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

An Organized New Year

January 10, 2018

Consider getting organized this winter by decluttering and updating your financial plan.

READ MORE >>

Goals, Lifestyle

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.

READ MORE >>

Lifestyle, Travel

Are You Ready for an Encore Career?

September 20, 2017

More and more Canadians are going back to work or volunteering after retirement.

READ MORE >>

Life Events, Lifestyle, Retirement

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.

READ MORE >>

Estate, Family

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.

READ MORE >>

Lifestyle

Raising money-wise children

May 31, 2017

Parents often emphasize the importance of education to their children. The rewards are obvious. Yet, all too many forget to bolster that education with real-world financial information that can be passed along for genera¬tions to come.

READ MORE >>

Education, Estate, Family