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

10 early signs of Alzheimer’s

March 14, 2016

Early detection of Alzheimer’s disease and other dementias is vital to helping protect the financial future of those affected and their families.

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Retirement

Protect yourself from fraud

March 2, 2016

Protect your hard-earned assets and your good name.

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Technology

TFSA spend or invest

January 2, 2016

Download the PDF

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Goals

12 resolutions for 2016

December 12, 2015

We’re talking about your financial plan – your fiscal health, if you will.

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Goals

Get good marks for planning – Registered Education Savings Plans (RESPs)

April 9, 2015

It’s never too early to start planning for your children’s education, even if they are still toddlers.

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Education