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The Greenard Index

Kevin Greenard: Indexation adjustment for 2024 at 4.8 per cent

Kevin Greenard: Indexation adjustment for 2024 at 4.8 per cent

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Kevin Greenard: Why do we ask for a family tree for financial planning?

Kevin Greenard: Why do we ask for a family tree for financial planning?

The more information that we have regarding our clients and their immediate family, the more proactive we can be with the advice we provide.
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Kevin Greenard: Canadian Depositary Receipts provide additional options for Canadian investors

Kevin Greenard: Canadian Depositary Receipts provide additional options for Canadian investors

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Kevin Greenard: Inter-listed stock trades can be strategic

Kevin Greenard: Inter-listed stock trades can be strategic

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Kevin Greenard: Tips on reducing currency conversion costs

Kevin Greenard: Tips on reducing currency conversion costs

One of the most important components to investing is diversifying your investments geographically and managing currency exposure.
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Kevin Greenard: Monitoring currencies and utilizing resources

Kevin Greenard: Monitoring currencies and utilizing resources

Monitoring currency changes monthly is easy to do when looking at your monthly statements.
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Kevin Greenard: A primer on currencies and investing

Kevin Greenard: A primer on currencies and investing

When we first begin working with new clients, we will always spend time talking about currencies with respect to investing. Here’s why.
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Kevin Greenard: Tax changes may impact charitable giving strategies

Kevin Greenard: Tax changes may impact charitable giving strategies

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Kevin Greenard: Reducing current year taxes and recovering taxes from previous years

Kevin Greenard: Reducing current year taxes and recovering taxes from previous years

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Kevin Greenard: Getting the most out of the First Home Savings Account

Kevin Greenard: Getting the most out of the First Home Savings Account

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