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

New Realities for Modern Families

June 18, 2018

Families have changed, but the need to protect wealth and build legacies remains.

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Estate, Family

10 Common Scams and How to Avoid Them

June 13, 2018

Familiarize yourself with these common swindles, often targeting retirees.

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Education, Family, House and Home, Travel

The Realities of Remarriage

May 11, 2018

A new union can and should change your financial picture.

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Family, Life Events

The Art of Giving

April 23, 2018

Thinking about donating your beloved collection of cars, art, antiques or jewellery? Keep these considerations in mind.

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Family, Giving, House and Home

Becoming a Parent to Your Parents

March 14, 2018

Should the time come, you may need to step in to help preserve your parents’ lifestyle and legacy.

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Family

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