Planning Perspectives

A look at life and finance from every angle.

From personal to professional, from family to financial, there are many facets to your life. Yet, each is interconnected. Planning Perspectives is a source of ideas and information to help you make the most of them all, all together.

PLANNING WELL | INVESTING WELL | LIVING WELL | VIEW ALL

The Realities of Remarriage

May 11, 2018

A new union can and should change your financial picture.

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Family Life Events Living Well Planning Well

The Art of Giving

April 23, 2018

Thinking about donating your beloved collection of cars, art, antiques or jewellery? Keep these considerations in mind.

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Blog Family Giving House and Home Living Well Planning Well

Unplugging Your Vacation

April 3, 2018

Relax and recharge on your next getaway by taking a break from technology

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Living Well Travel

Becoming a Parent to Your Parents

March 14, 2018

Should the time come, you may need to step in to help preserve your parents’ lifestyle and legacy.

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Family Living Well

Risk Management Demystified

March 8, 2018

Find the right mix of insurance coverage to live with confidence.

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Investing Well

Starting the Wealth Transfer Conversation

January 30, 2018

Legacy planning is a chance to engage your spouse and heirs with deep, meaningful conversations about health, wealth and the future.

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Estate Life Events Planning Well Retirement Taxes