Kevin Greenard

Investors who are able to manage stock market volatility typically have greater success than those who cannot. Here are some things to consider.

There is no one-size-fits-all solution for transitioning out of a business. But with planning, you can preserve your wealth — and promote family harmony.

Tips on how you can get the most out of financial seminars — and some red flags to avoid.

Determine your cash flow needs, then figure out the appropriate amount of cash to set aside and which account the cash should be in.

Many people view transferring investment portfolios as a daunting task or time-consuming endeavour. Here’s what you need to know.

Having family tree information for our financial clients helps foster deeper discussions and enables us to give proactive advice.

There has never been a market correction that has not recovered — corrections are part of the natural stock market cycle. Here’s what you need to know.

Useful information is available through the My Service Canada Account. Here's how to gain access and find what you need.

Setting up My Account with the Canada Revenue Agency allows you, your accountant and wealth manager to easily see your tax information

It's essential to set yourself up to get access to government online services and those of your financial institution.