Alt
Stephen Boyle
Boston & Duke University Grad
Sun Life Financial Advisor

 

Stephen Boyle has over 15 years' experience in the banking, insurance, wealth management and group benefits sectors.  Stephen holds a variety of degrees and post secondary certificates that include The University of New Brunswick, Ryerson University, Boston University as well as Duke University. His passion for helping others with their financial planning needs while overseeing group benefit call centres drove Stephen to start up his own business, partnering with Sun Life Financial. Stephen understands that people work hard for their money and looks for opportunities to get their money working hard for them.

Stephen is a client-centric relationship builder who takes a consultative approach to his interactions, helping people translate their life goals into reliable financial plans that allow them to live in a more confident and stress-free way.

Stephen's background and experience in the Financial Service sector allows him to support and develop comprehensive financial plans that address all stages of life. Services include:

  • Insurance needs assessments
  • Investment & Wealth management reviews
  • Budgeting & Financial planning design and reviews
  • Estate & Gift planning design and reviews
  • Group benefit reviews (for individuals)
  • Group benefit consulting (for business owners)

 

Meet Stephen at the US College Expo in Toronto.

GUEST SPEAKERS / SPECIAL APPEARANCE