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Home
Blogs
The Greenard Index
The Greenard Index
Kevin Greenard: Know your settlement terms
Get a grip on settlement terms, to help interpret your own investments.
Mar 25, 2022 12:01 PM
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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.
Mar 18, 2022 12:01 PM
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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.
Mar 11, 2022 12:01 PM
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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.
Mar 4, 2022 12:01 PM
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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.
Feb 25, 2022 12:01 PM
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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.
Feb 18, 2022 12:01 PM
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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.
Feb 11, 2022 12:01 PM
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Kevin Greenard: Spousal RRSPs benefit both spouses
Is a spousal RRSP right for you? Know the advantages — and rules — for using this financial tool.
Feb 4, 2022 12:01 PM
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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.
Jan 28, 2022 12:01 PM
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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.
Jan 21, 2022 12:01 PM
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