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The Greenard Index

Kevin Greenard: Know your settlement terms

Kevin Greenard: Know your settlement terms

Get a grip on settlement terms, to help interpret your own investments.
Kevin Greenard: Resources to help as you or your loved ones age

Kevin Greenard: Resources to help as you or your loved ones age

In our experience, as many individuals age they focus on their retirement planning and ensuring that they have enough funds invested to support their desired lifestyle throughout their retirement.
Kevin Greenard: Taking care of aging parents

Kevin Greenard: Taking care of aging parents

Estate planning articles often focus on how to estate plan for yourself. They seldom address that as our parents age, we may be required to provide care for them, and by extension of that ensure that their affairs are in order.
Kevin Greenard: Using a memorandum to distribute personal and household effects

Kevin Greenard: Using a memorandum to distribute personal and household effects

A Personal and Household Effects Memorandum is a more flexible alternative to itemizing every specific small asset in your will.
Kevin Greenard: Estate planning: Leaving a detailed digital footprint for your executor

Kevin Greenard: Estate planning: Leaving a detailed digital footprint for your executor

The third in a series of estate planning information and tips from Kevin Greenard.
Kevin Greenard: Estate planning: What exactly is included in your estate?

Kevin Greenard: Estate planning: What exactly is included in your estate?

The second in a series of estate planning information and tips from Kevin Greenard.
Kevin Greenard: Estate planning: Keep your key contacts and documents up to date

Kevin Greenard: Estate planning: Keep your key contacts and documents up to date

The first in a series of estate planning information and tips from Kevin Greenard.
Kevin Greenard: Spousal RRSPs benefit both spouses

Kevin Greenard: Spousal RRSPs benefit both spouses

Is a spousal RRSP right for you? Know the advantages — and rules — for using this financial tool.
Kevin Greenard: Could you benefit from a spousal loan strategy?

Kevin Greenard: Could you benefit from a spousal loan strategy?

When couples begin saving for retirement, often the goal is to accumulate enough wealth to support their desired lifestyle throughout retirement.
Kevin Greenard: Sharing tax information with your Portfolio Manager

Kevin Greenard: Sharing tax information with your Portfolio Manager

The ÎÚÑ»´«Ã½ Revenue Agency's My Account service provides an easy way for portfolio manaers to access clients’ tax information.