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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

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.

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Blog Education Life Events Planning Well

Should You Consider a Pet Trust?

August 15, 2017

The name may evoke stories of heirs and heiresses setting aside enormous sums for their pets, but these trusts aren’t just for millionaires.

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Blog Estate Family Living Well Planning Well

Nine Tips to Live Beyond 100

July 28, 2017

These nine tips may lead to a longer, healthier and happier life right where you are.

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Lifestyle Living Well

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.

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Education Goals Life Events Planning Well

Five Steps to a Lasting Legacy

June 8, 2017

Take the time to protect your family legacy as best you can.

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Estate Planning Well

Raising money-wise children

May 31, 2017

Parents often emphasize the importance of education to their children. The rewards are obvious. Yet, all too many forget to bolster that education with real-world financial information that can be passed along for genera¬tions to come.

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Education Estate Family Living Well Planning Well