The Greenard Index

Kevin Greenard: When it comes to fraud, history does repeat itself. Here's how to protect yourself

Sep 22, 2023 2:30 PM Read more >

Kevin Greenard: RESP withdrawals require strategy

Sep 15, 2023 12:00 PM Read more >

Kevin Greenard: Maximizing education grants through scheduled contributions

Strategies for obtaining the full $7,200 Canada Education Savings Grant (CESG) by scheduling — and maximizing — your Registered Education Savings Plan (RESP) contributions.

Sep 8, 2023 12:00 PM Read more >

Kevin Greenard: RESP planning tips for funding your child's education

We dive into The Greenard Group’s education planning tips and discuss some advantages of utilizing an RESP.

Sep 1, 2023 12:00 PM Read more >

Kevin Greenard: Claiming the caregiver tax credit

Aug 25, 2023 1:00 PM Read more >

Kevin Greenard: All about the disability tax credit

Aug 18, 2023 12:00 PM Read more >

Kevin Greenard: 10 tips to help overcome the fear of running out of money in retirement

Many people fear running out of money in retirement. We often tell clients that we fear the opposite — that they will not enjoy the money they worked hard for.

Aug 11, 2023 12:00 PM Read more >

Kevin Greenard: How old do you feel? Finances and longevity

Most people do not talk about the financial impact of longevity, including living arrangements and health care costs.

Aug 4, 2023 12:00 PM Read more >

Kevin Greenard: What does retirement look like to you?

It’s useful take a step back and have a meaningful conversation about what retirement looks like for you.

Jul 28, 2023 12:00 PM Read more >

Kevin Greenard: Equities provide significant tax benefits

Understanding the taxation of investment income is a key concept to explain to all new clients. Even existing clients need to be reminded of taxation features from time to time.

Jul 21, 2023 12:00 PM Read more >