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Kevin Greenard: Take advantage of the property tax deferment program

Kevin Greenard: Take advantage of the property tax deferment program

The Property Tax Deferment Program in British Columbia was established in 1974, intending to assist seniors and the disabled.
The Greenard Index: Cash is comfort in an uncertain time

The Greenard Index: Cash is comfort in an uncertain time

The first time I wrote an article specifically about cash was on October 1, 2008, and it was called Cash Can Be a Safe Harbour. It was a timely article as the equity markets took one of the largest declines in market history soon thereafter.
Kevin Greenard: Strategically adjusting your asset mix in periods of uncertainty

Kevin Greenard: Strategically adjusting your asset mix in periods of uncertainty

Many financial articles and commentary pieces in the media are highlighting the disparity between Wall Street and Main Street. This week the U.S. officially entered into a recession at the same time that the Nasdaq hit an all-time high.
Kevin Greenard: Opening accounts remotely is the future

Kevin Greenard: Opening accounts remotely is the future

We offer all new clients the option to either open new accounts the traditional way or electronically. Traditionally we would print the documents out and meet with the client to obtain signatures.
Kevin Greenard: Remote meetings with your portfolio manager

Kevin Greenard: Remote meetings with your portfolio manager

Prior to March 2020, approximately 30 per cent of the meetings we held were done remotely. The remaining 70 per cent were done in person. As a portfolio manager we have always had the ability to do remote meetings.
Kevin Greenard: Increase in sa国际传媒 taxes results in harsh tax on death

Kevin Greenard: Increase in sa国际传媒 taxes results in harsh tax on death

Throughout our working lives we can reduce our annual tax bill by making RRSP contributions. Withdrawals from registered accounts are generally considered taxable income in the year the withdrawals are made.
Kevin Greenard: Use caution when reducing RRIF payments

Kevin Greenard: Use caution when reducing RRIF payments

In March 2020 the government announced that the minimum amount that must be withdrawn from RRIFs will be reduced by 25 per cent for 2020 as part of the Covid-19 Economic Response Plan.
Kevin Greenard: Avoid these equity investing mistakes

Kevin Greenard: Avoid these equity investing mistakes

Asset allocation is the percentage an investor has in cash, fixed income, and equities.
Kevin Greenard: Fixed income options becoming more complex as yields drop

Kevin Greenard: Fixed income options becoming more complex as yields drop

As a portfolio manager, we are always monitoring the direction of interest rates. For nearly two decades, the Bank of sa国际传媒 (BOC) has adopted a system whereby they make eight scheduled interest rate announcements a year. The dates for 2020 are Jan.
Kevin Greenard: Cash within a diversified portfolio

Kevin Greenard: Cash within a diversified portfolio

Asset allocation refers to the percentage an investor has in cash, fixed income, and equities. This article will focus solely on the cash component.