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.
Starting the Wealth Transfer Conversation
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?
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.
Most people think about spending rather than saving. It is a thought process that we need to change.
READ MORE >>Education, Life Events
Making a Life, Not Just a Living
Find a better balance with focus, the right team and rest.
READ MORE >>Family, Life Events, Lifestyle
How Much or How Little Will the Kids Inherit?
Talking to family members about estate planning and legacies can be difficult and potentially painful. These discussions, however, are an important way to share your choices with your children and prepare them for their financial futures. Here are a few suggestions on approaching this tricky topic.
READ MORE >>Estate, Life Events
‘Tis the season…for budgeting. Part two.
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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