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The Greenard Index

Kevin Greenard: Corporations help high-income professionals

Kevin Greenard: Corporations help high-income professionals

Dentists, doctors, lawyers, accountants and other professionals have the option to incorporate. These corporations are often referred to as professional corporations (PC).
Kevin Greenard: Understanding tax-free capital dividends

Kevin Greenard: Understanding tax-free capital dividends

Taxation for corporations is different from taxation for individuals. Our corporate clients can take advantage of many things: tax deferral, income splitting possibilities, tax-efficient dividend payments, etc.
Kevin Greenard: Breaking down the stages of retirement

Kevin Greenard: Breaking down the stages of retirement

The levels of retirement that we see correspond directly to the performance of the stock market. When returns exceed projections in a financial plan, many people speed up their plans for retirement.
Kevin Greenard: Are you a net saver or a net spender?

Kevin Greenard: Are you a net saver or a net spender?

Everyone falls into two broad categories: net saver or net spender. If you’re a net saver, your cash inflows are greater than your cash outflows. If you’re a net spender, your cash outflows are greater than your cash inflows.
Kevin Greenard: Deferring your property taxes is a no-brainer

Kevin Greenard: Deferring your property taxes is a no-brainer

Municipalities mail out their property tax notices by the end of May. Below are the common ways to address your property tax liability. The first way is by paying your property taxes directly to your municipality.
Kevin Greenard: Concentration causes excess volatility

Kevin Greenard: Concentration causes excess volatility

Concentration within a portfolio refers to an individual equity, sector, currency, geographical area, etc. being overweight in the portfolio. Avoiding concentration is important to reduce overall portfolio risk.
Kevin Greenard: Take advantage of market conditions when rebalancing

Kevin Greenard: Take advantage of market conditions when rebalancing

When you hear “rebalancing” in an investment context, one may immediately think of trimming back stocks that have outperformed and taking the opportunity to reallocate these funds to stocks that have pulled back.
Kevin Greenard: How a Portfolio Manager helps families

Kevin Greenard: How a Portfolio Manager helps families

It is becoming more and more commonplace for Portfolio Managers to work with multiple generations within the same family – even when they live in different households.
Kevin Greenard: The top 10 ways managed accounts benefit investors

Kevin Greenard: The top 10 ways managed accounts benefit investors

A managed account is a broad term that has been used in the financial services industry to describe a certain type of investment account where a Portfolio Manager has the discretion to make changes to your portfolio on your behalf (i.e.
Kevin Greenard: The many benefits of fee-based accounts

Kevin Greenard: The many benefits of fee-based accounts

A fee-based account is where a fee is charged based on the market value of the assets being managed. This is distinctly different than a transactional account where commissions are charged for every buy and sell transaction.