Discretionary Portfolio Management
Discretionary Portfolio Management
Expert Guidance. Simplified Management.
At Green Private Wealth, our Portfolio Managers bring a high level of expertise and flexibility to investment management through Discretionary Portfolio Management. Backed by the Chartered Investment Manager (CIM®) designation, they have undergone extensive training and secured special approvals from regulatory bodies, enabling them to make strategic decisions on your behalf. This designation also qualifies them as "Accredited Investors," allowing clients access to a broader range of investment options typically reserved for high-net-worth individuals.
Key Advantages of Discretionary Portfolio Management
Start Benefiting from Discretionary Management Today
Contact Green Private Wealth to see how our expertise and innovative approach to discretionary management can help you achieve financial confidence and peace of mind.
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.