William (Bill) Green, CFP, CIM
Are you getting the advice you are paying for? Looking for an unbiased second opinion? Are you feeling a little stressed about your financial situation? Or are you just unsure if you are making the right financial choices? Our society and our educational systems teach us how to go out and earn a living, but they often do not teach us how to manage or look after the money we make. That is where Financial Life Planning fits in.
Bill is a Certified Financial Planner (CFP), he also holds his Chartered Investment Manager (CIM) designation, and he is a member of the Nazrudin project, an international advisory think-tank. Bill has over 29 years’ experience in the financial services industry and has worked for both small and large firms and with a large Canadian bank brokerage and their retail banking division.
Bill provides easy to understand second opinions, and personal financial analysis on all aspects of his clients financial life, from renting vs. home ownership, purchase vs. lease, mortgage options, divorce settlement equalization work, insurance analysis. Bill specializes in wealth preservation, tax minimization and The Success Tax Shuffle; His book "The Success Tax Shuffle" is now available for purchase. Learn how to Dis-inherit Revenue Canada, by following the simple step by step examples found in "The Success Tax Shuffle"
Bill offers independent unbiased hourly financial life planning advice. His hourly rate is $250, the time required will depend on the complexity of the work, time is billed in 15 minute increments. He also offers discounted group/employee financial life planning through companies and organizations and Free Advice Fridays . Bill offers a 100% money back guarantee on all of his hourly financial planning work, if you are not happy he will refund your money.
Like his website Bill believes in the KISS principle and he provides simple easy to understand plain English solutions and advice. Bill divides his time been Muskoka and the Columbia Valley and when he is not on the ski hill or out on the river he can frequently been found working away on his computer in an Airport Terminal.
Bill is available for speaking engagements and seminar bookings - For more information please contact Bill
Bill also works with other investment advisors and financial planners with office systems, staff optimization, and CRM (customization of Goldmine and Maximizer). He creates customized excel reporting and presentation templates. He also prepares written financial plans for clients of advisors, where the advisor prefers to have an unbiased third party create financial plans for their clients.