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The Greenard Index

Kevin Greenard: Could you benefit from a spousal loan strategy?

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.
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Kevin Greenard: Sharing tax information with your Portfolio Manager

Kevin Greenard: Sharing tax information with your Portfolio Manager

The sa国际传媒 Revenue Agency's My Account service provides an easy way for portfolio manaers to access clients鈥� tax information.
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Kevin Greenard: 51 considerations for your RRSP contribution

Kevin Greenard: 51 considerations for your RRSP contribution

Fifty-one questions for anyone considering making a RRSP contribution.
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Kevin Greenard: sa国际传媒's Tax-Free Savings Account turns 14

Kevin Greenard: sa国际传媒's Tax-Free Savings Account turns 14

Income and growth from a TFSA are completely tax-free, which means Canadians can grow their investments and savings faster.
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Kevin Greenard: The gift of financial literacy

Kevin Greenard: The gift of financial literacy

To have a little fun on a topic that might not be intuitive for every parent, we have created the financial literacy version of the 12 Days of Christmas
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The Greenard Index: 10 things to prepare for as an Executor

The Greenard Index: 10 things to prepare for as an Executor

Responsibilities range from securing the home the deceased lived in, making financial decisions, filing income tax returns, satisfying creditors, to making funeral arrangements.
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Kevin Greenard: Blended families need a blended Total Wealth Plan

Kevin Greenard: Blended families need a blended Total Wealth Plan

Opening the communication channels is key when helping couples in blended family situations.
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Kevin Greenard: Do-it-yourself investing 鈥� 10 common mistakes

Kevin Greenard: Do-it-yourself investing 鈥� 10 common mistakes

Although trading platforms have become easier, and news has become more plentiful, the management of money has never been more challenging.
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Kevin Greenard: Template for getting second opinions

Kevin Greenard: Template for getting second opinions

Second Opinion Series, Part 3 of 3: Tips on getting another view on your investments
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Kevin Greenard: Getting a second opinion: Where to go? Who to see?

Kevin Greenard: Getting a second opinion: Where to go? Who to see?

Second Opinion Series, Part 2 of 3: Tips on getting a second opinion on your investments
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