The Greenard Index

Kevin Greenard: Corporate integration on capital gains ruined

How the recent changes for corporate integration on capital gains in sa国际传媒 could affect your finances.

Jul 5, 2024 12:00 PM Read more >

Kevin Greenard: What's the difference between a Portfolio Manager and a Wealth Advisor?

The two main types of financial professional are Wealth Advisor and Portfolio Manager. But what can each of them do?

Jun 28, 2024 2:00 PM Read more >

Kevin Greenard: House-rich and cash-poor? Consider deferring your property taxes

sa国际传媒鈥檚 property tax deferment program can help those who are house-rich and cash-poor. Here are some common questions and considerations before applying.

Jun 21, 2024 2:00 PM Read more >

Kevin Greenard: Hoarding financial information is an executor鈥檚 nightmare

Jun 14, 2024 2:00 PM Read more >

Kevin Greenard: How executors should deal with credit cards, loyalty points and Air Miles

Jun 7, 2024 2:00 PM Read more >

Kevin Greenard: Making your own funeral plans

May 31, 2024 8:00 PM Read more >

Kevin Greenard: T+1 settlement is coming to sa国际传媒

Markets in sa国际传媒 and Mexico are shortening the settlement cycle for most securities to one business day following a trade. Here鈥檚 what you need to know.

May 17, 2024 12:00 PM Read more >

Kevin Greenard: Including your pet in your estate plan

May 10, 2024 5:00 PM Read more >

Kevin Greenard: CRA taking more from our pockets

Apr 26, 2024 12:00 PM Read more >

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 Read more >