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.
An Important Component of Your Estate Planning
There are many good reasons for charitable giving. Find out the top three reasons why people give, according to the Canadian Centre for Philanthropy.
READ MORE >>Giving Planning Well
Time to add discipline to your good money habits
For many, their 30s are a time to build a family and a stronger financial future.
READ MORE >>Goals
Sharing your life means sharing your financial information too
This is a good question to start a money conversation. You should discuss each other’s hopes and dreams so you can set priorities and identify savings goals.
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Time for a change
There are four financial factors you should consider that will affect a career change.
READ MORE >>Life Events
Baby-proofing your finances
Review this checklist and prepare for parenthood with open eyes and special financial care.
READ MORE >>Family
Building a career and your financial future
When you are in your 20s and just starting out, it’s an ideal time to create – and nurture – habits that will serve you well throughout your life.
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