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Alex Green

FounderGreenTree Wealth Management Ltd.Milton, Ontario

GreenTree Wealth Management is a boutique financial planning firm providing unbiased advice. Our mission is to help our clients to develop the behaviours and discipline that are essential to reaching their financial goals. Instead of simply selling investments, we use our Plant, Grow, Thrive strategy to build a roadmap to financial freedom.

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

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.

Ontario

Certification/Additional Courses ?

CFP®
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