Green Group | IGPWM

In this free webinar, we will go through a retirement case study and show how an optimized retirement plan helps you increase your net worth while decreasing your lifetime tax bill.

Green Group Private Wealth Management

About Us

We are a team of financial professionals guiding affluent Canadians toward their financial goals.

Our clients are accomplished professionals and tradespeople who have accumulated assets throughout their life and trust us to help them build and protect their wealth across generations.

Our Approach

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.

Community Involvement

We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.

Book a Meeting

Watch the webinar “Master your Retirement: Taxes and Retirement Planning”

This free webinar is for you if:

You feel it is important to optimize your plan to pay less tax over your lifetime.
You want to be sure your money will last.
You are interested in leaving a financial legacy for your children.
You have worries about your financial future.
You have been (or worry that you will be) subject to OAS clawback.

Learn how Financial Planners help clients to achieve their financial goals and feel secure in their ability to achieve those goals.

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Your details will be forwarded to Green Group Private Wealth Management, who might communicate with you regarding this event or their services

Increase your family’s wealth through planning

Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Green Group provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Tax Planning

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.

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. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

Estate Planning

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.

Set a free consultation