Kevin Greenard

Returning to Canada after working abroad is often the closing of one chapter and the beginning of another. Here’s what to consider when it comes to retirement savings.

Elevated valuations, limited public float and strong demand can contribute to early trading volatility that is not closely tied to fundamentals.

In our initial discussion with clients, we explain the difference between taxable income and cash flow.

The higher your marginal income tax bracket, the more you need to have a tax-smart investment strategy. Here are some things to consider.

Kevin Greenard: In an increasingly global world, currency is no longer just a medium of exchange; it is also a strategic component of wealth management.

We ensure our client accounts have both Canadian and U.S. dollar sides to reduce currency conversion costs. Clients who hold U.S. cash and securities directly can reduce unnecessary currency conversions by letting sale proceeds and dividend payments remain in U.S. dollars for future investments.

How ACB is calculated for Canadian tax purposes for both Canadian and U.S. stocks.

Here is some wisdeom from some of the most successful investors and economists, whose insights provide useful guidance for navigating markets.

Over the years, we have created many different approaches to explaining financial topics based on our clients’ preferred style of learning.

One of the most common ways of organizing and comparing businesses is to group companies according to their primary economic activity into sectors.