Welcome to Green Group Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.
Green Group Private Wealth Management offers you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long term needs. We’ve provided wealth management services since 1995.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.
With an enhanced team-based approach that provides both local and national industry expertise, Green Group provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
Our family has benefited from the professional financial services we have received from IG Wealth Management and the Green Group since 1997. As our needs have changed and our children became income earners we have all gained outstanding contact level and comprehensive planning from the Green team. They have provided us with contacts to tax and legal professionals that have provided us with excellent support, guidance and services. The friendly multi-generational team provides our family with exceptional service with fast response time and a great attention to detail. We find all members of the team are knowledgeable and we learn something new in every meeting. As we transition to retirement we are pleased to receive excellent guidance to the new phase in our lives. We would recommend the Green Group and IG Wealth Management to anyone in any stage of their lives.
Download our free whitepaper for more information on TFSAs and RRSPs, and to help determine where best to invest.
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