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

12 Resolutions for 2018

January 2, 2018

Instead of hauling out those familiar New Year’s resolutions about eating less and exercising more, how about focusing on something that’s also very good for you in the long run – and even sooner? We’re talking about your financial plan – your fiscal health, if you will.

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Blog Goals Planning Well

The Ups and Downs of Airline Pricing

December 14, 2017

Are your holidays taking you skyward? Remember these common reasons why the price of a single flight may change from one day to the next.

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Lifestyle Living Well Travel

Don’t Let Thieves Ruin Your Holiday Season

November 17, 2017

Protect your identity when shopping online – important tips.

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Living Well Planning Well

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 Living Well Planning Well Retirement

Kids, saving, spending and how an RRSP can help.

September 11, 2017

Most people think about spending rather than saving. It is a thought process that we need to change.

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Blog Education Life Events Planning Well

Should You Consider a Pet Trust?

August 15, 2017

The name may evoke stories of heirs and heiresses setting aside enormous sums for their pets, but these trusts aren’t just for millionaires.

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Blog Estate Family Living Well Planning Well