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

How to Quarterback a Family Holiday Huddle

November 21, 2018

Openly discussing important matters during the holiday season can bring your family closer.

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Estate, Family, Giving, Goals, 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

An Important Component of Your Estate Planning

June 30, 2016

There are many good reasons for charitable giving. Find out the top three reasons why people give, according to the Canadian Centre for Philanthropy.

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Giving