The Wealth Evolution Solution
Telephone: 519-539-8212 | Toll-free: 1-888-539-8212 | Fax: 519-539-7415

The Wealth Evolution Solution

At Green Private Wealth Counsel, our professional team takes an advanced approach to developing your financial plan through comprehensive, customized and disciplined wealth strategies.

Our unique process – The Wealth Evolution Solution™ (WES) – helps clients gain clarity and confidence in achieving their financial and life goals. It begins with analyzing your current situation, developing an investment strategy  that protects your wealth, minimizes risk, lowers your tax burden and increases net worth, year after year.

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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, 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.