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.
The name may evoke stories of heirs and heiresses setting aside enormous sums for their pets, but these trusts aren’t just for millionaires.READ MORE >>
With several financial deadlines behind you, take time this summer to review your progress, set new goals and tie up loose ends.READ MORE >>
Take the time to protect your family legacy as best you can.READ MORE >>
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.READ MORE >>
Retirement is generally something people look forward to. It’s a stage when we have the most control over our lives and, hopefully, the resources and good health to continue to enjoy it.READ MORE >>
The current budget projects a $28.5 billion deficit for the 2017-2018 fiscal year with no clearly-defined timetable to return to a balanced budget. We have highlighted selected income tax changes that affect Canadian individuals and businesses.READ MORE >>