DC Boertien Financial Services Inc.

DC Boertien Financial Services Inc. Your financial strategy should be as unique as you are. Let’s work together to protect what matters most to you and help you secure your future.

Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Reach out to get started. Let’s get you there.

*Doug Boertien, FP® Retired, CLU®, CHS - Advisor, Sun Life | President, DC Boertien Financial Services Inc.
*Philip Boertien, CFP®, CLU® - Associate Advisor, Sun Life
*Scott Boertien, CPA,CFP® - Associate Advisor, Sun Life
*Bill Huether - Associate Advisor, Sun Life

08/05/2026

Important Notice: Scheduled System Maintenance 🛠️
Our communication channels will be temporarily offline at the office tomorrow morning, August 6, from 10:00 AM to approximately 11:00 AM for essential network upgrades. During this outage, our phone lines will be completely unavailable.

We apologize for any inconvenience this standard maintenance may cause, and we appreciate your patience as we improve our services.

We will be closed on Monday, August 3rd for the Civic Holiday. We look forward to serving you again when we reopen for r...
07/31/2026

We will be closed on Monday, August 3rd for the Civic Holiday. We look forward to serving you again when we reopen for regular business hours on Tuesday, August 4th at 8:30 AM.

Wishing everyone a safe, relaxing, and happy Civic Holiday weekend!

Please note that DC Boertien Financial Services will be closing early today, Friday, July 17th, at 2:00 PM for an office...
07/17/2026

Please note that DC Boertien Financial Services will be closing early today, Friday, July 17th, at 2:00 PM for an office function.

We will resume regular business hours when we reopen on Monday, July 20th at 8:30 AM.

If you have an urgent inquiry during this time, please leave a voicemail at 519-291-4453 or send an email to your primary contact, and we will respond as quickly as possible upon our return.

Thank you for your understanding, and have a wonderful weekend.

Wedding season is full of exciting milestones — and it’s a great time to think about what comes next. From combining fin...
07/03/2026

Wedding season is full of exciting milestones — and it’s a great time to think about what comes next. From combining finances to setting shared priorities, having the right conversations early can make a difference.

If you’d like to talk through your next steps together, let’s connect. https://bit.ly/4eVrPF3

🍁 Happy Canada Day! 🇨🇦Today, we celebrate the incredible country we’re proud to call home—its communities, opportunities...
07/01/2026

🍁 Happy Canada Day! 🇨🇦

Today, we celebrate the incredible country we’re proud to call home—its communities, opportunities, and the people who make it so special.

From all of us at our office, wishing you and your family a safe, relaxing, and memorable Canada Day filled with laughter, great company, and plenty of Canadian pride.

🍁Happy Canada Day!🍁Our team is taking the day off to celebrate this beautiful country with our own families, so we will ...
06/29/2026

🍁Happy Canada Day!🍁

Our team is taking the day off to celebrate this beautiful country with our own families, so we will be CLOSED on Wednesday, July 1st, 2026.

We will re-open for regular business hours on Thursday, July 2nd, 2026.

Wishing you all a safe, sunny, and wonderful day filled with laughter, good food, and great company! ☀️✨

Imagine a financial strategy where if you get sick, your business gets paid—but if you stay healthy, you get your money ...
06/24/2026

Imagine a financial strategy where if you get sick, your business gets paid—but if you stay healthy, you get your money back. 😮

It is called a Shared Critical Illness agreement through Sun Life Canada, and it is one of the smartest ways for Canadian entrepreneurs to manage risk.

Why look into it?

- Shared Cost
- Business Safety Net
- Wealth Accumulation

Stop choosing between protecting your business and building personal wealth. You can do both.

Connect with us today or send us a message to book a quick strategy call.

Your employees are your greatest asset. A healthy workplace culture built on trust, flexibility, and support can improve...
06/12/2026

Your employees are your greatest asset. A healthy workplace culture built on trust, flexibility, and support can improve retention, productivity and long-term growth.

From prioritizing mental well-being to encouraging healthy habits, small changes can make a big impact.

Ready to strengthen your workplace? Let’s start the conversation.

This long weekend is a perfect time to gather with loved ones, enjoy the great outdoors and appreciate the opportunities...
05/15/2026

This long weekend is a perfect time to gather with loved ones, enjoy the great outdoors and appreciate the opportunities we cherish in Canada.

Happy long weekend!

Happy Mother's Day to the incredible women who give so much! 👩‍👧‍👦💕 Today we celebrate YOU and everything you do.
05/10/2026

Happy Mother's Day to the incredible women who give so much! 👩‍👧‍👦💕

Today we celebrate YOU and everything you do.

Address

105 Elizabeth Street West, Unit 202B
Listowel, ON
N4W1C8

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15192914453

Website

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