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Blogs
The Greenard Index
The Greenard Index
Kevin Greenard: Should you defer your Old Age Security benefits?
When should you begin collecting CPP and OAS benefits? Every person's situation is different.
Sep 16, 2022 12:01 PM
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Kevin Greenard: The benefits of a disciplined RESP approach
It’s essential to start planning for the costs of education early and take a disciplined approach to RESP contributions to take advantage of the full benefits.
Sep 10, 2022 9:50 AM
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Kevin Greenard: Don't overlook RESP assets in your estate plan
A Registered Education Savings Plan is a popular investment vehicle to help save for a child’s or grandchild’s post-secondary education.
Sep 2, 2022 12:01 PM
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Kevin Greenard: 10 tips to consider when opening an RESP
The gift of education is one of the greatest gifts we can give to our children or grandchildren. This gift, however, may come with a hefty price tag.
Aug 26, 2022 12:01 PM
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Kevin Greenard: RESP withdrawal checklist
Kevin Greenard outlines a step-by-step process for withdrawing from a Registered Education Savings Plan.
Aug 19, 2022 12:01 PM
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Kevin Greenard: Splitting your CPP
Canada Pension Plan contributions made while a couple was married or in a common-law union can be equally divided during or after a divorce or separation.
Aug 12, 2022 12:01 PM
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Kevin Greenard: Sharing your CPP
Since 2007, individuals receiving qualifying pension income were able to split it with their spouse in conjunction with filing their tax return.
Aug 5, 2022 12:01 PM
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Kevin Greenard: When should you start collecting CPP?
One of the most common questions we receive is when should I begin collecting my Canada Pension Plan? The answer is: It depends.
Jul 29, 2022 12:01 PM
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Kevin Greenard: The impact of variable returns
The variability of investment returns can have a material impact in the early years of investing. Over time, the variability of returns is smoothed out.
Jul 22, 2022 12:00 PM
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Kevin Greenard: Tolerance for volatility and risk
Two common characteristics we see with our clients that have accumulated wealth is the ability to both assume risk, and the ability to stay the course during periods of volatility.
Jul 15, 2022 12:01 PM
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