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The Greenard Index

Kevin Greenard: Estate planning: What exactly is included in your estate?

Kevin Greenard: Estate planning: What exactly is included in your estate?

The second in a series of estate planning information and tips from Kevin Greenard.
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Kevin Greenard: Estate planning: Keep your key contacts and documents up to date

Kevin Greenard: Estate planning: Keep your key contacts and documents up to date

The first in a series of estate planning information and tips from Kevin Greenard.
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Kevin Greenard: Spousal RRSPs benefit both spouses

Kevin Greenard: Spousal RRSPs benefit both spouses

Is a spousal RRSP right for you? Know the advantages 鈥� and rules 鈥� for using this financial tool.
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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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