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

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

An Organized New Year

January 10, 2018

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

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Goals, Lifestyle

12 Resolutions for 2018

January 2, 2018

Instead of hauling out those familiar New Year’s resolutions about eating less and exercising more, how about focusing on something that’s also very good for you in the long run – and even sooner? We’re talking about your financial plan – your fiscal health, if you will.

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Goals

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

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