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Blogs
The Greenard Index
The Greenard Index
Kevin Greenard: What's the difference between a Portfolio Manager and a Wealth Advisor?
The two main types of financial professional are Wealth Advisor and Portfolio Manager. But what can each of them do?
Jun 28, 2024 2:00 PM
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Kevin Greenard: House-rich and cash-poor? Consider deferring your property taxes
B.C.’s property tax deferment program can help those who are house-rich and cash-poor. Here are some common questions and considerations before applying.
Jun 21, 2024 2:00 PM
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Kevin Greenard: Hoarding financial information is an executor’s nightmare
Jun 14, 2024 2:00 PM
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Kevin Greenard: How executors should deal with credit cards, loyalty points and Air Miles
Jun 7, 2024 2:00 PM
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Kevin Greenard: Making your own funeral plans
May 31, 2024 8:00 PM
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Kevin Greenard: T+1 settlement is coming to Canada
Markets in Canada and Mexico are shortening the settlement cycle for most securities to one business day following a trade. Here’s what you need to know.
May 17, 2024 12:00 PM
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Kevin Greenard: Including your pet in your estate plan
May 10, 2024 5:00 PM
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Kevin Greenard: CRA taking more from our pockets
Apr 26, 2024 12:00 PM
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Kevin Greenard: Trust is paramount in naming a representative
As we all age, many adults have financial and medical concerns relating to their care as they become older. Portfolio managers who prepare estate plans for their clients should address many of these concerns.
Apr 19, 2024 4:00 PM
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Kevin Greenard: Advance Care Plan maps out future health care
An Advance Care Plan is the act of writing down your beliefs and wishes, with specific instructions, regarding your future health care.
Apr 12, 2024 11:00 AM
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