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. 

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