Our Team
Telephone: 519-539-8212 | Toll-free: 1-888-539-8212 | Fax: 519-539-7415

The Green Private Wealth Counsel Team

GPWC Paul

Paul Green, B.Sc., CFP®CIM®  Portfolio Manager

HollisWealth, a division of Industrial Alliance Securities Inc. Insurance Advisor, Hollis Insurance Inc.

Paul is a Chartered Investment Manager CIM® and a CERTIFIED FINANCIAL PLANNER® professional, as accredited by the Financial Planning Standards Council (FPSC) and a member on several boards in the region.  Born and raised in Woodstock, Paul is married with two girls. He attended Bowling Green State University where he earned a Bachelor of Science in Finance. After founding Green Financial Group in 1994, Paul went on to become a Certified Financial Planner in 1998 and a Chartered Investment Manager in 2014. Raised by an entrepreneur and one himself, Paul is passionate about advising other business owners. His greatest joy, however, comes from helping children in need and he is involved in several youth charities. In addition to philanthropy, he enjoys golf and travelling.

You can reach Paul at 519.539.8212 ext 230 or e-mail him at: This email address is being protected from spambots. You need JavaScript enabled to view it.

dave

David Harris, CFP® CIM®  Portfolio Manager

HollisWealth, a division of Industrial Alliance Securities Inc. Insurance Advisor, Hollis Insurance Inc.

David is a  Chartered Investment Manager® and a CERTIFIED FINANCIAL PLANNER® professional, as accredited by the Financial Planning Standards Council (FPSC) and a Certified Agricultural Farm Advisor (CAFA).  David began his financial services career in 1999 as a life insurance broker. He earned his mutual funds license in 2001 and became a CFP® in 2006. In 2012 he became an Investment Advisor and earned his CIM® designation in 2014. David was approved as Portfolio Manager in 2015.   

David is active in the community as a member and past President of the Rotary Club of Woodstock and Chair of the annual Woodstock Rotary Dragon Boat Festival. His wife Debra is from Nova Scotia and they have two daughters that share their love of travel, skiing and being near the water.

David has a passion for helping people achieve financial security through financial planning , prudent investing and risk management

You can reach David at 519.539.8212 ext 242 or e-mail him at: This email address is being protected from spambots. You need JavaScript enabled to view it.

janet

Janet Dawes, B.Sc., Associate Investment Advisor, Mutual Funds Only

Janet Dawes completed her degree in Biological Sciences but her passion for the world of finance is where she found her true calling. Her unconventional path to becoming a Financial Advisor led her to become a sought after advisor at Scotiabank, by demonstrating an incredible passion for helping clients obtain their financial goals and building trustworthy relationships.

Janet gained insight through her progressive professional experience at the bank, coupled with mastering Debt Management, which evolved her career into the wealth accumulation and protection sector. Janet prides herself on client advocacy and the comfort and understanding she brings to her clients during their life decisions surrounding their finances.

Janet is married with two sons in Guelph where she is actively involved in her many passions; animal rights, travel & adventure, personal growth & motivation and interior design.

You can reach Janet at 519.539.8212 ext 243 or e-mail her at: This email address is being protected from spambots. You need JavaScript enabled to view it.

GPWC Susan

Susan Burton, Associate, Client Relations

Susan will be the one to greet you when you visit or call Green Private Wealth Counsel. Exceptional client service is her first priority and she reveals that in her pleasant and capable manner. Her experience in diverse office environments and events planning lends itself well to her role of front office and marketing administration here at Green Private Wealth Counsel.

Susan will welcome your call at (519) 539-8212, ext. 221 or reach her by email at: This email address is being protected from spambots. You need JavaScript enabled to view it.

GPWC Christine

Christine Cooper, Administrative Assistant

Christine Cooper is a Licensed Assistant at Green Private Wealth Counsel with over 12 years of experience in the finance industry. After graduating the Business Administration – Financial Planning course at Conestoga College, Christine obtained her Financial Management Advisor (FMA) designation through the Canadian Securities Institute (CSI).  Born and raised in Woodstock, Christine has a strong passion for her local community and its residents. She currently resides in Woodstock with her husband and daughter.

You can reach Christine at 519.539.8212 ext 222 or email her at: This email address is being protected from spambots. You need JavaScript enabled to view it.

GPWC Brad

Bradley Winlaw, CFP® Associate Investment Advisor

HollisWealth, a division of Industrial Alliance Securities Inc. Insurance Advisor, Hollis Insurance Inc.

Brad is CERTIFIED FINANCIAL PLANNER® professional and Licensed Assistant. He graduated from the Financial Planning course at Conestoga College. He puts his education to work assisting David and Paul with financial planning work.

Brad volunteers as a big brother for Big Brothers Big Sisters and as a soccer coach.

You can reach Brad at 519.539.8212 ext 225 or email him at: This email address is being protected from spambots. You need JavaScript enabled to view it.

GPWC gary

Gary Armstrong, CPA, CGA Strategic Tax Specialist

Gary is a Chartered Professional Accountant and Certified General Accountant (CPA, CGA) with a specialization in taxation through the In-Depth Tax Course offered by CPA Canada.  Before joining Green Private Wealth Counsel, Gary worked for almost 10 years at a local accounting firm with his main focus in personal and corporate tax services for individuals and business of all sizes. Prior to that, Gary worked in 2 different large international accounting firms providing general accounting and US personal tax services.

Gary was born and raised in Scarborough, ON and moved to Woodstock close to 20 years ago when he married his wife, Jaclyn. Together they have 4, almost all teen aged, children. Gary is very involved in his kid's sports and his church, where he is currently treasurer for the Associate Reformed Presbyterian Churches in Canada. When the weather is warm, you will find Gary at the ball diamonds coaching and playing in the Christian Men's Slo-Pitch League or assisting with coaching for his daughter's fast-pitch team. Gary can also be found, at the pool with his son, cheering him on at competitive swim meets.

Gary brings a wealth of experience and a passion to help people navigate the challenging tax environment we live in. He prides himself in assisting each individual client meet their current and future estate plans, through strategic tax planning.

You can reach Gary at (519) 539-8212, ext. 223 or reach him by email at: This email address is being protected from spambots. You need JavaScript enabled to view it.

GPWC Laurie

Laura Green, Bookkeeper, Green Private Wealth Counsel

For the past 14 years Laura has worked behind the scenes performing all the Green Private Wealth Counsel bookkeeping duties. Laura has an interest and ability in decorating and can be found at the office sharing her decorating skills at various times throughout the year.

You can email Laura at: This email address is being protected from spambots. You need JavaScript enabled to view it.

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, Portfolio Manager 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. Paul Green and Dave Harris, Portfolio Managers, can open accounts only in the provinces where 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.