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The Greenard Index

Kevin Greenard: Stock splits explained

Kevin Greenard: Stock splits explained

Stock splits can be the subject of some confusion among investors, so we wanted to delve into the mechanics of stock splits and what they mean for investors.
Kevin Greenard: Lock in your spousal loan at a rate of one per cent

Kevin Greenard: Lock in your spousal loan at a rate of one per cent

There is a once-in-a-lifetime opportunity for those thinking of utilizing a spousal loan strategy, but you need to act before July 1, 2022.
Kevin Greenard: Dissecting the tax deductibility of investment costs

Kevin Greenard: Dissecting the tax deductibility of investment costs

The Canadian Securities Association (CSA) regulates securities law in Canada, including disclosure requirements. They have issued several phases of Client Focused Reforms (CFR) to make changes to ensure clients’ interests are put first.
Kevin Greenard: Investment costs directly impact your net return

Kevin Greenard: Investment costs directly impact your net return

Over time, investment costs and fees can have a significant impact to your bottom line due to the power of compounding growth.
Kevin Greenard: Switching it up with switch trades

Kevin Greenard: Switching it up with switch trades

Learn all about switch trades, when a position is simultaneously sold from a model portfolio and another position is bought with the proceeds.
Kevin Greenard: The model portfolio approach to investing

Kevin Greenard: The model portfolio approach to investing

A model portfolio is a basket of holdings – cash, fixed income, and equities – that an advisor combines to achieve an investment objective or risk tolerance level.
Kevin Greenard: 100 per cent equity in retirement

Kevin Greenard: 100 per cent equity in retirement

Kevin Greenard: Know your settlement terms

Kevin Greenard: Know your settlement terms

Get a grip on settlement terms, to help interpret your own investments.
Kevin Greenard: Resources to help as you or your loved ones age

Kevin Greenard: Resources to help as you or your loved ones age

In our experience, as many individuals age they focus on their retirement planning and ensuring that they have enough funds invested to support their desired lifestyle throughout their retirement.
Kevin Greenard: Taking care of aging parents

Kevin Greenard: Taking care of aging parents

Estate planning articles often focus on how to estate plan for yourself. They seldom address that as our parents age, we may be required to provide care for them, and by extension of that ensure that their affairs are in order.