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The Greenard Index

Kevin Greenard: Maximizing education grants through scheduled contributions

Kevin Greenard: Maximizing education grants through scheduled contributions

Strategies for obtaining the full $7,200 Canada Education Savings Grant (CESG) by scheduling — and maximizing — your Registered Education Savings Plan (RESP) contributions.
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Kevin Greenard: RESP planning tips for funding your child's education

Kevin Greenard: RESP planning tips for funding your child's education

We dive into The Greenard Group’s education planning tips and discuss some advantages of utilizing an RESP.
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Kevin Greenard: Claiming the caregiver tax credit

Kevin Greenard: Claiming the caregiver tax credit

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Kevin Greenard: All about the disability tax credit

Kevin Greenard: All about the disability tax credit

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Kevin Greenard: 10 tips to help overcome the fear of running out of money in retirement

Kevin Greenard: 10 tips to help overcome the fear of running out of money in retirement

Many people fear running out of money in retirement. We often tell clients that we fear the opposite — that they will not enjoy the money they worked hard for.
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Kevin Greenard: How old do you feel? Finances and longevity

Kevin Greenard: How old do you feel? Finances and longevity

Most people do not talk about the financial impact of longevity, including living arrangements and health care costs.
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Kevin Greenard: What does retirement look like to you?

Kevin Greenard: What does retirement look like to you?

It’s useful take a step back and have a meaningful conversation about what retirement looks like for you.
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Kevin Greenard: Equities provide significant tax benefits

Kevin Greenard: Equities provide significant tax benefits

Understanding the taxation of investment income is a key concept to explain to all new clients. Even existing clients need to be reminded of taxation features from time to time.
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Greenard Index: Don’t overdiversify – why we avoid mutual funds, exchange traded funds

Greenard Index: Don’t overdiversify – why we avoid mutual funds, exchange traded funds

Kevin Greenard’s recommendation for new investors is to focus first on savings and avoiding investment mistakes.
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Kevin Greenard: All about Trusted Contact Persons and Temporary Holds

Kevin Greenard: All about Trusted Contact Persons and Temporary Holds

Financial advisors now have additional tools to protect clients from scams: Trusted Contact Person and Temporary Holds.
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