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.
Tax flash bulletin
Federal Finance Minister Bill Morneau tabled the much anticipated first federal budget from the Liberal Party.
READ MORE >>Taxes
Blue chips
In times of market uncertainty, many investors start looking for equity investments that represent stability and safety.
READ MORE >>Goals
Comfort investing – listening to the wisdom of the masters
“Ultimately it is not the stock market or even the companies themselves that determine and investor’s fate. It’s the investor.”
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Creating an inheritance that lasts generations
Preparing your heirs for sudden wealth can help prevent unwise spending.
READ MORE >>Estate
Dealing with volatility
There are bull markets, bear markets and then there are the volatile markets that can create an emotional rollercoaster for investors reacting to and second-guessing economic and political events.
READ MORE >>Goals
Don’t be uncertain about risk
These days, risk and uncertainty seem to be investors silent partners as they try to manage their investments in volatile markets.
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