Paul Green

5-Star Advisors (Ontario & Eastern Canada) 2022

WP recognizes 35 financial professionals who have distinguished themselves through outstanding client service

Should we accelerate the DSC ban?

Investor advocate pushes for ban to come sooner, but some raise concerns it could damage entrepreneurship among advisors

Will the DSC ban force young advisors out?

Advisors weigh in on ruling, OSC’s proposed restrictions and potential impact on fledgling advisors starting practices

Five reasons why top-50 advisor switched dealers

Portfolio manager explains key factors behind decision to join Harbourfront Wealth Management

How to give feedback effectively

Are your employees too sensitive to negative feedback, or have you just been delivering it poorly? Ayetkin Tank outlines five ways to ensure feedback is well received

Advisor: How I took matters into my own hands

After becoming dissatisfied with the investment vehicles available to him, Paul Green decided to switch strategy

How to play the long game in investments

For Paul Green, long-term focus and defensive strategies are essential to serve clients well

Coming out of the abyss

After a nightmare few years, Canadian securities had a solid start to 2016, but is the recovery part of a longer-term trend?

Fed is manipulating the dollar, says HollisWealth manager

Investment manager Paul Green explains some of the reasoning behind the Fed’s reluctance to raise rates

More Wealth Professional Award finalists revealed

Have you made the cut? Find out the names on the exclusive list of finalists for the latest set of awards