Practice: Green Private Wealth Counsel
Firm: Harbourfront Wealth Management
Location: Woodstock, ON
A natural-born teacher, Paul Green learned about finances from his father, who began giving him stockmarket lessons when Green was 12. Fresh out of university, he considered becoming a stockbroker before realizing that financial advice is where he really flourishes.
Now, with 27 years in the industry under his belt, Green serves as an educator to his clients, making sure they fully understand their financial plans. Mentorship is equally central to Green’s approach. He sees team growth as key to survival in this industry and trains his associate advisors to constantly improve their service levels and efficiency.