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 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

An Organized New Year

January 10, 2018

Consider getting organized this winter by decluttering and updating your financial plan.

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Goals Lifestyle Living Well Planning Well