When your financial firm detects potentially fraudulent or unusual activity, the first step is to confirm the transaction, typically by reaching out to you. But what happens if you're unavailable? By designating a trusted contact on your account, you enable your financial firm to act on urgent concerns and prevent issues from escalating.
Green Private Wealth - Harbourfront Wealth Management
Financial Services
Woodstock, Ontario 189 followers
Green Private Wealth is focused on helping high net-worth investors achieve their goals.
About us
Green Private Wealth is a discretionary wealth management firm focused on helping investors achieve their goals through building wealth and managing their risks. We have evolved to meet the needs of our clients and stay at the forefront of the rapidly changing wealth management landscape. Portfolio Managers and Certified Financial Planners, Paul Green and Dave Harris are supported by their team of professionals to bring you a wealth management practice designed for the realities of investing, today and into the future. We believe you shouldn’t have to experience the severe downside of the market through a buy and hold approach. We believe that, through sound planning, there is always a better way to manage risk and help your investments grow.
- Website
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http://www.greenprivatewealth.com
External link for Green Private Wealth - Harbourfront Wealth Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Woodstock, Ontario
- Type
- Partnership
- Founded
- 1994
- Specialties
- Retirement Planning, Business Owners, Financial Planning, and Insurance
Locations
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Primary
Get directions
112 Springbank Avenue N.
Woodstock, Ontario, CA
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Get directions
5045 South Service Rd, Suite 200
Burlington, Ontario L7L 5Y7, CA
Employees at Green Private Wealth - Harbourfront Wealth Management
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David Harris CFP, CIM
Portfolio Manager at Harbourfront Wealth Management Green Private Wealth
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Carolyn Buckley
Executive Assistant
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Bradley Winlaw CFP®
Investment Advisor at Green Private Wealth Harbourfront Wealth Management
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Michael Pakreslis, B.A, CIM®
Associate Investment Advisor at Green Private Wealth - Harbourfront Wealth Management
Updates
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What would YOU do if you received an inheritance? Join Mike Pakreslis for a new video highlighting some tips on making smart financial decisions after a life-changing event. You don't want to miss this one. Check it out on our YouTube channel now! https://lnkd.in/eqYNzVSx
You've just received an inheritance - Now What?
https://www.youtube.com/
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In behavioural finance, there’s something called "herd mentality" – it's when we follow the crowd and mirror what others are doing. It's hard to avoid because it's an innate human tendency rooted in our desire for social acceptance and fear of missing out. But the herd mentality can lead to costly missteps. Here’s why: You might end up buying high and selling low. You might become more conservative or more aggressive than needed. You might make hasty decisions that detract from your long-term goals. None of these are positive. When it comes to your investments, take a step back. Remain focused on your personal goals, not just what the crowd is doing.
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Do your taxes give you a fright? 🎃 Even with substantial wealth, tax planning remains crucial to preserving and growing your assets. Working with a financial professional can help you build a strategy that can help keep those tax scares at bay. Consider reviewing your approach and address any potential surprises.
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Optimizing your RESP and TFSA strategies can significantly enhance your financial planning. By fully utilizing government grants and considering flexible options for leftover RESP funds, you can ensure your savings are effectively working towards your family’s future. Let’s explore how to tailor these strategies to your specific goals.
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