John E. Green

Wealth Advisor - Edmonton
Set course toward financial success

Personalized support

Our team is made up of highly qualified investment professionals with many years of experience in wealth management.

We leverage the expertise of all team members to ensure our clients get the best possible financial management advice.

Discover our company

Our purpose

Our objectives

As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.

Our values

We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind. 

What makes us stand out

Our clients greatly appreciate our dedicated advice and support.

You can always count on:

  • Our commitment to helping you achieve your goals
  • Our approach
  • Our integrity
  • Our professionalism
  • Our transparency about the compensation we receive

News & Events

Financial Responsibilities of Condo Corporations In Planning for January 2022

Understanding the financial responsibilities of the condo corporation board and board members is a challenge in recent years with changes in applicable legislations.

Economic Impact

Martin Gagnon speaks with Stéfane Marion to answer your many questions on the impacts of COVID-19 on markets and the global economy.

Contact us

Get contact information for our team members and find out where our offices are.