What Our Clients Say
Telephone: 519-539-8212 | Toll-free: 1-888-539-8212 | Fax: 519-539-7415

In Our Client's Words

Paul has given us two creative ideas for using Tax-Free Savings Accounts. These ideas alone will have a major financial impact over our lifetime. Combine this with all the other areas of tax, risk, business and estate planning advice we receive on an annual basis and we couldn’t imagine working with any other firm.

- Gary and Dina E.  

Paul has provided us with exceptional personal and business financial advice for over 15 years. We cannot say enough about the value we received while in business and throughout the process of selling our company. In fact, Paul was instrumental in the course of the sale and worked closely with other professionals to ensure all details were looked after. We have worked with other advisors in the past who claim to provide financial planning advice but only Green Private Wealth Counsel has consistently delivered.

- Vic and Judy V. 

In 2010, our accountant referred us to David for a full and in-depth review of our financial situation. Since then, we have formed a trusted and close working relationship based on sound advice, superior knowledge and a clear understanding of our current and future financial needs. We feel fortunate to be working with David and the courteous staff at Green Private Wealth Counsel. Their financial planning process has given us confidence that we are on the right path to financial security.

- Ken and Mary M. 

I was uneasy about investing after the 2008 market crash. Fortunately, Green Private Wealth Counsel has proven they manage investments in a much different way than other advisors. As a result, I feel much more comfortable that my portfolio will be protected from future declines than in the past.

- Peter B. 

We’ve invested in the markets for many years with different advisors but have never had as much confidence as we do now with our present advisor Paul Green. We continue to be impressed with Green Private Wealth Counsel’s investment approach – and amazing results. They have proven that they truly care about the financial well-being of their clients and will go the extra mile for them. We will continue to recommend Green Private Wealth Counsel to family and friends.

- Peter and Diana S. 

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 [insert Investment Advisor or Portfolio Manager Name] [Investment Advisor/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. 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.

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