Boden and Associates

Summer is a reminder that financial planning isn’t just about numbers ☀️ — it’s about creating the freedom to enjoy life with confidence.

Whether your goals include travel, retirement, family milestones, or simply peace of mind, having a plan in place can help you feel more prepared for what’s ahead.

A thoughtful financial strategy is designed to support every season of life 🌿

Call or email us today to talk about your goals and financial plan

RRSP season is over… now what? 💭

Many people focus on the deadline, but financial planning doesn’t stop once contributions are made. In fact, this is a great time to take the next step in your plan. 📌

Consider using this moment to:
• Review your overall investment strategy 🔍
• Look at TFSA contribution opportunities 💰
• Revisit your financial goals for the year 🎯
• Make sure your plan still aligns with where you want to go 🧭

Building wealth isn’t about one deadline — it’s about consistent planning throughout the year.

If you’d like help reviewing your next steps, we’re always here to help. 🤝

💡 2026 contribution limits are here — are you making the most of them?

From retirement planning to saving for a home or your child’s education, registered accounts are one of the smartest ways Canadians can build wealth tax-efficiently.

✔️ RRSP
✔️ TFSA
✔️ FHSA
✔️ RESP

Smart planning today = stronger financial options tomorrow.

🤝 Let us help you make the most of it with a plan tailored to your goals.

✨ Financial Resolutions for 2026 ✨

A new year is the perfect time to reset, refocus, and build a plan that supports the life you want.

This carousel walks through simple but powerful steps to help you feel more confident and in control of your finances in 2026:

✔️ Set clear, meaningful goals
✔️ Review and refresh your budget
✔️ Plan your RRSP, TFSA & FHSA contributions
✔️ Protect what matters most
✔️ Build healthy financial habits that last

Small, intentional steps today can create big opportunities tomorrow.

If you’re ready to create a financial plan that aligns with your goals — we’re here to help. 🤝

Let’s build your 2026 plan together.

✨ Meet Rachel Hopper and Kendall Frendo-Cumbo, our Financial Administrative Assistants who keep everything running smoothly behind the scenes.

Rachel joined our team in 2021, bringing strong organization, attention to detail, and a friendly voice you’ll often hear when you call our office.

Kendall joined in early 2024, enhancing our team with her proactive approach, experience, and commitment to excellent client service.

Together, Rachel and Kendall ensure every client interaction is handled with care, professionalism, and a personal touch.