Boston Leier
Investment Advisor
Your Team for Life's Journey
Life unfolds in seasons. Times of growth, transition, and challenge. Through it all, you deserve a trusted partner who understands what matters most to you and stands beside you with genuine care and expertise.
I believe wealth management is about far more than investments. It’s about truly understanding your complete financial picture, your values, and your vision for the future. Whether you’re protecting what you’ve built, growing your wealth, or ensuring a lasting legacy, I’m here to help you achieve the freedom and security you deserve.
The best outcomes come from genuine collaboration and open communication. I work closely with you to create a coordinated, comprehensive plan that reflects what truly matters. Then I adapt it as your life evolves.
Life brings inevitable transitions: career changes, business decisions, family milestones, or unexpected challenges. My role is to be your steady support system through every season, providing clarity and peace of mind at every stage.
I’m rooted in accountability and integrity. I leverage the full resources of RBC, specialized professionals, and your existing support systems to ensure every aspect of your financial life is thoughtfully addressed. Committed to this community and genuinely invested in your wellbeing, I’m dedicated to building deep, enduring relationships with the people and families I serve.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
Each client, family, and business owner has unique goals, values, and circumstances, which is why we don't believe in a one-size-fits-all approach to wealth management. Your financial plan should reflect who you are and what matters most to you.
Understanding your priorities is where we start. Through thoughtful questions and active listening, we work backwards from your goals to build a comprehensive strategy tailored to your specific needs. Collaborative planning, disciplined investing, and exceptional service are the foundation of how we operate, putting your mind at ease and helping you build the life and legacy you envision.
How we do it
Structured, Consistent Service
We believe accountability and reliability matter. You'll benefit from a clear service schedule with regular check-ins, portfolio reviews, and strategy discussions. Rather than sporadic contact, you'll know when to expect us—and we'll be there. This structured approach ensures your plan stays on track and evolves as your life and goals change.
Complete Transparency
You deserve to understand your investments, fees, and strategy. We explain our decisions clearly, answer your questions directly, and provide transparent reporting. There are no hidden agendas or complex jargon—just honest, straightforward communication about your wealth and your plan.
Collaborative Partnerships
Your financial plan doesn't exist in isolation. We actively collaborate with your accountants, lawyers, tax professionals, and other advisors to ensure a coordinated, integrated strategy. We leverage RBC's full resources alongside your trusted professionals to address every aspect of your financial life—tax efficiency, estate planning, risk management, and more. This collaborative approach eliminates gaps and ensures everyone is working toward the same goals.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.