The Greenard Index

Kevin Greenard: All about dividend reinvestment programs

Jun 9, 2023 12:00 PM Read more >

Kevin Greenard: Elimination of deferred sales charges in segregated funds

Jun 2, 2023 12:00 PM Read more >

Kevin Greenard: What is the ideal cash allocation?

There are numerous factors to consider when determining the appropriate amount to have set aside in cash. These factors include investment objectives, risk tolerance, time horizon, current market conditions, cash flow requirements, etc.

May 26, 2023 12:00 PM Read more >

Kevin Greenard: Changing financial institutions has never been easier

Whatever the reason for changing your financial institution, it is important that you understand the process and the steps.

May 19, 2023 12:00 PM Read more >

Kevin Greenard: New disclosure requirements for investor statements

There are basically two main changes in the new regulations: regular statements will have to include fund expense ratios, and end-of-year statements will have to include the dollar amount of the total fee charged by the fund company.

May 12, 2023 12:00 PM Read more >

Kevin Greenard: The essentials of estate planning

May 5, 2023 12:00 PM Read more >

Kevin Greenard: Common uses of trust

Apr 28, 2023 12:00 PM Read more >

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

Apr 14, 2023 12:00 PM Read more >

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.

Apr 8, 2023 9:00 AM Read more >

Kevin Greenard: Financial planning at all stages of life

Planning isn鈥檛 a static one-size-fits-all process 鈥� it is far more dynamic. In fact, a Total Wealth Plan is an ongoing conversation that evolves throughout our clients鈥� lives.

Mar 31, 2023 12:00 PM Read more >

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