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

Tax flash bulletin: 2017 Federal Budget Highlights

March 27, 2017

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.

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Taxes

10 ways to put your tax refund to work

May 9, 2016

The annual spring ritual is already underway – the mailout of tax-refund cheques to millions of Canadians.

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Taxes

Tax flash bulletin

May 5, 2016

Federal Finance Minister Bill Morneau tabled the much anticipated first federal budget from the Liberal Party.

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Taxes