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.
How Can Young Professionals Start Building Wealth Early?
February 27, 2026
Financial planning for young professionals starts with clarity, not complexity. Build wealth early by aligning your money with your values and future goals.
TFSA Beneficiary vs. Successor Annuitant (Holder): Which is best for you?
January 22, 2026
Learn the key differences between naming a TFSA beneficiary and a successor annuitant. Discover why the successor annuitant option is best for spouses and how to choose the right designation for your financial plan.
Navigating January Blues and the Holiday Debt Hangover
Jan 15, 2026
Why do money worries peak in January? Explore the fears behind financial anxiety, and learn how planning can turn stress into confidence.
Understanding Risk Management in Your Financial Plan
December 12, 2025
We’re discussing risk management in financial planning: insurance strategies, protecting assets, and provision-focused planning for Canadian families and businesses.