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

Live Longer, Live Better

July 5, 2019

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.

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Life Events, Retirement

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

Retirement Readiness by the Decades

March 21, 2017

Whether you’re in your 20s or your 50s, there are steps you can take to help ensure a comfortable, secure retirement.

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Retirement

Where Your Retirement Money Goes

January 17, 2017

Wealth alone cannot buy a quality retirement any more than it can buy happiness – but having a solid financial foundation can make those years more enjoyable.

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Retirement

Retiree in Training

January 9, 2017

Are you ready to retire? Are you sure? Think about it before you say, “Yes!”

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Retirement