Life doesn’t always follow a straight line—and neither does retirement. At Green Group Private Wealth Management, we help business owners and high-net-worth individuals in Newmarket and across Ontario navigate life’s major turning points with clarity and confidence. Whether you’re exiting a business, shifting careers, or stepping into retirement, our plans are built to adapt.
We design business retirement plans and high-net-worth retirement strategies with structure, precision, and care—so that every part of your financial picture is integrated and future-ready.
The Art of the IG Living Plan
Retirement isn’t static, and neither are your goals. That’s why we build “living plans”—a dynamic strategy that grows and shifts with you. Need to support adult children? Travel more? Rework your income after selling your business? We make those pivots seamless.
With proactive adjustments and strategic recalibration, your plan stays aligned with your life. You’ll never be locked into a financial structure that no longer fits. That’s real retirement planning—the kind that keeps working for you as you evolve.
Full-Scale Financial Integration
At Green Group, we connect every element of your wealth. Retirement planning doesn’t stop at RRSPs—it’s how pensions, business income, non-registered investments, and government benefits work together. With disciplined coordination, we ensure your money flows with purpose, not uncertainty.
You won’t need to guess whether the numbers add up. You’ll know—with every dollar optimized across accounts and every tax decision made with care.
Tailored Retirement Plans for Business Owners
Retirement for business owners comes with added layers—corporate assets, succession planning, holding companies, tax implications. We’re experienced in building retirement plans for business owners that protect what you’ve built while helping you transition with confidence.
Whether you’re selling the business, stepping back, or passing it down, we ensure the plan supports your income needs and long-term goals. Our high-net-worth retirement planning includes strategies that minimize tax, preserve capital, and prepare your business for its next chapter.
We also help you align your personal and corporate assets through the best small business retirement plans, pension planning structures, and integrated wealth strategies that keep your family secure.
The Decumulation Shift
Saving is one mindset—spending sustainably is another. Many high-net-worth individuals find the transition to decumulation surprisingly difficult. We make that shift easier.
Our role is to guide you through questions like:
- Which accounts should you draw from first?
- How do you maintain tax efficiency year over year?
- What’s the right mix of security and flexibility in your retirement income?
The result? Confidence that your wealth will support your lifestyle today, tomorrow, and into the next generation.
Protecting Wealth from Tax
Tax is often the greatest threat to retirement wealth. We build retirement plans that anticipate and reduce tax erosion—across both personal and corporate income streams. From pension income splitting and dividend strategies to optimized withdrawal timing, we use every available tool to keep your money where it belongs: supporting your lifestyle and legacy.
Our approach to tax planning isn’t an afterthought—it’s foundational. That’s why many clients see us not just as a financial partner, but as a long-term retirement planning specialist.
Investments That Evolve With You
Retirement doesn’t mean your investments stop working. We build portfolios that continue to grow, generate income, and manage risk—all while adapting to inflation, changing goals, and evolving risk tolerance.
You may want to shift toward capital preservation or continue growing your wealth. Either way, we structure investments to keep your plan resilient and aligned with your objectives.
Legacy Planning That Reflects Your Values
Retirement is also about what you leave behind. For many of our clients, legacy planning is just as important as lifestyle planning. Whether you’re supporting a cause, helping your children, or preparing your estate, we bring the same structure and clarity to your legacy plan as we do your retirement strategy.
We coordinate your wills, trusts, insurance, and charitable giving to ensure your wealth is transferred smoothly and with intention.
Newmarket Retirement Planning for the Road Ahead
Our process is rigorous, proactive, and fully integrated. Clients stay with Green Group because they trust the plan—and the people behind it. With defined roles on our team, clear communication, and a commitment to detail that stands out even to head office teams, we offer more than retirement advice. We offer partnership.
Let’s build something that works for your life today—and your legacy tomorrow.
Book your meeting with Green Group Private Wealth Management in Newmarket today.