The Greenard Index

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.

Planning isn’t a static one-size-fits-all process — it is far more dynamic. In fact, a Total Wealth Plan is an ongoing conversation that evolves throughout our clients’ lives.

Many are unaware of the services that this division offers today.

As our clients get older and accumulate more wealth, there is a desire to simplify and reduce the number of accounts and the number of financial institutions they are dealing with.

The complexity of account options, investment choices, taxation factors, and regulation changes have increased significantly. Fortunately, wealth management teams are getting larger and can provide the comprehensive service required.

A candidate for the IPP is a business owner or high-earning incorporated professional over 40 who wants greater tax-deductible contributions to satisfy their retirement goals.

Part two of two: A rundown of The Greenard Group KYP process, in 10 sections.

Part one of two. Next week we will outline The Greenard Group KYP process.