The Greenard Index

When should you begin collecting CPP and OAS benefits? Every person's situation is different.

It’s essential to start planning for the costs of education early and take a disciplined approach to RESP contributions to take advantage of the full benefits.

A Registered Education Savings Plan is a popular investment vehicle to help save for a child’s or grandchild’s post-secondary education.

The gift of education is one of the greatest gifts we can give to our children or grandchildren. This gift, however, may come with a hefty price tag.

Kevin Greenard outlines a step-by-step process for withdrawing from a Registered Education Savings Plan.

Canada Pension Plan contributions made while a couple was married or in a common-law union can be equally divided during or after a divorce or separation.

Since 2007, individuals receiving qualifying pension income were able to split it with their spouse in conjunction with filing their tax return.

One of the most common questions we receive is when should I begin collecting my Canada Pension Plan? The answer is: It depends.

The variability of investment returns can have a material impact in the early years of investing. Over time, the variability of returns is smoothed out.

Two common characteristics we see with our clients that have accumulated wealth is the ability to both assume risk, and the ability to stay the course during periods of volatility.