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Blogs
The Greenard Index
The Greenard Index
Kevin Greenard: Lock in your spousal loan at a rate of one per cent
There is a once-in-a-lifetime opportunity for those thinking of utilizing a spousal loan strategy, but you need to act before July 1, 2022.
May 15, 2022 8:15 AM
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Kevin Greenard: Dissecting the tax deductibility of investment costs
The 91Ô´´ Securities Association (CSA) regulates securities law in Canada, including disclosure requirements. They have issued several phases of Client Focused Reforms (CFR) to make changes to ensure clients’ interests are put first.
May 6, 2022 12:01 PM
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Kevin Greenard: Investment costs directly impact your net return
Over time, investment costs and fees can have a significant impact to your bottom line due to the power of compounding growth.
Apr 29, 2022 12:01 PM
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Kevin Greenard: Switching it up with switch trades
Learn all about switch trades, when a position is simultaneously sold from a model portfolio and another position is bought with the proceeds.
Apr 22, 2022 12:01 PM
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Kevin Greenard: The model portfolio approach to investing
A model portfolio is a basket of holdings – cash, fixed income, and equities – that an advisor combines to achieve an investment objective or risk tolerance level.
Apr 8, 2022 1:21 AM
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Kevin Greenard: 100 per cent equity in retirement
Apr 1, 2022 12:01 PM
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Kevin Greenard: Know your settlement terms
Get a grip on settlement terms, to help interpret your own investments.
Mar 25, 2022 12:01 PM
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Kevin Greenard: Resources to help as you or your loved ones age
In our experience, as many individuals age they focus on their retirement planning and ensuring that they have enough funds invested to support their desired lifestyle throughout their retirement.
Mar 18, 2022 12:01 PM
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Kevin Greenard: Taking care of aging parents
Estate planning articles often focus on how to estate plan for yourself. They seldom address that as our parents age, we may be required to provide care for them, and by extension of that ensure that their affairs are in order.
Mar 11, 2022 12:01 PM
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Kevin Greenard: Using a memorandum to distribute personal and household effects
A Personal and Household Effects Memorandum is a more flexible alternative to itemizing every specific small asset in your will.
Mar 4, 2022 12:01 PM
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