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.
Starting the Wealth Transfer Conversation
Legacy planning is a chance to engage your spouse and heirs with deep, meaningful conversations about health, wealth and the future.READ MORE >>
Estate, Life Events, Retirement, Taxes
Tax flash bulletin: 2017 Federal Budget Highlights
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 >>
10 ways to put your tax refund to work
The annual spring ritual is already underway – the mailout of tax-refund cheques to millions of Canadians.READ MORE >>
Tax flash bulletin
Federal Finance Minister Bill Morneau tabled the much anticipated first federal budget from the Liberal Party.READ MORE >>