Woodstock Office: 112 Springbank Ave N. Tel: 519-539-8212 | 1-888-539-8212
Burlington Office: 200-5045 South Service Rd. Tel: 905-319-8977 | 1-844-319-8977
WEALTH MANAGEMENT. EVOLVED.
Green Private Wealth is a team with discretionary portfolio managers, financial planners and a tax specialist 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® professionals, Paul Green and Dave Harris are supported by their team bringing 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. Read More...
To enable our clients to reach their goals and live their dreams. Our mission is to provide financial advice and solutions that enable our clients to reach their goals and live their dreams. Our team of financial planning professionals employs a proven process to better understand each client's situation, clarify personal objectives and deliver innovative solutions relating to investments, insurance, tax and estate planning.
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Our unique process helps our clients gain clarity and confidence. The Wealth Evolution Solution™ is an eight stage process that helps you achieve your financial and life goals. Our process will give you the visual proof that your current plan is solid or requires some adjustments.
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We believe that independent unbiased advice is the cornerstone of a personalized wealth plan. To ensure financial progress for our clients, we focus on the following areas: Fiscal Responsibility, Risk Management, Tax Planning, Investment Management, Retirement Planning, Estate and Legacy Planning, and Financial Independence.
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Copyright by Green Private Wealth of Harbourfront Wealth Management Inc.All Rights Reserved. No portion of this site may be replicated without permission. Harbourfront Wealth Management Inc is a member of the Canadian Investor Protection Fund and the Investment Regulatory Organization of Canada. Green Private Wealth is a personal trade name of Paul Green.