Kevin Greenard

Times Colonist (Victoria)

Kevin Greenard: Investment accounts can hold multiple currencies

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.

Times Colonist (Victoria)

Kevin Greenard: The Canadian versus U.S. side of investment accounts

By: Kevin Greenard

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.

Times Colonist (Victoria)

Kevin Greenard: Average cost for determining adjusted cost base

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

Times Colonist (Victoria)

Kevin Greenard: Words of financial wisdom worth repeating

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

Times Colonist (Victoria)

Kevin Greenard: Financial information for every learning style

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

Times Colonist (Victoria)

Kevin Greenard: The 11 sectors that drive the economy

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

Times Colonist (Victoria)

Kevin Greenard: The materials sector provides the building blocks of the economy

Without materials companies, the modern economy would struggle to function.

Times Colonist (Victoria)

Kevin Greenard: The energy sector, powering the global economy

The energy sector is responsible for finding, producing, transporting and supplying many of the fuels that power modern society.

Times Colonist (Victoria)

Kevin Greenard: The industrials sector — moving the economy

Industrial companies provide many of the essential services and infrastructure that keep our economy functioning. Here’s what you need to know.

Times Colonist (Victoria)

Kevin Greenard: What consumer spending can tell investors

Information from companies dealing with travel, vehicles, apparel and restaurants can provide insight on broader economic conditions, changing consumer preferences and demographic trends.