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Our Teams
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

The Green Private Wealth Teams

GPWC Team 

Our Woodstock Team
Paul Green

Paul Green, B.Sc., CFP®CIM®  Portfolio Manager

You can reach Paul at 519.539.8212 ext 230, or e-mail him at: This email address is being protected from spambots. You need JavaScript enabled to view it.

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Dave Harris

David Harris, CFP® CIM®  Portfolio Manager

You can reach David at 519.539.8212 ext 242 or e-mail him at: This email address is being protected from spambots. You need JavaScript enabled to view it.

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Dave Harris

Kerry Rizzo, CFP® CIM®  Senior Investment Advisor

You can reach Kerry at 519.281.4787 or e-mail her at: This email address is being protected from spambots. You need JavaScript enabled to view it.

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Brad Winlaw

Bradley Winlaw, CFP® Investment Advisor

You can reach Brad at 519.539.8212 ext 225 or email him at: This email address is being protected from spambots. You need JavaScript enabled to view it.

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Dan Timmer

Dan Timmers, Licensed Assistant

You can reach Dan at 519.539.8212 ext. 234  or e-mail him at: This email address is being protected from spambots. You need JavaScript enabled to view it.

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Gary Armstrong

Gary Armstrong, CPA, CGA Strategic Tax Specialist

You can reach Gary at 519.539.8212, ext. 223 or reach him by email at: This email address is being protected from spambots. You need JavaScript enabled to view it.

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Annette Taylor

Annette Taylor, BA, Administrative Assistant

You can reach Annette at 519.539.8212, ext. 222 or reach her by email at: This email address is being protected from spambots. You need JavaScript enabled to view it.

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Nancy Andreola

Nancy Andreola

You can reach Nancy at 519.539.8212, ext. 221 or reach her by email at: This email address is being protected from spambots. You need JavaScript enabled to view it.

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Laura Green

Laura Green, Bookkeeper, Green Private Wealth

You can email Laura at: This email address is being protected from spambots. You need JavaScript enabled to view it.

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Our Burlington Team
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Graham Wardrop, CFP

You can reach Graham at 905.319-8977 ext 2108 or email him at: This email address is being protected from spambots. You need JavaScript enabled to view it.

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Karen Turner

Karen Turner, Administrative Assistant

You can reach Karen at 905.319-8977 ext 2105 or e-mail her at: This email address is being protected from spambots. You need JavaScript enabled to view it.

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