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businessowner

Business Owner

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

Retirees

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

Farmers

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

Pre-Retirees

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.
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  • 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.
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  • 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. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates.

This information has been prepared by Paul Green, CFP®, CIM®, Portfolio Manager, Director Private Client Group for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. The information contained in this website comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. The [Investment Advisor/Portfolio Manager] can open accounts only in the provinces where [she is/he is/they are] registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com. Green Private Wealth Counsel is a personal trade name of Paul Green.

Insurance products provided through Hollis Insurance Inc.