What Market Volatility Means (and What It Doesn’t)
17 July 2026
Market headlines can be hard to ignore, especially during periods of volatility. It’s natural to feel unsettled when markets move up and down.
Beyond Stocks and Bonds: Why Diversification Still Matters
July 14, 2026
After three consecutive years of strong stock market performance, it's understandable that many investors are questioning the need for diversification.
How to Enjoy Summer Without Overspending
July 10, 2026
Summer is meant to be enjoyed, with a little planning, you can make the most of the season without putting pressure on your finances.
Your Mid-Year Financial Check-In: 5 Questions to Ask Right Now
July 2, 2026
As we reach the halfway point of the year, July can be a valuable opportunity to pause and reflect on your financial progress.
Seniors Month: 3 Financial Conversations to Have with Aging Parents
June 25, 2026
June is Seniors Month in Canada, a meaningful opportunity to honour the people who raised us, supported us, and shaped who we are today.
Understanding Investment Account Types in Canada
June 23. 2026
Learn the differences between TFSA, RRSP, and non-registered investment accounts in Canada and how each supports long-term financial planning.
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.