Damage
Control
Year-end financial planning for when markets don't cooperate.
So did you.
Prices jumped. Headlines screamed. Your portfolio did things you didn't approve.
And somewhere around spring, you stopped opening your statements.
Same.
Here's the thing. December is not the time to look away. It's the last window to make the moves that still count for this year. Most of us miss it because we're too busy, too stressed, or too afraid of asking the wrong question.
Damage Control is one hour to look at the year honestly and leave with a plan. No shame. No jargon. No sales pitch.
I bring the real questions. Tim brings the calm.
What we'll cover
Read the year
What actually happened in the markets, what it means for you, and what was just noise.
Make the losses work
How tax-loss selling works, when it makes sense, and when it doesn't.
Use the room you have
RRSP, TFSA, FHSA and RESP. The year-end moves and deadlines worth knowing.
Rebalance without panic
How to get back to the plan you meant to have without reacting to every headline.
Walk into 2027 ready
The questions to ask your advisor, your partner and yourself before January.
This is for you if
One of us panics.
One of us doesn't.
Beth Borody
I've spent years making mining and investing accessible to women who were told it wasn't for them. I built a community of 5,200+ women in mining and a company that opens up the sector to everyday investors. I'm not a financial advisor. I'm the person who asks what everyone in the room is thinking.
Tim Borody
Tim turns market chaos into plain language and real decisions. He's the person you want on the line when your portfolio is red and your stomach is in knots. He'll walk through the year-end moves and answer your questions live.