What worked before might not work going forward…it’s time to rethink your portfolio asset mix
What worked before might not work going forward…it’s time to rethink your portfolio asset mix Brendan Greenwood, CFP, CIM, B.Comm |...
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Brendan Greenwood
- Jun 16
- 4 min
Don’t let your employer stock option plan turn to fool’s gold
Don’t let your employer stock option plan turn to fool’s gold Brendan Greenwood, CFP, CIM, B.Comm | June 16, 2022 Stock options are...
Brendan Greenwood
- Mar 7
- 4 min
A gradual ascent will help avoid any falls - the world is an unpredictable place
A gradual ascent will help avoid any falls – the world is an unpredictable place Brendan Greenwood, CIM, B.Comm | March 7, 2022 The...
Brendan Greenwood
- Nov 9, 2021
- 5 min
Finding the right balance in an inflationary world
Finding the right balance in an inflationary world Brendan Greenwood CIM, B.Comm | November 9, 2021 Have you filled your gas tank...
Brendan Greenwood
- Jul 28, 2021
- 4 min
If you have a Disabled Child, Get the Help You Need to Setup a Registered Disability Savings Plan
If you have a Disabled Child, Get the Help You Need to Setup a RDSP (Registered Disability Savings Plan) – It will make a difference...
Brendan Greenwood
- Jul 14, 2021
- 5 min
How are big pension plans responding to low interest rates?
How are big pension plans responding to low interest rates? Brendan Greenwood CIM, QAFP, B.Comm | July 14, 2021 This is a difficult time...
Brendan Greenwood
- May 20, 2021
- 5 min
How to Protect Your Investment Portfolio if Current Market Valuations Are Not Sustainable
How to Protect Your Investment Portfolio if Current Market Valuations Are Not Sustainable Brendan Greenwood CIM, QAFP, B.Comm | May 20,...
Brendan Greenwood
- Apr 27, 2021
- 5 min
Danger in bonds, reducing tax, locking in low rates
Quarterly | April 27, 2021 | Brendan Greenwood CIM, QAFP, B.Comm Bonds may no longer provide the protection you think. Here’s why… The...
Brendan Greenwood
- Mar 29, 2021
- 3 min
Make your money last longer with this tax efficient cash-flow strategy
Make your money last longer with this tax efficient cash-flow strategy Brendan Greenwood CIM, QAFP, B.Comm | March 29, 2021 More creative...
Brendan Greenwood
- Mar 16, 2021
- 6 min
The rise of Bitcoin and Ethereum…two very different assets
The rise of Bitcoin and Ethereum…two very different assets Brendan Greenwood CIM, QAFP, B.Comm | March 16, 2021 One evening in the spring...
Brendan Greenwood
- Jan 20, 2021
- 6 min
New Thoughts on How to Build Wealth and Tax Efficient Cashflow
Quarterly | January 20, 2021 | Brendan Greenwood CIM, QAFP, B.Comm An opportunity to buy income generating assets at a discounted price...
Brendan Greenwood
- Dec 4, 2020
- 4 min
What you should know when you have a pension through your employer!
What you should know when you have a pension through your employer! Brendan Greenwood CIM, QAFP, B.Comm | December 4, 2020 The challenges...
Brendan Greenwood
- Sep 29, 2020
- 5 min
Wobbly markets, evolution of the balanced portfolio, pre-retirement income splitting, tax loss...
Wobbly markets, evolution of the balanced portfolio, pre-retirement income splitting, tax loss harvesting Quarterly | September 29, 2020...
Brendan Greenwood
- Aug 21, 2020
- 3 min
Don’t leave money on the table…take control of past employer savings plans!
Brendan Greenwood CIM, QAFP, B.Comm | August 21, 2020 Have you worked for more than one employer throughout your career or are you in the...
Brendan Greenwood
- Jul 16, 2020
- 3 min
The search for income in a near zero interest rate world
Brendan Greenwood CIM, QAFP, B.Comm | July 16, 2020 My grandfather developed Alzheimer’s later in his life and at every holiday dinner he...
Brendan Greenwood
- May 19, 2020
- 5 min
Disconnect between the market and economy, silver, bonds, the home office and the family cottage..
Quarterly | May 19, 2020 | Brendan Greenwood CIM, QAFP, B.Comm A growing disconnect between the stock market and the economy, a case for...
Brendan Greenwood
- Mar 20, 2020
- 3 min
COVID-19, oil price wars, a looming credit crunch: How to invest amid global uncertainty
Brendan Greenwood CIM, B.Comm | March 20, 2020 The stock market has fallen off a ledge in recent days. Fear has been fueled by the spread...
Brendan Greenwood
- Feb 7, 2020
- 4 min
Make sure you have a handle on your stock-based compensation plan
Are you working for an emerging technology company? – Make sure you have a handle on your stock-based compensation plan Brendan...
Brendan Greenwood
- Jan 6, 2020
- 4 min
New Decade - Lessons from Japan, Canadian Markets, Oil, Global Warming, Stock Options and Travel!
Lessons from Japan and why interest rates will remain low: Japan shows us that an aging population plays a major role in reducing...
Brendan Greenwood
- Jan 6, 2020
- 2 min
Living longer, Trade wars, Personal tax and Why Kawhi Leonard should stay!
Quarterly Commentary – July 4, 2019 – Brendan Greenwood CIM, B.Comm Living longer and what that means for your money Good news! We’re...