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Put your Trust in us and HollisWealth

Our business is built on trust. The trust you place in us is key to our ability to successfully grow your portfolio and ensure the safety of your retirement nest egg. Earning this trust is something we do gradually, over time by demonstrating our commitment to providing you with the best possible service. It's also something we do by working with our partners at HollisWealth.

HollisWealth helps advisors who do business with them maintain the highest standards. All of our trades and management go through HollisWealth. There are stringent compliance standards to ensure the safety of your hard-earned money.

Finding an advisor you can trust also means finding an advisor with the experience and credentials to be able to act in your best interest. Both Paul and David hold the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Advisors with this designation have met high standards of planning professionalism and ensure that their activities abide by a strict code of ethics enforced by the Financial Planners Standards Council.

As we move into the New Year we look forward to maintaining our trusted position with you. Book an appointment and let us know if your needs or wants have changed. We can ensure that your investments match your plans for the future.

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.