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

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

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.

GPWC Chris

Chris Amicucci, Associate Advisor

Chris is an Associate Advisor at Green Private Wealth Counsel. He has completed the Canadian Securities Course (CSC®) and is currently working towards his Certified Financial Planner,  CFP® designation. Chris was born and raised in Woodstock. He attended the University of Windsor where he earned a Bachelor of Commerce degree with a concentration in finance. Chris spent some time away from finance while he helped grow his family’s business. He joined Green Private Wealth Counsel in May 2015 to pursue his passion for finance. He enjoys spending his free time golfing and playing hockey.

You can reach Chris at 519.539.8212 ext 231 or e-mail him at: This email address is being protected from spambots. You need JavaScript enabled to view it.

GPWC Susan

Susan Burton, Director, 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, FMA® Licensed 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® Licensed Assistant

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 Laurie

Laura Green, Bookkeeper

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., 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.