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Blogs
The Greenard Index
The Greenard Index
Kevin Greenard: A different hat when acting as an insurance adviser
Apr 14, 2023 12:00 PM
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Kevin Greenard: Beyond the usual planning
Specialists can advise on business and wealth transition issues, discuss tax and other financial considerations, and where relevant, explore and suggest family governance strategies to help prepare the next generation to carry on your legacy.
Apr 8, 2023 9:00 AM
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Kevin Greenard: Financial planning at all stages of life
Planning isn’t a static one-size-fits-all process — it is far more dynamic. In fact, a Total Wealth Plan is an ongoing conversation that evolves throughout our clients’ lives.
Mar 31, 2023 12:00 PM
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Kevin Greenard: Private banking has evolved over the years
Many are unaware of the services that this division offers today.
Mar 24, 2023 7:30 PM
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Kevin Greenard: Integrating Banking and Wealth Management Divisions
As our clients get older and accumulate more wealth, there is a desire to simplify and reduce the number of accounts and the number of financial institutions they are dealing with.
Mar 17, 2023 12:00 PM
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Kevin Greenard: Wealth management involves a team of specialists
The complexity of account options, investment choices, taxation factors, and regulation changes have increased significantly. Fortunately, wealth management teams are getting larger and can provide the comprehensive service required.
Mar 10, 2023 3:00 PM
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Kevin Greenard: Advantages and considerations of the Individual Pension Plan
A candidate for the IPP is a business owner or high-earning incorporated professional over 40 who wants greater tax-deductible contributions to satisfy their retirement goals.
Mar 3, 2023 12:00 PM
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Kevin Greenard: The Greenard Group's 'Know Your Product' process
Part two of two: A rundown of The Greenard Group KYP process, in 10 sections.
Feb 24, 2023 5:00 AM
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Kevin Greenard: What are 'Know Your Product' obligations?
Part one of two. Next week we will outline The Greenard Group KYP process.
Feb 17, 2023 12:00 PM
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Kevin Greenard: Canadian cash can now earn a minimum of 4.35 per cent
Many people are not managing their cash balances as effectively as they should be. Here are some tips for making the most of what you’ve got.
Feb 10, 2023 12:00 PM
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