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Blogs
The Greenard Index
The Greenard Index
Kevin Greenard: What happens if your child doesn't attend post-secondary education?
Registered Education Savings Plans (RESP) are still relatively new. Originally started in 1998, they were slow to gain traction because of some of the unreasonable rules on the account application.
Sep 18, 2020 12:00 PM
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Kevin Greenard: Utilizing RESP funds for post-secondary education
Parents and grandparents who set up a Registered Education Savings Plan (RESP) are referred to as the “subscriber”. The children or grandchildren are referred to as the “beneficiary” of the registered plan.
Sep 12, 2020 11:34 AM
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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.
Sep 8, 2020 10:07 AM
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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.
Aug 28, 2020 12:00 PM
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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.
Aug 21, 2020 2:35 PM
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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.
Aug 14, 2020 4:54 PM
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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.
Aug 7, 2020 12:00 PM
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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.
Jul 31, 2020 12:00 PM
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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.
Jul 24, 2020 12:00 PM
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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.
Jul 17, 2020 12:00 PM
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