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

Green Private Wealth - Harbourfront Wealth Management

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Canada
Woodstock, ON
Green Private Wealth - Harbourfront Wealth Management

We help Canadian families and business owners with retirement, tax, investing and succession.

Our portfolio managers, financial planners and tax specialist keep it all working together as life changes, so you can enjoy what you've built.

11/02/2026

Less income usually means less tax.
After a spouse dies, it doesn't always work that way.

It comes down to one change that's easy to miss: two tax returns become one.

Watch for a simple exercise worth doing now, while you're both here.

10/29/2026

Halloween is a good reminder that not every surprise is a welcome one.

When it comes to your finances, a little preparation, clarity, and follow-through
can go a long way.

Some habits are worth keeping.
Others are better left behind.

What would you add to the trick list? 🎃

10/28/2026

In a lot of marriages, one person is the "money person." They know the accounts, the bills, the passwords.

That works well, right up until the other spouse has to take over.

Kris shares the quick test he uses with couples, and a simple place to start if the answer isn't a confident yes.

10/21/2026

There's a reason we have an editor. 😅

Kris makes being on camera look pretty easy. Most of the time.

He puts a lot of work into the videos we share, but after months of filming, we've collected a few moments that didn't quite go according to plan.

So here's 90 seconds of what doesn't make the final cut. 😂

Show Kris some love!

10/20/2026

A different look for Brad Winlaw last weekend! 🏴‍☠️

Brad and his wife Jackie attended Big Brothers Big Sisters of Oxford County’s Big Night Out Halloween Bash on Saturday, dressed as pirates for the occasion!

The annual fundraiser brings the community together in support of mentorship programs for local children and youth.

Green Private Wealth has been a longtime supporter of Big Brothers Big Sisters of Oxford County , and we're proud to support the important work they do in our community.

Thank you to the organizers, volunteers and everyone who helped make the evening possible!

10/19/2026

If someone suggested putting 80% of your net worth into one company, you’d probably be concerned.

For some business owners, that’s roughly where they end up, except the company is the one they built.

The question is what that means when retirement eventually depends on selling it.

Kris explains why we also look at what’s being built outside the business.

Full video:
https://youtu.be/YIkyfHs9dqU

10/15/2026

What if you’re holding out for $10 million to sell your business, but you only need $6 million to support the retirement you actually want?

That doesn’t mean taking less than your business is worth.

But knowing what you actually need can completely change how you look at an offer when one eventually comes in.

The question is: what would holding out for the extra money actually change in your life?

Maybe it changes a lot. That may be a good reason to keep going.

But if it doesn’t, that’s worth knowing too.

We go deeper into how business owners can work backwards from retirement to determine what a future sale actually needs to provide in the full video:
→ https://youtu.be/YIkyfHs9dqU

10/14/2026

Financial decisions can be complicated, and taking the time to explain things clearly matters. So does being available when questions come up.

It's good to hear that both have been part of Paul's experience working with Kris and the team over the years.

Thank you, Paul, for the thoughtful review and for taking the time to share your experience.

10/12/2026

We're grateful for the relationships we've built with our clients and for the communities we're proud to be part of.

Wishing everyone some quality time with family and friends!

Happy Thanksgiving from all of us at Green Private Wealth! 🍂

10/09/2026

Last week, Kris and Paul were in New York for a series of meetings with some of the investment managers behind the strategies used in client portfolios.

As part of a small group of advisors invited to attend, they had the opportunity to meet face-to-face with investment teams, including visits to BlackRock, Apollo and Carlyle.

These meetings are an important part of the ongoing due diligence that goes into managing client portfolios.

They provide an opportunity to ask questions directly, hear what investment managers are seeing in the markets and better understand the thinking behind their strategies.

It also means bringing those insights back home, so we can have better conversations with our clients about their portfolios and the decisions being made behind the scenes.

A valuable few days in New York for Kris and Paul, and a great opportunity to get closer to the people managing capital on behalf of investors.

Address

Woodstock, ON

Opening Hours

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

Website

https://greenprivatewealth.com/

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