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DC Boertien Financial Services Inc. 105 Elizabeth St W, Listowel, ON N4W 1C8 |  Phone: (519) 291-4453  |   EMAIL: |

We can help you sort through all of the options available to you and find the perfect balance in a customized financial plan that works best for you and your family, your business and your employees.

The advisors at DC Boertien Financial Services Inc. are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life Financial group of companies. 

* Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc.

As a business owner, you are probably looking for an advisor who can see and understand the affluent business owner’s big-picture needs. We work by developing customized, balanced strategies to achieve your specific goals of wealth preservation, avoidance of unnecessary tax burdens, creditor protection, wealth accumulation and wealth distribution to yourself, your family, your estate and preferred charities.  You need someone that can offer the best solutions available for savings and retirement as well as health and benefit plans for your employees.  That's where we come in.

Solutions for you and your family

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Solutions for your business

  • Do you have a Succession Plan for your business so you can retire someday?
  • Do you have a plan in the event of a death or critical illness?
  • Do you know what 'Key Person Protection' is?
  • If you have a business partner - do you have a 'Buy-Sell' agreement?
  • Are your employee benefits giving your employees everything they need?
  • What about their savings and retirement plans?
  • Do you know if you are paying too much for those plans?