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

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

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

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