2023 Federal Budget Highlights

Chrystia Freeland, Deputy Prime Minister and Minister of Finance delivered a 250-page budget, “A Made-in-Canada Plan”, outlining the governing Liberals’ plans to the House of Commons.

2023 Top 50 Recognition

David Harris has been recognized by Wealth Professional Canada Magazine as a 2023 Top 50 Advisor in Canada.

The Way to Retire - Especially from the Farm

Dave Harris was interviewed recently for Country Guide magazine. He was asked about his experience in helping farmers prepare for retirement.

2022 Best-In-Province Recognition

Paul Green has been ranked as one of the 'Best-In-Province' wealth advisors by the Globe and Mail Report on Business and SHOOK Research.

2022 Rising Star in Canada

WP Canada recognizes Brad Winlaw as a Rising Star in Canada for 2022. This award is given to the top financial professionals in the country under the age of 35. Brad would like to thank his clients who have placed their trust in him over the past 10 years.

Green Private Wealth Recognized by WP as a 2022 5-Star Advisor

For the second year in a row, Wealth Professional surveyed investors to answer the question "Who are the best advisors when it comes to acting in their clients’ interests?" The most voted-for advisors that received an average score of 4.00 or higher were named as 5-Star Advisors.

Ranked Top 50 Advisors for the Fifth Year!

For the fifth year, Paul Green has been ranked as one of the TOP 50 ADVISORS by Wealth Professional Magazine. We had the opportunity to sit down with Paul to ask him a few questions about being ranked as one of the Top 50 Advisors in Canada and what that means to his firm and for the small town of Woodstock.

Protecting & Growing Your Wealth and Future

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Woodstock Office

112 Springbank Avenue N

Woodstock, ON N4S 7P8

Phone: 519-539-8212

Toll-Free: 1-888-539-8212

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Burlington Office

200-5045 South Service Road

Burlington, ON L7L 5Y7

Phone: 905-634-3975

Toll-Free: 1-888-442-4218

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