• Retirement Planning: We guide you through the process of planning for your golden years, maximizing retirement savings and exploring available options.

Who We Are

Timothy Ryan Boggs, Manulife Wealth Inc. Life Insurance Advisor and Founder of Boggs Financial, leads the team. He is joined by Colleen Fleet, Mutual Funds Advisor Assistant and Life Insurance Advisor. Together they combine their knowledge and expertise to offer personalized guidance and support to every client.

Our Approach

We believe in building strong relationships with our clients, understanding their individual needs and aspirations. We work collaboratively with you to establish clear goals, assess your financial health, and create a personalized roadmap for success. We are committed to open communication, transparency, and regular review to ensure your plan remains relevant and effective over time.

Our Values

At Boggs Financial, our core values are:

• Client-Centricity: We prioritize your needs and goals in every interaction.
• Integrity: We maintain the highest ethical standards and transparency in all our dealings.
• Professionalism: We work with diligence and expertise to provide you with reliable and insightful guidance.
• Community Involvement: We are committed to contributing to the well-being of the Arthur community through various organizations and initiatives.