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Kevin Greenard: Advance Care Plan maps out future health care

One of the components of estate planning is to encourage our clients to begin thinking about their future health care treatment ....

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Kevin Greenard: Legal power of attorney is essential

A power of attorney provides a person (referred to as an “attorney”) the power to make decisions on your behalf while you are alive. ....

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Kevin Greenard: Inter-listed stock trades can be strategic

How to reduce currency costs when converting between Canadian (CAD) and U.S. (USD) currencies in investments. ....

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Kevin Greenard: Protecting yourself from financial fraud

As technology continues to advance, so does the complexity of financial fraud. ....

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Kevin Greenard: RESP withdrawals require strategy

When RESP beneficiaries begin pursuing higher education, we meet with the subscriber to ensure they understand fully how to withdraw the funds. ....

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