Personal Financial Management
Managing your finances means more than just managing your expenses. Here at J Boey, CPA, we help our clients develop long-term, strategic solutions towards their financial circumstances.
We’ll help you discover money-saving opportunities, allowing you to plan for the future and open yourself up to investment.
Seek the advice of a certified financial planner. Gain confidence and pave the road for a bright successful future.
Call us today at (905) 938-0808 to get started.Book an Appointment
Located in St. Catharines servicing St. Catharines, Niagara Falls, Welland and surrounding areas
J Boey, CPA’s Certified Financial Planners
Our certified financial planners can help you understand your finances and make your money work for you. Here are a few financial planning areas our specialists can help you with:
Income and Cash flow
Assessing your income and cash flow is the first step to personal financial management. One of our accountants will look over how much money you have and how much you can put towards your expenses and investments.
We’ll discuss the valuable assets you have and what they can do for you.
Investment and Savings
We’ll analyze how your capital and how to make it grow over a short period of time and in the long run. Our agents will identify what investments give you the best chance of achieving your financial goals.
Advice and Understanding
With us, you’ll learn how to make the most out of your financial planner as you learn how to make informed judgments about your spending and investments. Ultimately, we’ll give you the tools to manage your portfolio and become an autonomous financial decision-maker.
Our financial advisors provide you with experienced advice on managing your personal wealth. We help you make decisions with confidence. Investments, tax filing, retirement planning, estate planning: all are areas that we can help you navigate with ease. We offer assistance to people will all ranges of income, goals, and comfort levels.
As part of our wealth management services, we conduct regular follow-ups to make sure you are satisfied with our work. We’ll also be sure to implement any changes you’d like to make while ensuring your assets remain secure. Rest assured: With us, you have an advisor you can trust.
As the economy changes and people are living longer, it becomes increasingly difficult to plan for retirement. Guaranteed pensions are a thing of the past. Our consultants can help you plan your lifestyle in retirement, develop an idea of how much you need to save, and help you find ways to save for it. We will also work with you to satisfy your retirement dreams. Whether your desire is to travel abroad or move closer to home, our advisors will be there to help.
Here are a few ways in which we help financially prepare you for retirement:
- Adjusting your investments: This will allow you to plan your retirement and sort out a potential daily income.
- Repaying debts: Our advisors also help create a plan to repay your debts so that you can enter retirement debt-free.
- Applying for benefits: Doing this early will make sure that you receive the payment on time.
- Budgeting: We calculate a realistic monthly income, including potential benefits, which can help you create a sustainable budget.
The Certified Financial Advisor You Can Trust
Get in Touch Today
To start your financial management planning, contact J Boey, CPA today. We promise you won’t be disappointed. Call (905) 938-0808.Contact Us