The Greenard Index

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.

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.

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.

Over time, investment costs and fees can have a significant impact to your bottom line due to the power of compounding growth.

Learn all about switch trades, when a position is simultaneously sold from a model portfolio and another position is bought with the proceeds.

A model portfolio is a basket of holdings – cash, fixed income, and equities – that an advisor combines to achieve an investment objective or risk tolerance level.

Get a grip on settlement terms, to help interpret your own investments.

In our experience, as many individuals age they focus on their retirement planning and ensuring that they have enough funds invested to support their desired lifestyle throughout their retirement.

Estate planning articles often focus on how to estate plan for yourself. They seldom address that as our parents age, we may be required to provide care for them, and by extension of that ensure that their affairs are in order.