Why Trying to Time the Market Usually Backfires
June 19, 2026
Market timing sounds logical, but often backfires on Canadian investors. See why staying invested through volatility can support stronger long-term outcomes.
Thinking about buying, downsizing, or refinancing this year?
June 18, 2026
Make confident homeownership decisions this year. See how buying, downsizing, or refinancing can fit your lifestyle, cash flow, and long-term financial plan.
A Retirement Plan Isn’t the Same as a Financial Plan
June 9, 2026
Many people have a retirement plan, but few have a complete financial plan. Learn why true financial planning goes beyond retirement and helps guide every stage of your financial life.
When Financial Planning Feels Too Complicated to Start
May 8, 2026
Tim Borody, CPA, CMA, CFP, Wealth Advisor, Advice First Wealth
Feeling overwhelmed by financial planning? Learn why complexity delays action and how gaining clarity can help you make confident financial decisions.
How to Work With Your Accountant for Smarter Tax Planning
April 21, 2026
Coordinate with your accountant and financial advisor to strengthen tax efficiency. Learn how professional collaboration reduces your tax burden and aligns finances with your life goals.
Tax Season in Canada: Turning Preparation into Planning
17 April, 2026
We’re considering Canada's tax season with practical filing tips, tax-saving strategies, and RRSP contribution tactics. Prepare ahead and align your taxes with your financial goals.
Why Having the Right Team Around You Matters More Than You Think
April 16, 2026
Tim Borody, CPA, CMA, CFP, Wealth Advisor, Advice First Wealth
Discover why a coordinated financial team matters, and how a financial advisor brings clarity, alignment, and peace of mind to complex decisions.
Why Financial Planning Starts With Knowing What You’re Building
March 27, 2026
Tim Borody, CPA, CMA, CFP, Wealth Advisor, Advice First Wealth
Discover why financial planning starts with a clear goal. Learn how defining your financial future leads to smarter decisions and better outcomes.
Financial Planning Trends to Watch in 2026
17 March, 2026
Financial planning in 2026 brings new tax changes, retirement shifts, and wealth management trends every Canadian should know. Get the insights you need to plan with confidence.
What Is an RRSP Meltdown Strategy and When Does It Make Sense?
March 16, 2026
An RRSP meltdown strategy shifts savings from taxable accounts to tax-free ones before retirement. Find out if it could reduce your lifetime tax bill.
Financial Planning Doesn’t Have to Feel So Overwhelming
March 10, 2026
Tim Borody, CPA, CMA, CFP, Wealth Advisor, Advice First Wealth
Recently, I had the opportunity to speak at an event focused on women in wealth and investing. While the discussion covered a wide range of topics, the most meaningful conversations weren’t about markets or investment strategies, they were about financial planning itself.
What stood out most to me were two things.
How to Evaluate if You're Financially on Track
March 3, 2026
A financial progress check helps Canadians measure savings, debt, and goals against what matters most. Track your financial health with confidence using life-centred planning.