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The Greenard Index

Kevin Greenard: The Greenard Group's optimal RRIF formula

Kevin Greenard: The Greenard Group's optimal RRIF formula

Discussions with our clients revolve around minimizing the amount of tax they pay over their lifetime. To start the process with clients, we let them know what their estate tax bill will be if they do nothing.
Kevin Greenard: Know your tax rates

Kevin Greenard: Know your tax rates

They say two things in life are certain: death and taxes. The goal for our clients is to help them minimize the taxes they pay over their lifetime. We map out a plan with our clients to help achieve this.
Kevin Greenard: The Greenard Group's six principles of placement

Kevin Greenard: The Greenard Group's six principles of placement

When we map out a placement plan for which investments will go into which accounts, there are many principles that we factor into our recommendations.
Kevin Greenard: What ends up in your pocket after tax

Kevin Greenard: What ends up in your pocket after tax

Not all investment income is treated the same for income tax purposes, and the difference in taxation between the types can be quite substantial. What is really important is how much ends up in your pocket after tax.
Kevin Greenard: Cash wedge strategy may add comfort in periods of volatility

Kevin Greenard: Cash wedge strategy may add comfort in periods of volatility

Kevin Greenard talks about the importance of cash within the asset allocation.
Kevin Greenard: Stock splits explained

Kevin Greenard: Stock splits explained

Stock splits can be the subject of some confusion among investors, so we wanted to delve into the mechanics of stock splits and what they mean for investors.
Kevin Greenard: Lock in your spousal loan at a rate of one per cent

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.
Kevin Greenard: Dissecting the tax deductibility of investment costs

Kevin Greenard: Dissecting the tax deductibility of investment costs

The Canadian 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.
Kevin Greenard: Investment costs directly impact your net return

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.
Kevin Greenard: Switching it up with switch trades

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.