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Alex Green

FounderGreenTree Wealth Management Ltd.Oakville, Ontario

GreenTree Wealth is a boutique, family-owned financial planning firm dedicated to understanding our client’s unique goals and challenges. Working directly with our clients, we develop tailored financial strategies to help them achieve long-term financial freedom.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Business Owners Education & Fluency Planning Estate Planning Insurance Planning Investment Planning Retirement Income Planning Tax Planning Works Remotely Investment Planning Retirement Income Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Nova Scotia Ontario

Certification/Additional Courses ?

CFP®
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