Kevin Greenard

B.C.'s property tax deferment program can help those who are house-rich and cash-poor. Here are some common questions and considerations before applying.

The two main types of financial professional are Wealth Advisor and Portfolio Manager. But what can each of them do?

How the recent changes for corporate integration on capital gains in Canada could affect your finances.

The idea of setting up a corporation normally starts with a discussion with your accountant, colleagues, friend, family member, portfolio manager, or individual you trust. The main person that sets the corporation up is a lawyer.

Kevin Greenard This article is primarily focused on those who own a company, farm property, or fishing property.

Kevin Greenard When we first meet with a new corporate client, we will obtain the necessary information to open the accounts.

Kevin Greenard Our preference has always been to purchase direct equity holdings, as opposed to recommending exchange traded funds and mutual funds.

Kevin Greenard Over the years we have written many articles about cash as an asset class. Cash is considered one of the three main assets classes for a reason — it helps us manage risk in many ways.

There can be large cost savings associated with both registered accounts and non-registered accounts.

The strategy we map out for parents is to contribute $2,500 each year for the first 14 years of their child's life, and $1,000 when the child is 15.