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.
Avoid the five mistakes investors make in tough markets
In today’s markets, it is important to maintain an unwavering focus on your long-term investment objectives.
READ MORE >>Goals
Everyone needs an estate plan
One of the biggest misconceptions about estate planning is that it’s only for the extremely wealthy.
READ MORE >>Estate
10 ways to put your tax refund to work
The annual spring ritual is already underway – the mailout of tax-refund cheques to millions of Canadians.
READ MORE >>Taxes
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.
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