Laura graduated from Trent University with a BA in Economics and has been working in the Financial Services Industry for 30 years. She has obtained her CFP, CLU and CHS designations and continues her lifelong learning and professional development. Wealth Preservation and Estate Planning for business owners and individuals are the focus of her practice. She has been a member of several boards, including Advocis and the Greater Peterborough Health Services Foundations. She enjoys living in Peterborough and spending time with her two children, Michael and Julia.
Stephanie joined Boden and Associates in 2015 and is a notable asset when it comes to your financial needs. Stephanie's knowledge and expertise are critical to ensuring clients expectations are met both financially, and personally. With a family of her own, Stephanie understands firsthand the importance of protecting the ones you love, while also maintaining financial stability within an ever-changing market.
Reach out to Stephanie with any questions or concerns with regards to your finances, and officially start proactively planning for your future.
Julia joined Boden and Associates in 2022, after completing her undergrad in Finance at St. Francis Xavier University. Julia has always had a passion for finance, having grown up with both parents in the Financial Servicing field. Julia's youthful energy has brought light into our office, creating an enjoyable work space for her colleagues, while also putting a smile on clients faces! Julia's continuous drive has led her to the recent completion of both her Life Insurance and Mutual Funds License. Julia is looking forward to her future here at Boden and Associates, alongside her mother Laura Boden and good friend Stephanie Armstrong.
Reach out to Julia with any questions regarding mortgage insurance versus life insurance, how to start investing or any other questions you may have as she is more than happy to help.
Rachel joined our team in 2021 as our Financial Administrative Assistant. Rachel is a tremendous asset to our team, with a strong work ethic and great attention to detail. Once you have a chance to talk to her over the phone or in the office, you will understand the value she adds to our team.
In December 2022, Hannah joined our team as a Financial Administrative Assistant, alongside Rachel. Hannah has become an essential part of our team in several different aspects, from servicing our clients to launching our social media. Hannah has been able to incorporate her own creativity throughout all aspects of our office.