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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

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

Kids, saving, spending and how an RRSP can help.

September 11, 2017

Most people think about spending rather than saving. It is a thought process that we need to change.

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Education, Life Events

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

Set New Goals in Summer

July 14, 2017

With several financial deadlines behind you, take time this summer to review your progress, set new goals and tie up loose ends.

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Education, Goals, Life Events

Five Steps to a Lasting Legacy

June 8, 2017

Take the time to protect your family legacy as best you can.

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Estate

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