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.
Financial Planning for Business Owners: Beyond the Bottom Line
December 12, 2015
Financial planning for business owners in Canada: Integrate corporate and personal finances with Life-Centred Planning for sustainable wealth and security.
Wealth Transfer Planning in Canada: Beyond Traditional Estate Planning
November 4, 2025
Wealth transfer planning goes far beyond estate documents. Learn the six key decisions that prepare the next generation for stewardship and strengthen family bonds.
How to Align Your Financial Plan With Your Life Goals
October 27, 2025
We’re unpacking how life-centred financial planning prioritizes your life goals over investment returns, helping you achieve the best life with the money you have today.
Protecting Your Financial Future in a Digital World
October 21, 2025
October is Cybersecurity Awareness Month, and as your trusted financial planning partner, we want to help you stay safe in today’s increasingly digital world. Cyber threats are evolving rapidly and protecting your personal and financial information is more important than ever.