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The Greenard Index

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.
Kevin Greenard: Digital world adds extra risk for identity theft

Kevin Greenard: Digital world adds extra risk for identity theft

There are a variety of ways that fraudsters can try to gather your personal information. They can simply try phoning you, pretending to be a legitimate organization, and request information from you verbally.
Kevin Greenard: Protecting loved ones from financial fraud

Kevin Greenard: Protecting loved ones from financial fraud

When clients begin working with The Greenard Group, we will ask them to provide a comprehensive list of information.
Kevin Greenard: Creating your baseline for financial fraud protection

Kevin Greenard: Creating your baseline for financial fraud protection

It goes without saying that we are all at risk in this electronic age of being exposed to financial fraud. Some people more so than others. In some situations, financial fraud starts by unknowingly providing your personal information.
Kevin Greenard: Never open or click links in unsolicited emails

Kevin Greenard: Never open or click links in unsolicited emails

The Canadian Radio-television and Telecommunications Commission ­ or CRTC ­ has the authority to administer the Telecommunications Act, including the National Do Not Call List (DNCL) and Canada’s Anti-Spam Legislation.