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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

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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Education, Life Events

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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Estate, Family

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

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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Retirement

Five Tips for First-Time Grandparents

March 1, 2017

Sharpen these skills to excel in your new role.

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Estate, Family

3 Investment Lessons from ‘The Life Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing.’

January 23, 2017

We are less separate from our environment than we can ever imagine.

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