What Our Clients Say
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

In Our Client's Words

One year post retirement:

I wanted to say thank you for the update meeting yesterday. It was very clear information and good to see the hard work and attention you are giving to our accounts.

- Paul K.  

During the Covid 19 Pandemic:

Thanks for doing such a great job managing my RRSP’s. Many of my co-workers have been watching in despair as their investments took a turn for the worse. But not me!

- Jana M.  

Paul has given us two creative ideas for using Tax-Free Savings Accounts. These ideas alone will have a major financial impact over our lifetime. Combine this with all the other areas of tax, risk, business and estate planning advice we receive on an annual basis and we couldn’t imagine working with any other firm.

- Gary and Dina E.  

Paul has provided us with exceptional personal and business financial advice for over 15 years. We cannot say enough about the value we received while in business and throughout the process of selling our company. In fact, Paul was instrumental in the course of the sale and worked closely with other professionals to ensure all details were looked after. We have worked with other advisors in the past who claim to provide financial planning advice but only Green Private Wealth Counsel has consistently delivered.

- Vic and Judy V. 

In 2010, our accountant referred us to David for a full and in-depth review of our financial situation. Since then, we have formed a trusted and close working relationship based on sound advice, superior knowledge and a clear understanding of our current and future financial needs. We feel fortunate to be working with David and the courteous staff at Green Private Wealth Counsel. Their financial planning process has given us confidence that we are on the right path to financial security.

- Ken and Mary M. 

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