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

From key‑person protection to benefits, there are ways to help your business keep running if life throws you a curveball...
04/10/2026

From key‑person protection to benefits, there are ways to help your business keep running if life throws you a curveball. Let’s talk about options that fit your budget and business goals.

Message us to get started!
https://bit.ly/4dFRuTj

Wishing a happy and prosperous Year of the Horse!   May this new year bring you good energy, swift success, harmony and ...
02/17/2026

Wishing a happy and prosperous Year of the Horse!

May this new year bring you good energy, swift success, harmony and happiness.

Happy Lunar New Year!

Don't miss out on this chance to boost your retirement savings! Make sure to contribute to your RRSP account before Marc...
01/22/2026

Don't miss out on this chance to boost your retirement savings!

Make sure to contribute to your RRSP account before March 2, 2026.

Take advantage of this opportunity to help grow your money tax-free and reduce your annual taxable income.

Want to maximize your RRSP contributions? Let’s chat.

Please note our adjusted office hours over the holiday season at DC Boertien Financial Services!We wish all of our clien...
12/15/2025

Please note our adjusted office hours over the holiday season at DC Boertien Financial Services!

We wish all of our clients a safe, happy, and relaxing holiday season. Thank you for your continued trust and support ✨

Our office will be closing early today. We value your patience and look forward to assisting you during our regular busi...
11/28/2025

Our office will be closing early today. We value your patience and look forward to assisting you during our regular business hours on Monday Dec 1, 2025.

Take control of your personal finances by understanding the industry better. Check out these resources to get started.  ...
11/26/2025

Take control of your personal finances by understanding the industry better. Check out these resources to get started.

https://bit.ly/3M2vfeD

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

We love both RRSPs and TFSAs. They're great retirement-saving tools that offer significant tax benefits. But which account is right for you?

The Government of Canada released the 2025 federal budget on November 4 (subject to approval by Parliament). It includes...
11/05/2025

The Government of Canada released the 2025 federal budget on November 4 (subject to approval by Parliament). It includes several key measures related to tax cuts and incentives, federal benefits, and support for workers.

To find out more, take a look at Sun Life’s summary of the highlights. And if you’d like to chat about how the 2025 budget relates to your financial goals, just call, message or send an email, and let’s talk!

https://bit.ly/4hH2obm

It’s RRSP & TFSA season! 💰Whether you’re saving for retirement, a new home, or your next big goal — we can help you make...
11/03/2025

It’s RRSP & TFSA season! 💰
Whether you’re saving for retirement, a new home, or your next big goal — we can help you make the most of your contribution room.

At DC Boertien Financial Services Inc., we believe great financial advice starts with local, personal service. Let’s make your money work smarter this year!

📞 Book your year-end review today and start 2026 on the right financial path.

As we gather with loved ones this Thanksgiving, we're reminded of how grateful we are for the gifts life provides. Wishi...
10/13/2025

As we gather with loved ones this Thanksgiving, we're reminded of how grateful we are for the gifts life provides. Wishing you a warm, joyful holiday filled with good food, great company and cherished moments.

Happy Thanksgiving!

📅 RRSP & TFSA Deadlines Are ApproachingAs the year comes to a close, now is the perfect time to review your financial st...
10/08/2025

📅 RRSP & TFSA Deadlines Are Approaching

As the year comes to a close, now is the perfect time to review your financial strategy and make the most of your contribution opportunities.

✅ RRSP contributions can help reduce your taxable income while building your retirement savings.
🗓️ Deadline: March 2, 2026

✅ TFSA contributions allow your investments to grow tax-free, providing flexibility for future goals.
🗓️ Deadline: December 31, 2025

Deadlines are fast approaching — don’t miss the chance to maximize your benefits for this year.

💬 Contact us today to review your contribution room and ensure you’re on track with your financial goals.

We are proud to be a hole sponsor at this year’s Contractors Golf Tournament. Thank you to the organizers, Beirnes Plumb...
09/05/2025

We are proud to be a hole sponsor at this year’s Contractors Golf Tournament. Thank you to the organizers, Beirnes Plumbing, Heating & Cooling, the volunteers, and the players for making this event possible. We’re grateful to be part of such a meaningful day for the hardworking, connected, and generous community of individuals and businesses. Wishing everyone a fantastic tournament and a memorable day of golf! ⛳

Here's to a fantastic school year ahead! To your kids' backpacks staying organized for at least a day or two and may the...
09/03/2025

Here's to a fantastic school year ahead! To your kids' backpacks staying organized for at least a day or two and may the joys of completed homework be yours all year long. Wishing you all a happy and safe school year. 📚

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

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