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Blogs
The Greenard Index
The Greenard Index
Kevin Greenard: Making your own funeral plans
May 31, 2024 8:00 PM
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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.
May 17, 2024 12:00 PM
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Kevin Greenard: Including your pet in your estate plan
May 10, 2024 5:00 PM
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Kevin Greenard: CRA taking more from our pockets
Apr 26, 2024 12:00 PM
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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.
Apr 19, 2024 4:00 PM
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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.
Apr 12, 2024 11:00 AM
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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.
Apr 5, 2024 12:00 PM
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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.
Mar 22, 2024 5:30 PM
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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€
Mar 15, 2024 12:00 PM
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Kevin Greenard: Using a memorandum to distribute personal and household effects
Mar 1, 2024 4:00 PM
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