Clarity Wealth Solutions -
Branding MEMO
November 8th, 2023
We have some fantastic news for all our clients! We now have a team of four you can count on for help. No, we’re not going anywhere, our team has grown. Ryan Lafleur and Roland Schatz will continue to focus on helping our farms, businesses, and families by providing the time, know-how, solutions, and service required. We have always been client solution based and strive to put our client's interests first.
Clarity Wealth Solutions (Ryan Lafleur and Roland Schatz) purchased Boys Financial Services back in 2019. Since then, we have been operating with two trade names, Clarity Wealth Solutions and Boys Financial Services.
We have decided to simplify things for our clients, staff, and partners in business by consolidating the Clarity Wealth Solutions brand into our Boy Financial Services brand. Our Clarity Wealth Solutions emails and website have been re-directed to our Boys Financial Services emails and website. This ensures no emails or communication is missed.
Nothing else changes other than more staff to better serve your needs. With will brand transition, we will be able to offer a higher level of customer service to our valued clients. Everything else is the same.
See our Boys Financial Services contact information and team below:
Toll Free: 1-866-219-7366
Office: 403-742-6450
Address:
4910A 51 Street
PO Box 2089
Stettler, AB
T0C 2L0
Please feel free to reach out to us if you have any questions. We are always here to help.
Boys Financial Staff – From Left to Right
Merlin Stewart (compliance), Emerald Fakas (admin/advisor), Roland Schatz (Advisor), Peter Boys (Now Retired), Ryan Lafleur (Advisor)