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.
We work with affluent individuals, families, small business owners and corporations to assist with wealth preservation, wealth transfer and philanthropic goals, and to ensure their wealth is maximized for today and for future generations. The Greenard Group is able to deliver wealth management considering everything from investment planning, financial planning to cash flow management, will and estate planning, risk management and tax planning.
Trust is the foundation of our client relationships. Our team will take the time to get to know you and your unique financial situation, and will help you understand your existing holdings. We will deliver a financial strategy capable of closing the gap between where you are today and where you want to be. We are dedicated to making your experience with us as rewarding as possible, where we always act on your best interests, and with integrity. Our service to you is built on our Core Values. The Greenard Group offers a standard of excellence and expertise you can trust.
What is different about The Greenard Group?
Kevin Greenard is able to offer a unique set of services and expertise quite different from most other advisory individuals or firms. Firstly, Kevin is a Chartered Accountant, so he is able to offer a thorough and complete review of your financial situation, with an emphasis on tax efficiency to ensure you are taking full advantage of all income tax savings.
Secondly, Kevin is an Portfolio Manager, a designation only awarded to the top ScotiaMcLeod advisors who have distinguished themselves as investment professionals of the highest calibre. Kevin has demonstrated academic achievement and a successful investment management track record for substantial assets. After undergoing a rigorous examination by the ScotiaMcLeod Selection Committee, the prestigious designation of Portfolio Manager is only awarded to investment professionals who have years of experience reflecting sound business ethics.
As a licensed Portfolio Manager, Kevin is able to make investment decisions on behalf of clients, where he will execute day-to-day investment transactions as required to help clients reach their financial goals. This allows each of our clients to have a one-on-one relationship with Kevin as their personal portfolio manager who will design an Investment Policy Statement (IPS) that is customized to the unique and individual needs and goals of each client. The IPS presents an optimal asset allocation, investment selection and diversification to provide the best return possible for your appropriate level of risk.
The managed portfolio approach ensures a “fee-for-service” basis, rather than the traditional transactional commission associated with a licensed sales person. We feel that the “fee-for-service” client-advisor relationship is better aligned to your best interests.
Kevin Greenard is pleased to meet with new and existing clients to discuss the benefits of a managed portfolio.
Connect with me on LinkedIn: http://ca.linkedin.com/in/kevingreenard
Our Core Values
Our core purpose at The Greenard Group is to be the best at helping clients become financially better off. To help us achieve this, we strictly adhere to the Core Values of ScotiaMcLeod to help us deliver the service you deserve.
We exhibit integrity by always interacting with others ethically and honourably.
We exhibit respect by empathizing and fully considering the diverse needs of others.
We are fully committed to achieving success for our clients, our teams and ourselves.
We use our insight and high level of knowledge to pro-actively respond to our clients with the appropriate solutions.
Our keen spirit enriches our work environment with teamwork, contagious enthusiasm and a “can-do” attitude.