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The Greenard Index

Kevin Greenard: Changing financial institutions has never been easier

Kevin Greenard: Changing financial institutions has never been easier

Whatever the reason for changing your financial institution, it is important that you understand the process and the steps.
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Kevin Greenard: New disclosure requirements for investor statements

Kevin Greenard: New disclosure requirements for investor statements

There are basically two main changes in the new regulations: regular statements will have to include fund expense ratios, and end-of-year statements will have to include the dollar amount of the total fee charged by the fund company.
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Kevin Greenard: The essentials of estate planning

Kevin Greenard: The essentials of estate planning

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Kevin Greenard: Common uses of trust

Kevin Greenard: Common uses of trust

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Kevin Greenard: A different hat when acting as an insurance adviser

Kevin Greenard: A different hat when acting as an insurance adviser

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Kevin Greenard: Beyond the usual planning

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.
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Kevin Greenard: Financial planning at all stages of life

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.
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Kevin Greenard: Private banking has evolved over the years

Kevin Greenard: Private banking has evolved over the years

Many are unaware of the services that this division offers today.
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Kevin Greenard: Integrating Banking and Wealth Management Divisions

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.
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Kevin Greenard: Wealth management involves a team of specialists

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.
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