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

Raising Moneywise Children

July 17, 2018

Teach your children to treasure their financial legacy.

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Education, Family

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

8 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

Starting the Wealth Transfer Conversation

January 30, 2018

Legacy planning is a chance to engage your spouse and heirs with deep, meaningful conversations about health, wealth and the future.

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Estate, Life Events, Retirement, Taxes