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The Greenard Index

Kevin Greenard: Disciplined approach with RESP pays off over time

Kevin Greenard: Disciplined approach with RESP pays off over time

While back to school is looking different this year, the benefits of contributing to a Registered Education Savings Plan (RESP) have not changed.
Kevin Greenard: Tips when opening up a Registered Education Savings Plan

Kevin Greenard: Tips when opening up a Registered Education Savings Plan

One of the greatest gifts we can give children is education. When it comes to post-secondary education, this gift can come at a significant cost.
Kevin Greenard: Active management trumps passive approach

Kevin Greenard: Active management trumps passive approach

Active management trumps passive approach Last week, we discussed the major equity indices used around the world. We also addressed the terminology used and highlighted some of the pitfalls of monitoring the returns on indices.
Kevin Greenard: Obtaining clarity on market indices and benchmarks

Kevin Greenard: Obtaining clarity on market indices and benchmarks

Anyone following the business news or reading financial literature is aware of market indices. An index is a select number of stocks listed on an exchange.
Kevin Greenard: 10 steps to help achieve financial success

Kevin Greenard: 10 steps to help achieve financial success

Part of the initial discussions we have with new clients is obtaining an understanding of their goals. Some individuals are very goal oriented and others are not.
Kevin Greenard: Unplanned withdrawals require verbal discussion

Kevin Greenard: Unplanned withdrawals require verbal discussion

When cash flow needs are discussed and communicated in portfolio reviews with your Portfolio Manager, the investment portfolio can be structured accordingly and no further verbal discussion is required unless circumstances change.
Kevin Greenard: Planned financial withdrawals reduce risk

Kevin Greenard: Planned financial withdrawals reduce risk

In several of our past articles we have written about the importance of communicating your cash flow needs to your portfolio manager. It is so important that it is often at times the first questions we ask our clients who are no longer working.
Kevin Greenard: Savings strategy modified as complexity increases

Kevin Greenard: Savings strategy modified as complexity increases

Many people are used to paying their household bills on a monthly basis. It is a routine that keeps the lights and power on. When it comes to saving and investing, most individuals have a different approach.
Kevin Greenard: Depositing funds to your investment account

Kevin Greenard: Depositing funds to your investment account

Every day our team fields phone calls and emails from clients asking how they can put money into their investment account. The inquiry is from the mindset of what is the most efficient way to make the deposit that is secure, easy and fast.
Kevin Greenard: Accessing and sharing your tax information

Kevin Greenard: Accessing and sharing your tax information

Much of the historical information we need regarding our clients’ tax situation and federal programs is available in electronic form.