乌鸦传媒

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The Greenard Index

Kevin Greenard: Meeting frequency with clients

Kevin Greenard: Meeting frequency with clients

When we first meet with potential clients, we will typically have four meetings in the first month. These meetings are done to gather information, share information, open accounts, and complete any required forms.
Kevin Greenard: Pushing proprietary products

Kevin Greenard: Pushing proprietary products

Brokerage firms, banks, and insurance companies often create their own in-house product, referred to as proprietary products. They are proprietary because they can only be sold by the firm that created it.
Kevin Greenard: Avoid these common mistakes to build up equity

Kevin Greenard: Avoid these common mistakes to build up equity

One of the lessons that everyone should learn is the concept of building up net equity. Some people refer to this as a net worth statement which lists the assets you own and your liabilities (if any).
Kevin Greenard: Inflation impacts purchasing power

Kevin Greenard: Inflation impacts purchasing power

This year inflation has reached nearly a 20-year high. The most recent inflation figure for August 2021, was 4.1 per cent. For reference, the last time inflation was at these levels was in 2003 when inflation hit 4.7 per cent.
Kevin Greendard: Tax time for corporations

Kevin Greendard: Tax time for corporations

Do you dread preparing the accounting records for your corporate tax year end? We make the analysis of the investment component as painless as possible. Getting ready for your corporation鈥檚 year-end involves many moving parts.
Kevin Greenard: Shareholders agreement useful in planning

Kevin Greenard: Shareholders agreement useful in planning

Over half of the corporations we work with have a shareholder situation that is relatively straightforward 鈥 either a sole shareholder or jointly owned with their significant other.
Kevin Greenard: Making charitable donations from a corporation

Kevin Greenard: Making charitable donations from a corporation

As a portfolio manager, our No. 1 objective is to help our clients achieve their goals 鈥 both financial, such as a desired level of income in retirement, and non-financial, such as making a charitable impact.
Kevin Greenard: Estate planning for corporations

Kevin Greenard: Estate planning for corporations

In my introductory accounting textbooks, it talks about how a corporation can not die. It also mentions that all corporations have one or more voting shareholders. The voting shareholder(s) appoint one or more directors to oversee the corporation.
Kevin Greenard: Refund of corporate taxes previously paid

Kevin Greenard: Refund of corporate taxes previously paid

Corporations have a notional account that is referred to as the Refundable Dividend Tax On Hand (RDTOH) 鈥 in fact, as of 2019 corporations have two of these notional accounts.
Kevin Greenard: Clarifying the confusion between eligible and non-eligible dividends

Kevin Greenard: Clarifying the confusion between eligible and non-eligible dividends

In 乌鸦传媒 there are two types of dividends: 鈥渘on-eligible dividends鈥 and 鈥渆ligible dividends.鈥 Eligible dividends are subject to a larger 鈥済ross-up鈥 than non-eligible dividends, but as a result, they are eligible for a larger dividend tax credit.