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The Greenard Index

Kevin Greenard: Financial planning at all stages of life

Kevin Greenard: Financial planning at all stages of life

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.
Kevin Greenard: Private banking has evolved over the years

Kevin Greenard: Private banking has evolved over the years

Many are unaware of the services that this division offers today.
Kevin Greenard: Integrating Banking and Wealth Management Divisions

Kevin Greenard: Integrating Banking and Wealth Management Divisions

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.
Kevin Greenard: Wealth management involves a team of specialists

Kevin Greenard: Wealth management involves a team of specialists

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.
Kevin Greenard: Advantages and considerations of the Individual Pension Plan

Kevin Greenard: Advantages and considerations of the Individual Pension Plan

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.
Kevin Greenard: The Greenard Group's 'Know Your Product' process

Kevin Greenard: The Greenard Group's 'Know Your Product' process

Part two of two: A rundown of The Greenard Group KYP process, in 10 sections.
Kevin Greenard: What are 'Know Your Product' obligations?

Kevin Greenard: What are 'Know Your Product' obligations?

Part one of two. Next week we will outline The Greenard Group KYP process.
Kevin Greenard: Canadian cash can now earn a minimum of 4.35 per cent

Kevin Greenard: Canadian cash can now earn a minimum of 4.35 per cent

Many people are not managing their cash balances as effectively as they should be. Here are some tips for making the most of what you’ve got.
Kevin Greenard: Information on informal in-trust for accounts

Kevin Greenard: Information on informal in-trust for accounts

An informal in-trust for account is not a widely known type of account. Hear the word “trust” and one might immediately think it sounds complicated and is expensive — it isn’t.
Kevin Greenard: Is an RRSP your best option? 52 factors to consider

Kevin Greenard: Is an RRSP your best option? 52 factors to consider

There are several factors you should consider before making an RRSP contribution.
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