About Green Private Wealth Counsel
Telephone: 519-539-8212 | Toll-free: 1-888-539-8212 | Fax: 519-539-7415

About Green Private Wealth Counsel

TeamPicGreen Private Wealth Counsel is a discretionary wealth management firm focused on helping investors achieve their goals through building wealth and managing their risks. We have evolved to meet the needs of our clients and stay at the forefront of the rapidly changing wealth management landscape. 

Portfolio Managers and Certified Financial Planners®, Paul Green and Dave Harris are supported by their team of professionals to bring you a wealth management practice designed for the realities of investing, today and into the future. We believe you shouldn’t have to
experience the severe downside of the market through a buy and hold approach. We believe that, through sound planning, there is always a better way to manage risk and help your investments grow.

Flexiblity. Dedication. Discipline.

Over 20 years of experience have proven that following the crowd and doing what works for our clients are entirely different. No doubt a number of financial planners and money managers share our experience, credentials and concern for clients. What sets Green Private Wealth Counsel apart is an evolving approach – flexibility in our thinking, dedication to our clients’ goals, and discipline in how we conduct ourselves and manage our clients’ money.

Flexible thinking is about making investment decisions not based on comfort or fear but on a passion for challenging the status quo, a time-tested, rules-based process and a readiness
to evolve our thinking and move to cash to reduce risk anytime it’s in the best interest of our client

Dedication is what ensures that we take the time and effort to complete a thorough analysis of each client’s personal and financial situation and build a customized plan

Discipline is what ensures that we stay focused on the long term while always remaining sensitive to short-term signals and fluctuations.

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.