2023 5-Star Team Recognition

Green Private Wealth has been recognized by Wealth Professional (WP) Canada as a best wealth management team in Canada.

Cybersecurity

Hackers, scammers, and fraudsters have one thing in common with each other; their full-time job. That job is to get your personal information. They personalize scams to victims by referencing familiar things that people can relate to. Once they have your access that’s when the “fun” begins for them the headache starts for you.

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.

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.

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.

Protecting & Growing Your Wealth and Future

Follow Us:

Woodstock Office

112 Springbank Avenue N

Woodstock, ON N4S 7P8

Phone: 519-539-8212

Toll-Free: 1-888-539-8212

Find us on Google Map

Burlington Office

200-5045 South Service Road

Burlington, ON L7L 5Y7

Phone: 905-634-3975

Toll-Free: 1-888-442-4218

Find us on Google Map