GREENARDGROUP.COM

The Greenard Group – Putting our clients first.

Get a 2nd Opinion. Kevin Greenard writes a regular column for the Times Colonist called The Greenard Index. He has written the column for over 10 years and has over 350 articles published across Canada. March 15, 2017. Part IV – Strategies For Growing Your Tax-Free Savings Account. February 27, 2017. Part III – Finding the Right Approach for Your Registered Retirement Income Fund. February 13, 2017. Part II – RRSP Turns 60: Still a Good Bet for Retirement. February 6, 2017. January 3, 2017.

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Kevin Greenard

1955 Sa●●●●●●●rescent

Vic●●●ria , British Columbia, V8N 2X6

Canada

1.25●●●●2138

ke●●●●●●●●●●●●@scotiamcleod.com

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Terry Greenard

1955 Sa●●●●●●●rescent

Vic●●●ria , British Columbia, V8N 2X6

Canada

1.25●●●●2165

te●●●●●●●●●●●●@scotiamcleod.com

View this contact

Terry Greenard

1955 Sa●●●●●●●rescent

Vic●●●ria , British Columbia, V8N 2X6

Canada

1.25●●●●2165

te●●●●●●●●●●●●@scotiamcleod.com

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The Greenard Group – Putting our clients first. | greenardgroup.com Reviews

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Get a 2nd Opinion. Kevin Greenard writes a regular column for the Times Colonist called The Greenard Index. He has written the column for over 10 years and has over 350 articles published across Canada. March 15, 2017. Part IV – Strategies For Growing Your Tax-Free Savings Account. February 27, 2017. Part III – Finding the Right Approach for Your Registered Retirement Income Fund. February 13, 2017. Part II – RRSP Turns 60: Still a Good Bet for Retirement. February 6, 2017. January 3, 2017.

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The Greenard Group – Putting our clients first. | greenardgroup.com Reviews

https://greenardgroup.com

Get a 2nd Opinion. Kevin Greenard writes a regular column for the Times Colonist called The Greenard Index. He has written the column for over 10 years and has over 350 articles published across Canada. March 15, 2017. Part IV – Strategies For Growing Your Tax-Free Savings Account. February 27, 2017. Part III – Finding the Right Approach for Your Registered Retirement Income Fund. February 13, 2017. Part II – RRSP Turns 60: Still a Good Bet for Retirement. February 6, 2017. January 3, 2017.

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greenardgroup.com

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The Greenard Index – The Greenard Group

http://greenardgroup.com/greenard-index

Get a 2nd Opinion. Appears in the business section of the Times Colonist. The column addresses a wide range of current financial issues relating to individuals and businesses. You can read past columns by going to The Greenard Index Library below. Income Generating & Splitting. RRSPs & RRIFs. Will & Estate Planning. You & Your Advisor. We welcome your comments, suggestions, and questions regarding The Greenard Index. Please email us at greenard.group@scotiamcleod.com. Let’s make things perfectly clear.

2

Our Team – The Greenard Group

http://greenardgroup.com/our-team

Get a 2nd Opinion. Kevin Greenard CPA, CA, FMA, CFP, CIM. Portfolio Manager and Director, Wealth Management (250) 389-2138. The following designations highlight Kevin’s distinguished academic focus on all forms of wealth management:. Chartered Professional Account (CPA). Financial Management Advisor (FMA). Certified Financial Planner (CFP). Professional Financial Planner (PFP). Canadian Investment Manager (CIM). View Kevin’s Video Bio. View Ian’s Video Bio. Terry Greenard, B.A. Hons. Laurie Palmer, STI.

3

About The Greenard Group – The Greenard Group

http://greenardgroup.com/about-us

Get a 2nd Opinion. At The Greenard Group we build partnerships with our clients by providing total financial solutions tailored to suit the specific needs of our client’s financial objectives and goals. We are committed to acting in the best interests of our clients and offering the highest standard of expertise and experience that our clients have come to value over the years. The Greenard Group offers a standard of excellence and expertise you can trust. What is different about The Greenard Group?

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Videos – The Greenard Group

http://greenardgroup.com/videos

Get a 2nd Opinion. Visit the Greenard Exchange. Page for more info. IShares Overview with Aubrey Basdeo. Testimonial from Dean Freeman. Ten Tips on Working With A Portfolio Manager. Let’s make things perfectly clear. Regulatory Change Helps Drive Popularity of Fee-Based Investment Accounts. The Greenard Group at ScotiaMcLeod. 1803 Douglas Street, Suite 400. Victoria, British Columbia, V8T 5C3. Hours: Mon-Fri 6:30am 5pm.

5

Regulatory Change Helps Drive Popularity of Fee-Based Investment Accounts – The Greenard Group

http://greenardgroup.com/regulatory-change-helps-drive-popularity-of-fee-based-investment-accounts

Get a 2nd Opinion. Regulatory Change Helps Drive Popularity of Fee-Based Investment Accounts. January 1, 2015. In Fee Based Accounts. Income Generating and Splitting. You and Your Advisor. CPABC IN FOCUS MAGAZINE. Traditional vs fee-based account structures. Client relationship model initiative enters second phase. While the key objective of CRM1 was relationship disclosure and enhanced suitability, the key objective of CRM2 is to increase transparency/disclosure for investors with regard to fees paid, s...

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The Greenard Group – Putting our clients first.

Get a 2nd Opinion. Kevin Greenard writes a regular column for the Times Colonist called The Greenard Index. He has written the column for over 10 years and has over 350 articles published across Canada. March 15, 2017. Part IV – Strategies For Growing Your Tax-Free Savings Account. February 27, 2017. Part III – Finding the Right Approach for Your Registered Retirement Income Fund. February 13, 2017. Part II – RRSP Turns 60: Still a Good Bet for Retirement. February 6, 2017. January 3, 2017.

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