Boden and Associates

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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.

Before the year ends… 🍂There may still be opportunities to make thoughtful decisions about your investments, contributio...
10/21/2026

Before the year ends… 🍂
There may still be opportunities to make thoughtful decisions about your investments, contributions, taxes, insurance and estate planning.
Starting the conversation now gives you more time to understand your options and plan with intention.
Finish the year strong.

If you’d like to review your year-end financial opportunities, we’re here to help. Contact us today to start the conversation.

September has a way of making us pause.Summer winds down. Routines return. And suddenly, there’s a little more space to ...
09/08/2026

September has a way of making us pause.

Summer winds down. Routines return. And suddenly, there’s a little more space to think about what comes next. 🍂

January may be the traditional time for setting goals, but September can be just as powerful for a financial reset.

It’s a good time to ask:
Are your goals still on track?
Is your retirement plan still aligned with the future you want?
Are your investments, insurance and estate plans still working together?

There’s still time to make thoughtful changes before the year comes to a close.

September is the new January.
Don’t wait for January to check in on the things that matter most.
Start now. ✨

We spend a lot of time thinking about growing our wealth—but how often do we think about protecting it?💭 Your ability to...
08/25/2026

We spend a lot of time thinking about growing our wealth—but how often do we think about protecting it?💭

Your ability to earn an income is one of the most valuable financial assets you’ll ever have. It’s what helps you save for retirement, pay your mortgage, support your family, and achieve the goals that matter most.

A strong financial plan isn’t just about investments. It’s about making sure your plan can withstand life’s unexpected moments, too.

Whether it’s reviewing your emergency savings, insurance coverage, or your overall financial strategy, protecting what you’ve worked hard to build is just as important as growing it.

If it’s been a while since you’ve reviewed your financial plan, we’d be happy to help. ☎️ ✉️

Summer spending has a way of adding up quickly: Weekend getaways, patio dinners, golf rounds, ice cream stops, another c...
07/15/2026

Summer spending has a way of adding up quickly: Weekend getaways, patio dinners, golf rounds, ice cream stops, another cottage trip.

The goal isn’t to avoid the experiences that make summer memorable.

It’s simply to be intentional by:

☀️ Plan larger summer expenses in advance
☀️ Prioritize the activities that matter most
☀️ Leave room in your budget for spontaneity
☀️ Focus on experiences, not expectations

The best summers aren’t always the most expensive ones. They’re the ones enjoyed without financial stress.

Call or email us today so we can help you plan for the summer and the future!

Summer is a reminder that financial planning isn’t just about numbers ☀️ — it’s about creating the freedom to enjoy life...
06/11/2026

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

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🤝

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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