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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

Don’t Let Thieves Ruin Your Holiday Season

November 17, 2017

Protect your identity when shopping online – important tips.

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Are You Ready for an Encore Career?

September 20, 2017

More and more Canadians are going back to work or volunteering after retirement.

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Life Events, Lifestyle, Retirement

Should You Consider a Pet Trust?

August 15, 2017

The name may evoke stories of heirs and heiresses setting aside enormous sums for their pets, but these trusts aren’t just for millionaires.

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Estate, Family

Nine Tips to Live Beyond 100

July 28, 2017

These nine tips may lead to a longer, healthier and happier life right where you are.

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Lifestyle

Raising money-wise children

May 31, 2017

Parents often emphasize the importance of education to their children. The rewards are obvious. Yet, all too many forget to bolster that education with real-world financial information that can be passed along for genera¬tions to come.

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Education, Estate, Family

You Are What You Think

May 11, 2017

Research shows that 90% of your happiness is determined by your mindset, meaning only 10% is affected by external factors – be that your job, finances or health.

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Lifestyle