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.

READ MORE >>

Family, Giving, House and Home

Unplugging Your Vacation

April 3, 2018

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

READ MORE >>

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.

READ MORE >>

Family

An Organized New Year

January 10, 2018

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

READ MORE >>

Goals, Lifestyle

The Ups and Downs of Airline Pricing

December 14, 2017

Are your holidays taking you skyward? Remember these common reasons why the price of a single flight may change from one day to the next.

READ MORE >>

Lifestyle, Travel

Don’t Let Thieves Ruin Your Holiday Season

November 17, 2017

Protect your identity when shopping online – important tips.

READ MORE >>