Green Private Wealth - Harbourfront Wealth Management

Green Private Wealth - Harbourfront Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Green Private Wealth - Harbourfront Wealth Management, Financial service, Woodstock, ON.

Green Private Wealth is a team with discretionary portfolio managers, financial planners and a tax specialist, focused on helping investors achieve their goals through building wealth and managing their risks.

Some milestones deserve a spot on the feed. 💍A big congratulations to our Investment Advisor, Alex Gilmour, and Amanda o...
09/04/2026

Some milestones deserve a spot on the feed. 💍

A big congratulations to our Investment Advisor, Alex Gilmour, and Amanda on their engagement!

The two met while attending university and have since built a life together with their son and Golden Retriever, Dougie.

We’re very happy for Alex, Amanda and their family as they celebrate this exciting next chapter.

Congratulations from all of us at Green Private Wealth! 🥂

09/03/2026

You can get the offer you hoped for and still come up short.

The sale price of your business isn’t necessarily the amount you’ll ultimately have in hand after tax, legal fees and other costs of the sale.

That’s why one of the most important numbers to define before selling is your walk-away number — what you actually need from the sale for the next chapter of your life to work.

And it’s a number worth figuring out long before a buyer is sitting across the table.

One question down. Three more that matter before you sell: https://youtu.be/vWGIUTOwkOc

09/01/2026

Most people know a TFSA lets your money grow tax-free. But its value in retirement goes a lot further than that.

RRSP and RRIF withdrawals count as taxable income. TFSA withdrawals don't.

That can give you another source of retirement income without pushing your taxable income higher, which can matter for both taxes and income-tested benefits like OAS.

08/26/2026

Eligible Canadian dividends can be tax-efficient, but there's an important wrinkle for retirees.

Because of the dividend gross-up, $1,000 of eligible dividends can show up as $1,380 of income on your tax return.

And that higher reported income can matter when it comes to Old Age Security.
Kris explains why the dividend tax credit can help your tax bill, but doesn't lower the income figure OAS looks at.

Financial planning is about more than investments. It’s about listening, communicating, and having someone in your corne...
08/25/2026

Financial planning is about more than investments.
It’s about listening, communicating, and having someone in your corner.

We’re grateful for this kind review and to hear that reflected in a client’s experience with Brad and our team.

Thank you for your trust and recommendation.

Somehow, we’re already halfway through August.If your mid-year financial check-in got away from you, there’s still time ...
08/19/2026

Somehow, we’re already halfway through August.

If your mid-year financial check-in got away from you, there’s still time to make a few adjustments before year-end.

Take a few minutes to review your goals, savings, beneficiaries and any tax-planning opportunities to see if anything needs your attention.

08/18/2026

That extra part-time income in retirement? You keep less of it than you'd expect.

Most retirees don't see what quietly eats into it. In this short clip, Kris breaks it down, with the full walkthrough in the complete video.

Watch the full version here: https://youtu.be/1HRwlHpXIzU

08/13/2026

There's a tax break worth over $1.25M that most business owners don't even know exists. And by the time they find out, it's usually too late to use it.

When you sell an incorporated business in Canada, a rule called the Lifetime Capital Gains Exemption can shelter a large part of your gain from tax. In Ontario, that can mean around $340,000 staying in your pocket.

But qualifying isn't automatic. In this clip, Kris breaks down one of the conditions that quietly catches profitable owners off guard, often because of something that felt like the smart, responsible move at the time.

It's one of several things worth checking long before a sale. The full video covers the rest.

▶ Full video: https://youtu.be/5AwJScBwapg

08/07/2026

Missing the market’s 10 best days can cut long-term returns roughly in half — and some of those best days can happen when investing feels scariest.

Here’s why trying to time the market can be so difficult, and why staying disciplined matters.

Scams can be harder to spot when they look familiar.With AI and more sophisticated tactics, fraudulent messages can appe...
08/06/2026

Scams can be harder to spot when they look familiar.

With AI and more sophisticated tactics, fraudulent messages can appearmore convincing by using familiar logos, urgent language, real companynames, or personal details.

Before youclick a link, open an attachment, scan a QR code, reply to amessage, or send information, take a moment to pause and verify.

If something feels unusual, contact us directly. We would much rather youdouble-check.
Your security is important to us.

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Woodstock, ON

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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