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Learn strategies for preserving your wealth and investing your company profits for retirement. Learn More...


Gain confidence that your finances can support your lifestyle in retirement. Learn More...


Development of a plan is key to  ensure you are rewarded for your hard work.  Learn More...


Develop an investment strategy that will help guide you through to a successful retirement. Learn More...
  • MissionStatementTo enable our clients to reach their goals and live their dreams.

    Our mission is to provide financial advice and solutions that enable our clients to reach their goals and live their dreams. Our team of financial planning professionals employs a proven process to better understand each client's situation, clarify personal objectives and deliver innovative solutions relating to investments, insurance, tax and estate planning.

  • ValuePropositionOur unique process helps our clients gain clarity and confidence. 

    The Wealth Evolution Solution™ is an eight stage process that helps you achieve your financial and life goals. Our process will give you the visual proof that your current plan is solid or requires some adjustments.

  • WhatWeBelieve We believe that independent unbiased advice is the cornerstone of a personalized wealth plan. To ensure financial progress for our clients, we focus on the following areas: Fiscal Responsibility, Risk Management, Tax Planning, Investment Management, Retirement Planning, Estate and Legacy Planning, and Financial Independence.



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HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Green Private Wealth Counsel is an independent company unrelated to HollisWealth and Industrial Alliance Securities Inc. Industrial Alliance Securities Inc. and its related and affiliated companies have no liability for Paul Green.
HollisWealth and the Alliance Securities Inc. companies do not provide income tax preparation services nor do they supervise or review other persons who may provide such services.
The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are those of the advisor alone and not those of HollisWealth® is a division of Industrial Alliance Securities Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Industrial Alliance Securities Inc.representative is not registered.