Advice First Wealth

Advice First Wealth We specialize in helping people create their desired lifestyle because life is not a rehearsal. In fact, we consider ourselves alternative advisors.

As you will find from exploring our website, www.advice-first.ca, we aren’t your typical advisor. We look beyond the 3 major planning areas of education planning, retirement planning and estate planning and focus on life planning. Did you know that there are 60 life transitions between cradle and grave? When life goes into transition, money goes into motion. We are here to help you with it all. T

ake some time to explore our Life Centered Approach to financial planning. It’s our passion. Our mission is:
Transforming lives through Life Centered Planning to give you the freedom to live the life you desire. Success isn’t about the numbers; it’s about fulfilling a purpose. We work with you to make the most of the money you have, and to empower wise financial decisions according to what you value most.

02/09/2026

A high debt-to-income ratio is a common reason lenders deny applications. The good news is that you can lower your DTI.

02/08/2026

Too many leaders still treat profit as something that happens; a natural reward for growth, effort, or good intentions. Hope is not a financial strategy, and assuming profitability without designing for it is a leadership failure, not a timing issue.

02/07/2026

Investors have been drawn to high yields—but opacity, complexity and hidden “cockroaches” are worth worrying about. Here’s a deeper look at what’s happening in credit from Bloomberg.

02/06/2026

Engagement ring trends shaping 2026, from vintage and antique diamonds to celebrity-inspired styles, modern settings and bold gold bands.

02/05/2026

Here's how to succeed when the familiar disappears. When friends drift away. When the phone stops ringing.

02/04/2026

President Trump’s pick to succeed Jerome Powell as Fed chair spent years positioning himself for the job.

02/03/2026

Michela Allocca built a seven-figure net worth by 30, thanks to increasing her income, diligent saving, and prudent investing. After years in the corporate world, she's now a full-time content creator in the personal finance space. She says the first step to hitting financial freedom is simply knowi...

🎙️ New Podcast Episode Just Dropped!The RRSP Meltdown Strategy: Why Too Much Retirement Savings Can Be a Tax TrapTim Bor...
02/02/2026

🎙️ New Podcast Episode Just Dropped!

The RRSP Meltdown Strategy: Why Too Much Retirement Savings Can Be a Tax Trap

Tim Borody and Brad Smith are back in the studio to tackle one of the biggest financial misunderstandings out there:

👉 Can you actually save too much in your RRSP?

Spoiler: Yes. And it can cost you.

Tim and Brad break down why overloading your RRSP can lead to bigger taxes later—and how a smart “meltdown strategy” can help you shift money into tax‑free buckets, smooth out taxes, and keep more control in retirement.

They also share why having multiple pots of capital (not just one giant RRSP) gives you the freedom to fund big dreams without giving half to the CRA.

🎧 Now streaming everywhere

Or listen here: https://bit.ly/45LZhKx

02/02/2026

Jaime Magyera, BlackRock Managing Director and Head of US Wealth Advisory and Head of Retirement, joins Bloomberg Businessweek Daily to discuss how women are set to inherit or receive wealth as part of a generational 'Great Wealth Transfer.' Magyera discusses when the transfer usually happens, what....

02/01/2026

There are discounts out there that you aren’t getting, because you aren’t asking..

01/31/2026

Investors are expected to allocate more to private markets in search of returns and diversification, according to a survey by Hamilton Lane.

01/30/2026

There's a fundamental flaw in how AI agents work today. Here's what the next generation will do to fix it.

Address

1100-100 Conestoga College Blvd.
Kitchener, ON
N2P 2N6

Opening Hours

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

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