Boden and Associates

Boden and Associates We focus on helping both individuals & business owners to achieve wealth & tax effective planning.

Our vast range of knowledge & hardworking team of women are here to provide you with guidance & honest advice tailored to your unique financial situation.

Mother’s Day is a time to show appreciation for everything moms do 💐It’s also a reminder of what matters most—protecting...
05/07/2026

Mother’s Day is a time to show appreciation for everything moms do 💐

It’s also a reminder of what matters most—protecting the people we love ❤️

Life insurance isn’t just a policy. It’s a plan to make sure your family is taken care of, no matter what. 🛡️

The question isn’t just do you have it… it’s do you have enough?

If it’s something you’ve been meaning to review, now is a great time. Call, email or message us today!

🌼 Spring cleaning isn’t just for closets — it’s a great time to refresh your finances too. ✨ Take a moment this month to...
04/22/2026

🌼 Spring cleaning isn’t just for closets — it’s a great time to refresh your finances too. ✨

Take a moment this month to revisit your goals, review your accounts, and make sure your financial plan is still working for you.

If you’d like help getting organized, we’re always here to help. Email or call us today so we can help you with your financial plan🤝

RRSP season is over… now what? 💭 Many people focus on the deadline, but financial planning doesn’t stop once contributio...
03/25/2026

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 ...
02/12/2026

💡 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 l...
01/07/2026

✨ 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 smoot...
11/10/2025

✨ 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.

✨ Meet Julia Boden, Financial Advisor at Boden & Associates.With a Finance degree from St. Francis Xavier University and...
11/10/2025

✨ Meet Julia Boden, Financial Advisor at Boden & Associates.

With a Finance degree from St. Francis Xavier University and licenses in Life Insurance and Mutual Funds, Julia brings a thoughtful, client-focused approach to every conversation. Her enthusiasm, positive energy, and passion for helping clients take the first steps toward their financial goals make her a valued member of our team.

✨ Meet Laura Boden, Certified Financial Planner and Investment Advisor at Boden & Associates.With over 30 years of exper...
11/10/2025

✨ Meet Laura Boden, Certified Financial Planner and Investment Advisor at Boden & Associates.

With over 30 years of experience and designations including CFP®, CLU, and CHS, Laura is passionate about helping clients protect their wealth and plan for the future. She’s proud to serve her community in Peterborough and enjoys spending time with her children, Michael and Julia.

Pre-house era: 💃 Uber Eats 4x a week, shopping sprees, weekend partiesSaving-for-a-house era: 🧾 Price-checking chicken a...
06/25/2025

Pre-house era: 💃 Uber Eats 4x a week, shopping sprees, weekend parties
Saving-for-a-house era: 🧾 Price-checking chicken at every grocery store, budgeting spreadsheets, meal prep mastery

We’re not saying spreadsheets are the new self-care… but also, kind of. 😅
Adulting hits different when you’re chasing your goals — and we get it. 💸🏡

📩 Your goals are real. Your plan should be too. Let’s build something that works for you.
Call or email one of our advisors today!

💰 Tax refund time? Let’s make that money work for you!📬 Just got your return from the CRA? Before you spend it all, cons...
06/04/2025

💰 Tax refund time? Let’s make that money work for you!📬

Just got your return from the CRA? Before you spend it all, consider these 5 smart ways to use your tax refund:

1️⃣ Save or invest – Future you will be grateful!

2️⃣ Contribute to your RRSP – Reduce next year’s taxes!

3️⃣ Pay off high-interest debt 🧾

4️⃣ Treat yourself (a little fun is healthy!) 🎁

5️⃣ Plan a trip or experience

Remember: your tax refund isn’t “extra money” – it’s your money, back in your hands. Use it wisely 💡

Financial peace doesn’t come from having more — it comes from having a plan. 🔒✨ You don’t need to figure everything out ...
06/04/2025

Financial peace doesn’t come from having more — it comes from having a plan. 🔒✨

You don’t need to figure everything out at once — just start. A financial plan gives you direction, confidence, and the freedom to move forward with purpose. One step at a time, you’re building security, clarity, and the future you deserve. 🧠💼

Call or email one of our advisors today — we’re here to help you build a financial plan that truly works for you.

Address

347 Charlotte Street Suite 100
Peterborough, ON
K9J2W1

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm

Telephone

+17057496776

Website

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