Green Private Wealth
112 Springbank Ave, Woodstock, ON N4S 7P8
★★★★★5.0(103)
About
Green Private Wealth is a financial advisory firm offering comprehensive wealth management, discretionary portfolio management, tax planning, and retirement planning services to high-net-worth individuals. The firm provides personalized financial strategies focused on tax efficiency, risk management, and lifestyle-centered wealth goals.
Designations
CFPCIMCHSCEPARRC
Services & Specializations
Estate PlanningWealth ManagementTax Planning & OptimizationFinancial Planning
Languages
English
Team Size
6-20
Team
Kris Dureau
Associate Portfolio Manager, Owner
CFPCIMCHSCEPA
Paul Green
Portfolio Manager, Owner
CFPCIM
David Harris
Portfolio Manager
CFPCIM
Bradley Winlaw
Investment Advisor
CFP
Graham Wardrop
Senior Investment Advisor
CFPRRC