We are committed to helping affluent Canadians manage the complex and evolving needs of their wealth.
Whether you are recently retired or have a growing business, we take a holistic approach to your overall financial well-being. Clients and their families are at the heart of everything we do, every day.
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.
Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
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.
It is with great pleasure to take this opportunity to thank and appreciate Chris Green and his amazing team. Over the years as my family has grown and the complexities have increased, his team has been there for more than just your typical 'financial planning.' From helping with registering for the RDSP program for my disabled sister, to planning for multigenerational transitions for our family farm, the Green Group has been our guiding light. It is extremely challenging to create a clear holistic financial plan that is as multifaceted and complex as ours, but with Chris (backed with the experience of IG) it has come through and we as a family finally feel secure to face our financial future.
Working with Chris over the years has given me great peace of mind that my retirement years will be financially sound. His exceptional service and his friendly, knowledgeable team have helped navigate the ups and downs of the financial world with comprehensive planning and professionalism while maintaining our overall goals. Chris’s care and support proved invaluable during a difficult severance process where he advocated on my behalf to ensure my financial interests were at the forefront. As a result, I did not hesitate to recommend him to several other colleagues who now also consider his services invaluable.
Our family is in the third generation doing business with IG Wealth Management, in particular Darren Green. In our minds the single most important quality in a person or business is trust, and IG has proven how worthy they are of our family's trust for more than 30 years. Darren has gone out of his way on many occasions, to come right to our door to conduct a meeting or other business. I didn’t even know that type of service existed anymore, and it doesn’t go unappreciated. When I do make it into the office there is always some new type of graph or chart that teaches me something new about our finances. Thanks again Darren for taking such good care of our family.
We have been very happy with the exceptional service Lindsay and Chris have provided. We have appreciated their speedy responses, great advice and communicating with us frequently. Thank you for taking time to explain everything and help us to plan for our financial future.
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.
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