At Green Group Private Wealth Management, we specialize in providing integrated financial planning for high-achieving Canadians with increasingly complex financial needs. As high-net-worth advisors, we help clients bring order to the moving parts of their financial lives—investments, tax planning, retirement, insurance, estate, and beyond—so they can make confident decisions with clarity and purpose.
We help individuals and families who want more than a one-size-fits-all solution. Our clients value structure, transparency, and the kind of precision that only comes from working with a truly integrated wealth planning team.
Here’s who we work with—and how we help:
Pre-retirees and Retirees
You’ve spent a lifetime saving—now it’s time to make those savings work for you. We help pre-retirees and retirees transition from accumulation to decumulation with care and clarity. That means designing tax-efficient withdrawal strategies, protecting your portfolio from market risk, and ensuring your lifestyle is fully supported. Whether you’re a few years out or already retired, our retirement planning strategies give you peace of mind for the road ahead.
Families
Our role in guiding families is twofold: first, to guide clients to the most tax-advantaged ways to pass along wealth that match their current goals; and, second, to help the next generation understand the impact of sudden-wealth events (such as inheritances) and how to prepare for them in advance. Our careful and ongoing management of your family’s wealth will help family members to focus on their life goals knowing their wealth management needs are in good hands.
Executives
Executives often juggle high incomes, performance bonuses, equity compensation, and complex benefit packages—all of which require strategic coordination. We help high-earning professionals structure their compensation to maximize after-tax income while planning ahead for retirement, liquidity events, and wealth transfer. Our team also manages concentrated stock positions, deferred compensation, and executive insurance needs within a broader, integrated wealth plan.
Healthcare Professionals
Doctors, dentists, and other healthcare professionals face unique financial considerations—including irregular income, high overhead, and incorporation strategies. As high-net-worth advisors, we work closely with healthcare professionals to manage personal and corporate planning in tandem. Whether you’re early in your career or planning your practice exit, we help you protect your income, reduce tax, and prepare for long-term wealth preservation.
Business Owners and Entrepreneurs
Business owners don’t have time for fragmented advice. They’re managing growth, reinvesting profits, and thinking about what comes next—whether that’s expansion, succession, or exit. As financial advisors for high-net-worth business owners, we offer disciplined, structured planning that connects the dots between personal and corporate assets. From tax-smart withdrawal strategies to business succession planning and corporate surplus optimization, we build financial plans that work just as hard as our clients do.