At Green Group Private Wealth Management, high-net-worth financial planning is about clarity, structure, and alignment—bringing every part of your financial life into focus. Our clients include successful professionals, business owners, and tradespeople who have worked hard to build their wealth and want to protect it with the same level of care and precision that built it in the first place.
What sets us apart? Process. Structure. Detail. Every client relationship begins with a rigorous, multi-meeting planning process designed to uncover what matters most—your goals, your concerns, your vision for the future. With clearly defined roles across our team, a disciplined servicing model, and an unwavering commitment to follow-through, we help you move from uncertainty to confidence.
As your high-net-worth financial advisor, we don’t stop at investments. We bring together tax, estate, retirement, and cashflow planning into one cohesive strategy—so you can focus on living, not second-guessing. And we do it all with the kind of structure, documentation, and integration even other professionals notice.
Here’s how we help:
Retirement Planning
Retirement planning is about more than saving—it’s about knowing when and how to use what you’ve saved. We help you convert decades of discipline into a reliable, tax-efficient income stream that supports your lifestyle and protects your future. Whether you're years away or already in retirement, we design flexible, forward-looking strategies that evolve with your goals. From pension income coordination to decumulation and longevity planning, we build confidence into every stage.
Tax Planning
Taxes may be inevitable—but unnecessary tax is not. We build tax efficiency into every decision, helping you preserve more of what you’ve earned. We also coordinate with your accountant to ensure no opportunity is missed and no strategy is siloed.
Investment Planning
Your portfolio should reflect more than your risk profile—it should reflect your life. As your wealth advisor, we build investment strategies that are tax-smart, purpose-driven, and designed to support every other part of your financial plan. Whether you’re focused on growth, income, or legacy, we continuously review and adapt your investment plan so it remains aligned with your evolving goals and changing markets.
Insurance Planning
Insurance isn’t just about protection—it’s about precision. We use insurance as a strategic tool to reduce tax, preserve estates, and safeguard your income in the face of life’s unpredictability. From life insurance to critical illness and disability coverage, we ensure your plan provides liquidity, protects your family or business, and supports your long-term financial goals.
Cash and Liquidity Management
Cashflow is the engine behind every financial plan. We offer detailed cash management services to help high-net-worth individuals manage liquidity, short-term investments, and debt strategies. Whether you’re funding retirement, preparing for a major purchase, or adjusting for income changes, we help ensure your money flows with purpose and flexibility.
Estate Planning
We believe estate planning should be as personal as it is practical. For many high-net-worth families, the risk isn’t just tax—it’s misunderstanding. We develop estate strategies that protect your wealth, clarify your wishes, and ensure your legacy lives on exactly as you intended. Our team helps coordinate wills, trusts, insurance, and charitable strategies, with a focus on seamless estate transfer and intergenerational impact.
Business Succession
If you’re a business owner, your company may be one of your largest assets—and one of your biggest planning challenges. We help you prepare for a smooth, strategic transition whether you're selling to a third party, passing the reins to your management team, or keeping the business in the family. From valuation support to lifetime capital gains exemption planning, we develop your business exit strategy with clarity and structure, ensuring your legacy continues on your terms.
Charitable Giving
Philanthropy can be a powerful way to express your values and reduce your tax bill—but only if done strategically. We help you incorporate charitable giving into your financial plan through donor-advised funds, life insurance, and gifts of appreciated securities. Whether your focus is family legacy or community impact, we’ll make your giving meaningful, efficient, and integrated.
Intergenerational Wealth Transfer
You’ve spent years building your wealth—now it’s time to pass it on with clarity and care. We help high-net-worth families design intergenerational wealth transfer strategies that minimize tax, honour your intentions, and prepare the next generation for responsibility. From trust structures to legacy planning, we ensure your wealth supports the people and causes you care about—long after you’re gone.
Post-Secondary Education Planning
Post-secondary education costs could be an important factor in your family’s overall financial picture. Whether you’re planning for your children or grandchildren’s future, we can help you determine the education savings strategies that make the most sense for you