At Green Group, we’re not just here to manage your investments. We are your strategic planning partner—aligning your retirement goals, estate strategy, cashflow, and tax plan into one cohesive picture. What sets us apart? Our process: multi-meeting onboarding, clearly defined team roles, and planning that holds up under pressure. Clients come to us for answers—but stay with us for the peace of mind that comes from finally having all the moving parts of their financial life working in sync.
You’ve worked hard to get here. The long hours. The calculated risks. The steady decisions that built your business, career, and wealth one layer at a time. Now, the stakes are different. You’re not starting from scratch—you’re protecting what you’ve built, growing it wisely, and figuring out how to pass it on without regrets.
As your dedicated financial planner, we offer a high-touch, highly structured experience designed for people who expect more. Every client engagement begins with deep listening, followed by thorough analysis, regular reviews, and a planning process that’s built to adapt as life evolves. Our rigorous attention to detail has been recognized by both clients and industry peers—and our clients often tell us they’ve never experienced this level of precision and care before.
We offer full-picture, integrated wealth planning built around your life. Our services are designed to reduce complexity, enhance tax efficiency, and protect your long-term goals—whether you’re growing your wealth, preparing for retirement, or planning your legacy.
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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