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

What Happens to Marley When I Die?

April 5, 2019

How can you make sure your pet is cared for if something happens to you?

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Estate, Family, Life Events

Professional Parents: The Ultimate Balancing Act

March 7, 2019

For many parents, continuing to work full time and spending more time at home can be a hard balancing act.

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Family, Life Events

How to Quarterback a Family Holiday Huddle

November 21, 2018

Openly discussing important matters during the holiday season can bring your family closer.

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Estate, Family, Giving, Goals, Life Events

The Realities of Remarriage

May 11, 2018

A new union can and should change your financial picture.

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Family, Life Events

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, Retirement, Taxes

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