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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

The Solo Adventure

April 4, 2017

Travelling on your own may be your ticket to a transformative experience.

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Living Well Travel

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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Blog Planning Well Taxes

Retirement Readiness by the Decades

March 21, 2017

Whether you’re in your 20s or your 50s, there are steps you can take to help ensure a comfortable, secure retirement.

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Blog Planning Well Retirement

Kid-Friendly Finance

March 7, 2017

Everyone needs to learn the value of a dollar and how to make money work toward our goals, even little kids. In fact, the sooner they understand the power of financial planning and the role money plays in their lives, the better.

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Education Family Living Well Planning Well

Five Tips for First-Time Grandparents

March 1, 2017

Sharpen these skills to excel in your new role.

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Blog Estate Family Living Well Planning Well

Five Strategies to Address Concentrated Equity

February 24, 2017

Owning too much of a single security can be hazardous to your wealth.

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Investing Well Investment Strategy