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Green Private Wealth

Accepting New Clients

112 Springbank Ave, Woodstock, ON N4S 7P8

★★★★★5.0(103)

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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

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