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

Are You Ready for an Encore Career?

September 20, 2017

More and more Canadians are going back to work or volunteering after retirement.

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Life Events Lifestyle Living Well Planning Well 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.

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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

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