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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Boden & Associates | Jun 22, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Boden & Associates | Jun 22, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Office

347 Charlotte Street
Suite #100
Peterborough, ON K9J 2W1

Contact Info

P | 705-749-6776
TF | 1-800-634-5134
F | 705-749-6204

 

Laura Boden, B.A., CFP, CLU, CHS
Certified Financial Planner
Investment Advisor
E | laura@bodenandassociates.com

 

Stephanie Armstrong, B.A.
Financial Advisor
E | stephanie@bodenandassociates.com

 

Julia Boden, BBA
Financial Advisor
E | julia@bodenandassociates.com

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