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The Greenard Index

Kevin Greenard: Using a memorandum to distribute personal and household effects

Kevin Greenard: Using a memorandum to distribute personal and household effects

A Personal and Household Effects Memorandum is a more flexible alternative to itemizing every specific small asset in your will.
Kevin Greenard: Estate planning: Leaving a detailed digital footprint for your executor

Kevin Greenard: Estate planning: Leaving a detailed digital footprint for your executor

The third in a series of estate planning information and tips from Kevin Greenard.
Kevin Greenard: Estate planning: What exactly is included in your estate?

Kevin Greenard: Estate planning: What exactly is included in your estate?

The second in a series of estate planning information and tips from Kevin Greenard.
Kevin Greenard: Estate planning: Keep your key contacts and documents up to date

Kevin Greenard: Estate planning: Keep your key contacts and documents up to date

The first in a series of estate planning information and tips from Kevin Greenard.
Kevin Greenard: Spousal RRSPs benefit both spouses

Kevin Greenard: Spousal RRSPs benefit both spouses

Is a spousal RRSP right for you? Know the advantages — and rules — for using this financial tool.
Kevin Greenard: Could you benefit from a spousal loan strategy?

Kevin Greenard: Could you benefit from a spousal loan strategy?

When couples begin saving for retirement, often the goal is to accumulate enough wealth to support their desired lifestyle throughout retirement.
Kevin Greenard: Sharing tax information with your Portfolio Manager

Kevin Greenard: Sharing tax information with your Portfolio Manager

The Canada Revenue Agency's My Account service provides an easy way for portfolio manaers to access clients’ tax information.
Kevin Greenard: 51 considerations for your RRSP contribution

Kevin Greenard: 51 considerations for your RRSP contribution

Fifty-one questions for anyone considering making a RRSP contribution.
Kevin Greenard: Canada's Tax-Free Savings Account turns 14

Kevin Greenard: Canada's Tax-Free Savings Account turns 14

Income and growth from a TFSA are completely tax-free, which means Canadians can grow their investments and savings faster.
Kevin Greenard: The gift of financial literacy

Kevin Greenard: The gift of financial literacy

To have a little fun on a topic that might not be intuitive for every parent, we have created the financial literacy version of the 12 Days of Christmas