Chris Boyle

🔍 Accountant vs. Financial Advisor: It’s Not About Choosing One Over the Other! 🔍

When it comes to managing your finances, understanding the distinct roles of accountants and financial advisors is key to a well-rounded approach.

Accountants excel at handling the now. They assess your tax efficiency, ensure your financial records are accurate, and help you make smart decisions today. However, their focus is usually short-term—often within the next 1-5 years.

On the other hand, Financial Advisors are your partners in planning for the future. While they work hand-in-hand with your accountant to manage your current financial health, they bring a broader perspective. They look ahead, planning 5, 10, 15, or even 50 years down the road, helping you build a secure future.

👉 The truth is, it’s not about choosing one over the other. It’s about utilizing both to their fullest potential. When accountants and financial advisors collaborate, you get the best of both worlds: solid financial management today and a secure, well-planned tomorrow. 🌟

💡 Make sure your team is working together for your benefit. If your accountant and financial advisor are good, they’ll happily collaborate to ensure you achieve your financial goals with confidence and clarity.

🚀 Exciting Announcement! 🚀

We're thrilled to unveil our brand-new 6-part video series exploring the benefits of working with a discretionary portfolio manager compared to traditional banks and mutual funds. 🌟📈

Over the next few days, we’ll dive deep into:
🔹 How discretionary portfolio management offers personalized strategies tailored to your unique goals.
🔹 The advantages of flexibility and agility in managing your investments.
🔹 Insights into how discretion can potentially enhance returns compared to conventional methods.
🔹 How to access these managers, minimum investment amounts and fee structure.
Stay tuned and join us on this journey to discover how you can take your investment strategy to the next level! 🎥💡

👉 Watch the series and learn why a discretionary portfolio manager might be the game-changer you're looking for!

🏒 Ready for the Stanley Cup Final? Just like your favorite team needs a solid game plan, your finances do too! 🏆 Whether it's insurance to protect against unexpected hits or investments to score big in the future, we've got the strategies to help you win. 🏅 Secure your financial future and take home the cup of peace of mind! Reach out to start the conversation today!

🏠🔍 Own real estate through a corporation or trust? It's crucial to review your tax liability and insurance policies! Corporations and trusts are fully exposed to the new capital gains tax increase from the first dollar. Individuals face a 66.67% inclusion only after $250k. A review could save you thousands, even hundreds of thousands, in taxes! 💸✨ Have questions or need a review? Contact us today! 📞💬
(780) 966-5084
[email protected]

Lots of people are talking about the Capital Gains increase starting June 25, 2024. Many people think that it only applies to capital gains over 250k. That is true.... kind of. That is for individuals only. Corporations and trusts however will have the 66.67% inclusion rate from the first dollar of a capital gain. If you are a business owner and want to look at planning, or how to deal long term with this liability, reach out and lets have a discussion about some options.

Switched all my back office support to Lead Xpert. So much better. Everything is in one place (document signing, social media scheduling, google review and reputation, email campaign, funnels and automation) been great. If you are in an industry where you have clients and are prospecting for new leads, its worth looking at. Let me know, i can maybe even get you a discount! 😉

"Sure, we won't reinflate egos or fund plastic surgery, but we've got your back on those jiu jitsu-induced broken bones or even life insurance if you keel over from laughter! Make sure your coverage suits your clan. Book a consult to dodge life's fumbles—after all, every solid offense needs an airtight defense!" 🏈💼

Was an absolute pleasure to be on the Edmonton Sports Talk Hangout Show this morning. Talked about everything from Oilers, to Elks and even some cooking. Have a watch! Thanks to Tom Gazzola, Matthew Iwanyk and Joaquin Gage for the conversation!

The EST Hangout - Christopher Boyle, Joaquin Gage - 05-09-24 Christopher Boyle and Former NHLer Joaquin Gage join Tom Gazzola and Matthew Iwanyk to look back on game one of the Edmonton Oilers and the Vancouver Canucks...

https://www.christopherboyle.net/blog/what-is-hospitalization-insurance

What is Hospitalization Insurance? What's your contingency plan for an unforeseen event that puts you out of work for a month? Whether it's a sudden hospitalization or a prolonged illness of a family member, typical

Check out my new blog: If you have kids in sports, or you are a weekend warrior, or you want to ensure no matter what income is still coming into your house if you get sick or injured, you should read this!!
What is Hospitalization Insurance? And How Does it Work? —secure your income against sickness or injury, including fractures and broken bones. With affordable coverage, you'll start receiving payments from the first day of hospitalization.
https://www.christopherboyle.net/blog/what-is-hospitalization-insurance

https://www.youtube.com/live/yqBXc6OiSKY?si=QH06hUjF7dsEJI4F Oilers vs Knights Preview. Tales of the North. Check it out. Also a shout out for my business. Fast forward to 35 min into the video. These guys are great to work with and check them out for your Sports Talk.

Oilers Game Day vs Golden Knights - Jamie McLennan & Greg Wyshynski - The Nielson Show - 04-10-24 Dusty and Lt. Eric are back with another jam packed show! The boys will setup tonight's action between the Oilers and Golden Knights. Shed some light on the ...

Just received this google review from a client. Thank you so much Maria. Its been a pleasure working with you as well!!

Google review of Christopher Boyle - Financial Advisor by Maria Farrell ★★★★★ "Chris is an outstanding advisor whom I confidently turn to for both my family and closest friends. His wealth of expertise in the financial industry is immediately evident as soon as you connect with him. I'm continually impressed by his depth of knowledge and expertise. Without hes...

🚨 Protect Your Family with Critical Illness Insurance! 🚨

The images in this post explain a bit more about what Critical Illnesses are covered in CI Insurance and the most common illnesses that are claimed on.

Are you prepared for life's unexpected twists and turns? Critical Illness insurance provides crucial financial support when you need it most. From cost-conscious term policies to plans offering a return of 100% of premiums paid, there's an option tailored to your needs. .

Reach out to Chris Boyle at [email protected] or call 780-966-5084 to learn more about Critical Illness insurance and how it can safeguard your family's future. Be proactive and don't wait until it's too late – secure peace of mind today!

Complimentary Financial Review - https://mailchi.mp/e4bcedaf53f4/complimentary-financial-review

And the winner is......?

Big congrats to Katrina Tober for winning a pair of tickets to see the Oilers play vs the Wild on Friday night Feb 23th.

Thanks to all who entered. Keep on the look out for the next giveaway!