ÎÚÑ»´«Ã½

Skip to content
Join our Newsletter

The Greenard Index

Kevin Greenard: The essentials of estate planning

Kevin Greenard: The essentials of estate planning

Read more >
Kevin Greenard: Common uses of trust

Kevin Greenard: Common uses of trust

Read more >
Kevin Greenard: A different hat when acting as an insurance adviser

Kevin Greenard: A different hat when acting as an insurance adviser

Read more >
Kevin Greenard: Beyond the usual planning

Kevin Greenard: Beyond the usual planning

Specialists can advise on business and wealth transition issues, discuss tax and other financial considerations, and where relevant, explore and suggest family governance strategies to help prepare the next generation to carry on your legacy.
Read more >
Kevin Greenard: Financial planning at all stages of life

Kevin Greenard: Financial planning at all stages of life

Planning isn’t a static one-size-fits-all process — it is far more dynamic. In fact, a Total Wealth Plan is an ongoing conversation that evolves throughout our clients’ lives.
Read more >
Kevin Greenard: Private banking has evolved over the years

Kevin Greenard: Private banking has evolved over the years

Many are unaware of the services that this division offers today.
Read more >
Kevin Greenard: Integrating Banking and Wealth Management Divisions

Kevin Greenard: Integrating Banking and Wealth Management Divisions

As our clients get older and accumulate more wealth, there is a desire to simplify and reduce the number of accounts and the number of financial institutions they are dealing with.
Read more >
Kevin Greenard: Wealth management involves a team of specialists

Kevin Greenard: Wealth management involves a team of specialists

The complexity of account options, investment choices, taxation factors, and regulation changes have increased significantly. Fortunately, wealth management teams are getting larger and can provide the comprehensive service required.
Read more >
Kevin Greenard: Advantages and considerations of the Individual Pension Plan

Kevin Greenard: Advantages and considerations of the Individual Pension Plan

A candidate for the IPP is a business owner or high-earning incorporated professional over 40 who wants greater tax-deductible contributions to satisfy their retirement goals.
Read more >
Kevin Greenard: The Greenard Group's 'Know Your Product' process

Kevin Greenard: The Greenard Group's 'Know Your Product' process

Part two of two: A rundown of The Greenard Group KYP process, in 10 sections.
Read more >