Taxes Are Your

Biggest Expense.

Let’s Build a Plan.

Strategic tax planning for Canadians who want to keep more of what they earn.

Download the Tax Planning Guide Or Book a Private Planning Meeting

The Way Your Assets Are Structured Could Be Your Biggest Tax Liability

This simple guide to help you keep more of your hard-earned wealth (without complicated tax talk).

Why This Matters Now

Tax rules and markets change. Every year without a plan could mean higher taxes and missed opportunities. 
This guide shows you how the wrong asset structure could be costing you thousands every year.
In the guide, we walkthrough the tax-efficient strategies you can use to stop the leak and keep more of what you've built.

About Green Private Wealth

How We Do It

Tax planning at GPW is not reactive. We do not wait for tax season. We build a proactive, ongoing strategy that evolves with your life.

Here is how the process works:

01

We Start With Your Full Picture

Before making any recommendations, we want to understand everything your income sources, account types, corporate structure if applicable, retirement timeline, and family situation. Tax planning done in isolation misses too much.

02

We Identify What You Are Paying That You Should Not Be

We look at where your current plan is costing you in unnecessary tax whether that is poor account sequencing, missed contribution room, inefficient corporate compensation, or estate planning gaps. Most clients are surprised by what we find.

03

We Build a Coordinated Tax Strategy

We develop a personalized plan that works across your investments, retirement income, and business structure.
Every recommendation is explained clearly so you understand the why, not just the what.

04

We Implement Alongside Your Other Planning

Tax planning does not live in a silo. We integrate your tax strategy with your investment plan, retirement income plan, and business owner plan so every part of your financial life is working together.

“Trusted by Canadian Families”

The Green Private Wealth Roadmap:
What to Expect in Your First Meeting

  • 1. You Tell Us What's on Your Mind

    Share your financial goals, concerns, or questions whether it's reducing your tax bill, planning for retirement, or navigating a major life change. We start by listening, so every recommendation we make is tailored specifically to you.

  • 2. We Look at Your Current Tax Picture Together

    We review your current financial and investment picture at a high level, including existing accounts, planning considerations, and any major factors affecting your decisions.

  • 3. We Show You What You Might Be Missing

    We help identify potential planning gaps, risks, or missed opportunities so you can better understand what may need attention.

  • 4. We Walk You Through What a Tax Plan Could Look Like for You

    We discuss what a well-structured investment planning process could look like for your situation and how GPW may be able to support you.

  • 5. You Leave Knowing Exactly What Comes Next

    If it feels like a fit, we explain the next steps clearly what information we would need, what the process looks like, and what you can expect. If it is not the right time, you still leave with more clarity than you came in with.

Taxes may be your biggest annual expense.

Fill out the form below to get your free tax guide.

Learn what a potential tax-efficient structure could do for your wealth.