With more than 100 combined years of experience, our team delivers far more than investment advice. We provide clarity, structure, and strategy—woven through every aspect of your financial life.
Our wealth management clients come to us having built something meaningful—successful professionals, skilled tradespeople, and business owners who’ve worked hard, saved diligently, and are now asking, “What’s next?”
They know the value of expertise. And they trust us to guide their wealth with the same level of discipline and precision they’ve used to build it.
We Work With Families Who Expect More
Our clients are high-achieving individuals and families—many with high-net-worth or growing toward it—who expect a higher standard of service. They may not all think of themselves as wealthy, but they share one thing in common: they’ve reached a point where financial decisions carry more weight, more complexity, and more opportunity.
They come to us for:
- Integrated retirement and cashflow planning
- Multi-generational wealth transfer strategies
- Tax-efficient investing and business planning
- Clarity around charitable giving, estate planning, and major liquidity events
We’re proud to be known among the best financial advisors for high-net-worth individuals in Newmarket and across Ontario because we don’t simply manage assets—we help manage lives.
More Than Advice—True Integration
Our team doesn’t work in silos. At Green Group, we believe that every element of your financial life should support and inform the others. That’s why we take a fully integrated approach to wealth management.
We align your investments with your tax strategies. Your retirement plan with your estate documents. Your cashflow with your legacy. It’s a level of coordination many clients have never experienced before—and once they do, they can’t imagine going back.
With each step, we communicate clearly, work alongside your accountant or lawyer when needed, and ensure that your plan is always evolving as your life does.
Unmatched Attention to Detail
Our reputation is built on rigour. Clients regularly tell us they’ve never seen anything like the depth of our documentation, the precision of our follow-up, or the clarity of our reporting.
Even head office teams notice the systems we’ve built—because they’re designed for consistency, accuracy, and transparency. We don’t cut corners. Every plan, projection, and update is reviewed with care, because that’s how we honour the trust our clients place in us.
We believe great advice starts with great listening—and leads to results you can feel.
Multi-Generational Planning That Lasts
Your wealth doesn’t stop with you—and neither does our planning. We work with spouses, children, and even grandchildren to ensure that your financial values continue across generations. Whether it’s preparing the next generation for inheritance, integrating family gifting, or helping adult children support aging parents, we make sure your family has the support it needs at every stage.
Our wealth management services in Newmarket and the surrounding area are built for lifelong impact.
Relationship-Driven, Accountability-Focused
Above all, we believe in long-lasting relationships built on transparency and trust. Clients stay with us not just for what we do, but for how we do it—proactive communication, timely follow-ups, and a level of personal service that’s increasingly rare.
We’re a team you can count on to return your calls, follow through on every commitment, and treat your financial success like it’s our own.
Let’s Build Something That Lasts
You’ve spent a lifetime perfecting your craft. Now let us help protect the life you’ve built.
Book a meeting with Green Group Private Wealth Management today to experience what disciplined, structured, and fully integrated wealth management feels like. Whether you’re preparing for retirement, planning a business exit, or ready to talk about your legacy, we’re ready to help.