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The Greenard Index

Kevin Greenard: Making your own funeral plans

Kevin Greenard: Making your own funeral plans

Kevin Greenard: T+1 settlement is coming to ÎÚÑ»´«Ã½

Kevin Greenard: T+1 settlement is coming to ÎÚÑ»´«Ã½

Markets in ÎÚÑ»´«Ã½ and Mexico are shortening the settlement cycle for most securities to one business day following a trade. Here’s what you need to know.
Kevin Greenard: Including your pet in your estate plan

Kevin Greenard: Including your pet in your estate plan

Kevin Greenard: CRA taking more from our pockets

Kevin Greenard: CRA taking more from our pockets

Kevin Greenard: Trust is paramount in naming a representative

Kevin Greenard: Trust is paramount in naming a representative

As we all age, many adults have financial and medical concerns relating to their care as they become older. Portfolio managers who prepare estate plans for their clients should address many of these concerns.
Kevin Greenard: Advance Care Plan maps out future health care

Kevin Greenard: Advance Care Plan maps out future health care

An Advance Care Plan is the act of writing down your beliefs and wishes, with specific instructions, regarding your future health care.
Kevin Greenard: How to create a caregiver plan for yourself and others

Kevin Greenard: How to create a caregiver plan for yourself and others

What happens between the date of retirement and the date of passing is often left unplanned. There are resources to help.
Kevin Greenard: 10 tips to help aging parents with their finances

Kevin Greenard: 10 tips to help aging parents with their finances

Helping your parents as they age is difficult. Here are 10 discussion points to consider when dealing with your aging parents’ financial situation.
Kevin Greenard: Householding helps estate planning

Kevin Greenard: Householding helps estate planning

There is a growing trend where multiple generations of a family/household are working together with one Portfolio Manager — which is referred to as “householding.â€
Kevin Greenard: Using a memorandum to distribute personal and household effects

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