PERSONAL INVESTING EQUITY CAPITAL MARKETS ADVISOR OPPORTUNITIES OUR COMPANY

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

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.

READ MORE >>

Estate, Life Events, Retirement, Taxes

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

Kids, saving, spending and how an RRSP can help.

September 11, 2017

Most people think about spending rather than saving. It is a thought process that we need to change.

READ MORE >>

Education, Life Events

Set New Goals in Summer

July 14, 2017

With several financial deadlines behind you, take time this summer to review your progress, set new goals and tie up loose ends.

READ MORE >>

Education, Goals, Life Events

Live Longer, Live Better

April 24, 2017

Retirement is generally something people look forward to. It’s a stage when we have the most control over our lives and, hopefully, the resources and good health to continue to enjoy it.

READ MORE >>

Life Events, Retirement

Making a Life, Not Just a Living

February 7, 2017

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

READ MORE >>

Family, Life Events, Lifestyle