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The Greenard Index

Kevin Greenard: Sharing tax information with your Portfolio Manager

Kevin Greenard: Sharing tax information with your Portfolio Manager

The Canada Revenue Agency's My Account service provides an easy way for portfolio manaers to access clients’ tax information.
Kevin Greenard: 51 considerations for your RRSP contribution

Kevin Greenard: 51 considerations for your RRSP contribution

Fifty-one questions for anyone considering making a RRSP contribution.
Kevin Greenard: Canada's Tax-Free Savings Account turns 14

Kevin Greenard: Canada's Tax-Free Savings Account turns 14

Income and growth from a TFSA are completely tax-free, which means Canadians can grow their investments and savings faster.
Kevin Greenard: The gift of financial literacy

Kevin Greenard: The gift of financial literacy

To have a little fun on a topic that might not be intuitive for every parent, we have created the financial literacy version of the 12 Days of Christmas
The Greenard Index: 10 things to prepare for as an Executor

The Greenard Index: 10 things to prepare for as an Executor

Responsibilities range from securing the home the deceased lived in, making financial decisions, filing income tax returns, satisfying creditors, to making funeral arrangements.
Kevin Greenard: Blended families need a blended Total Wealth Plan

Kevin Greenard: Blended families need a blended Total Wealth Plan

Opening the communication channels is key when helping couples in blended family situations.
Kevin Greenard: Do-it-yourself investing — 10 common mistakes

Kevin Greenard: Do-it-yourself investing — 10 common mistakes

Although trading platforms have become easier, and news has become more plentiful, the management of money has never been more challenging.
Kevin Greenard: Template for getting second opinions

Kevin Greenard: Template for getting second opinions

Second Opinion Series, Part 3 of 3: Tips on getting another view on your investments
Kevin Greenard: Getting a second opinion: Where to go? Who to see?

Kevin Greenard: Getting a second opinion: Where to go? Who to see?

Second Opinion Series, Part 2 of 3: Tips on getting a second opinion on your investments
Kevin Greenard: 14 reasons to seek a different perspective

Kevin Greenard: 14 reasons to seek a different perspective

Part 1 of 3 of the Second Opinion Series