Christopher Boyle Financial Planner

Personalized Financial Advise you can Trust

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We value Integrity,
Communication and Honesty.

Personalized Financial Advice you can Trust.

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Protecting your Income

Tailored Wealth & Tax Strategies

Estate Planning for the Next Generation

Protect your Paycheque

We'll help you find solutions to mitigate your risk of disability or illness, both short term and long term.

welcome

Tailored Wealth & Tax Strategies

We offer bespoke advice to Individuals and Business Owners, including Investment & Insurance-based Strategies.

welcome

Estate Planning for the Next Generation

We support Families and Business Owners with ensuring the most money possible stays within the family and the least amount goes to tax.

welcome

Here's what we can do for you.

What we do

Services

A wide range of personalized services for families.

Protecting your Paycheque

Tax Efficient Wealth Creation

Estate Planning

Group Benefits, including RRSP & Health & Dental

Wealth & Financial Education

Here's some of the clients we have teamed up with

How we work

During the Introductory call, I will try to better understand what matters most to your family and/or business.

01

plan

We will provide you with the information you need to make a proper decision on your financial future.

02

research

We'll create a Customized Plan & Approach to help fill in the gaps and client needs.
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03

refine

Regular Checkups, Reviews & Communication.

04

define

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05

launch

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06

evaluate

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REach out

Have questions? We're here to answer them.

Let's work together