We increase your wealth through planning
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.
Our team will:
- Simplify your entire financial life
- Create peace of mind by reducing your financial concerns
- Guide you through critical financial events
- Deliver tax-efficient strategies across all aspects that improve your financial position
- Proactively adjust your plan as opportunities are identified
Tax Planning
As part of an integrated planning approach, we’ll utilize sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
Investment Planning
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.
Estate 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 Team
At Green Group Private Wealth Management, we have created a superb client experience built on accountability, collaboration, and long lasting relationships.
Highly rated on Google with over 75 review (as of 2025
"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"
- Deb and Andy (Clients since 1997)