Getting you from where you are to where you want to be.

William (Bill) Green, CFP, CIM

Are you underinsured? Are you over-insured? How will you or your family be able to pay your bills if something happens to your income? Do you have the right insurance in place? Are you paying to much for the coverage that you have? Is the coverage that you have what you need? How are your investments really doing? Are your investments really suited for you? Are your investments safe? Are your investments protected from creditors? Are you protected from another downturn in the markets? These are just a few of the questions that Bill Green can help you answer.

Bill offers easy to understand second opinions, along with personalized Insurance solutions, including, Life, Disability, Long Term Care, and Critical Illness for both individuals and business owners. Bill offers insured and guaranteed investments along with tax effective income solutions. He specializes in wealth preservation, tax minimization and “The Success Tax Shuffle” His book "The Success Tax Shuffle" is now available for purchase.

Bill provides independent financial planning and investment advice. Bill can also help you with asset management and charges a fee based on assets.  For asset management, Bill hires private money managers for accounts in access of $1MM. (Note: Bill has a limit of 50 Investment Families) His fee for service rates range from 1/4 of 1% (25 bps) to 1/2 of 1% (50bps) per thousand, plus the cost charged by the money manager. Bill works with firms like Leon Frazer, Connor, Clark and Lunn, Mawer, and Cidel to name a few. For accounts under $1MM He can still work with you; however, he will refer you to one of the investment advisors that he works with to handle your investments or help you set up your own DIY accounts. 

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 with both small and large firms and with a large Canadian bank brokerage as well as with their retail banking division.

Like his website Bill believes in the KISS principle and he provides simple easy to understand plain English solutions and advice. For a free review of your insurance or investment needs, please feel free to contact him at any time.


William (Bill) Green
120 Milton St
Bracebridge, ON P1L 2G4
By phone in:
Muskoka at: 705.812.8132
Calgary at : 403.456.6864