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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

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, Retirement

Nine Tips to Live Beyond 100

July 28, 2017

These nine tips may lead to a longer, healthier and happier life right where you are.

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Lifestyle

You Are What You Think

May 11, 2017

Research shows that 90% of your happiness is determined by your mindset, meaning only 10% is affected by external factors – be that your job, finances or health.

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Lifestyle

Making a Life, Not Just a Living

February 7, 2017

Find a better balance with focus, the right team and rest.

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Family, Life Events, Lifestyle

‘Tis the season…for budgeting. Part two.

December 6, 2016

Preparing for the holiday season often means stressing over budgets while still trying to find the perfect gifts for friends and family.

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Family, Life Events, Lifestyle

‘Tis the season…for budgeting. Part one.

December 5, 2016

The holiday season is upon us. During this festive time, we are thinking about family, friends, parties, presents and budgets.

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Family, Life Events, Lifestyle