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The Greenard Index

Kevin Greenard: What's the difference between a Portfolio Manager and a Wealth Advisor?

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?
Kevin Greenard: House-rich and cash-poor? Consider deferring your property taxes

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.
Kevin Greenard: Hoarding financial information is an executor’s nightmare

Kevin Greenard: Hoarding financial information is an executor’s nightmare

Kevin Greenard: How executors should deal with credit cards, loyalty points and Air Miles

Kevin Greenard: How executors should deal with credit cards, loyalty points and Air Miles

Kevin Greenard: Making your own funeral plans

Kevin Greenard: Making your own funeral plans

Kevin Greenard: T+1 settlement is coming to Canada

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.
Kevin Greenard: Including your pet in your estate plan

Kevin Greenard: Including your pet in your estate plan

Kevin Greenard: CRA taking more from our pockets

Kevin Greenard: CRA taking more from our pockets

Kevin Greenard: Trust is paramount in naming a representative

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.
Kevin Greenard: Advance Care Plan maps out future health care

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.