Green Conway and Associates - IG Private Wealth Management

Green Conway and Associates - IG Private Wealth Management Chris Green CFP EPC RRC
Executive Financial Consultant
IG Wealth Management Inc., Mutual Fund Division

01/22/2026

Mortgage rates have risen, which means your monthly mortgage payments will too. You need more than just a mortgage; you need a mortgage strategy integrated into your financial plan. Find out what we can do for you, your goals and your future. Contact us today.

IG Private Wealth Management has partnered with Cleveland Clinic Canada. Our clients now enjoy preferred rates on compre...
01/21/2026

IG Private Wealth Management has partnered with Cleveland Clinic Canada. Our clients now enjoy preferred rates on comprehensive health assessments. Feel more confident with your health status and take steps to achieve better wellness. Discover how we support your financial and personal well-being. Contact us today!

Meet Chris Green – Executive Financial Consultant - Green Conway & AssociatesChris brings over 30 years of expertise in ...
01/06/2026

Meet Chris Green – Executive Financial Consultant - Green Conway & Associates
Chris brings over 30 years of expertise in financial consulting, helping clients navigate complex decisions with confidence and clarity. His commitment to personalized strategies and long-term success is what sets our firm apart.
💡 “Your goals, our guidance.”
Connect with Chris and discover how Green Conway & Associates can help you achieve financial peace of mind.

12/16/2025

Even business owners who are objectively doing well with steady revenue, loyal clients, healthy margins report elevated financial stress.

Insurance isn’t just protection—it’s peace of mind, financial stability, and a smart part of your overall plan. Whether ...
05/23/2025

Insurance isn’t just protection—it’s peace of mind, financial stability, and a smart part of your overall plan.

Whether it’s life, critical illness, or disability coverage, we help you build a strategy that supports your goals today and safeguards your future.

📲 Let’s talk about your insurance needs—tap the link to start your personalized plan.

https://www.greengrouppwm.com/insurance-planning

We help families grow, protect, and pass on their wealth with clarity and care. From tax-smart estate planning to guidin...
05/22/2025

We help families grow, protect, and pass on their wealth with clarity and care.

From tax-smart estate planning to guiding the next generation through sudden-wealth events like inheritances, we’re here for every chapter.

It starts with open conversations—about values, goals, and your vision for the future. We listen, we plan, and we help you craft a legacy that lasts.

📞 Ready to start the conversation? Let’s talk about your family’s future—tap the link.

https://www.greengrouppwm.com/who-we-serve

Take our Living Plan Snapshot—a simple, online tool that gives you a score out of 100 based on key areas of your financi...
05/21/2025

Take our Living Plan Snapshot—a simple, online tool that gives you a score out of 100 based on key areas of your financial life.

From retirement readiness to emergency planning, you’ll get personalized recommendations to help you build a financial plan that actually fits you.

🎯 Start your journey to financial clarity today. Tap the link to get your snapshot.
https://snapshot.ig.ca/?aid=7de81316-d413-4b95-8a94-10dc4ea902e0

Since 2015, Lindsay has been a trusted partner in helping clients achieve their financial dreams. With her multifaceted ...
05/20/2025

Since 2015, Lindsay has been a trusted partner in helping clients achieve their financial dreams.

With her multifaceted approach and strong technical skills, she ensures every financial plan is tailored to meet your unique needs.

Lindsay’s family-oriented approach to planning emphasizes transparency and long-term success, making sure everyone is on the same page.

When she’s not working, you’ll find her exploring new vegan restaurants or raising funds for Alzheimer’s and Southlake.

🔗 Learn More.

https://www.greengrouppwm.com/team-member/lindsay-conway

We leverage the expertise of IG Wealth Management’s investment team and global partners to guide your financial journey....
05/19/2025

We leverage the expertise of IG Wealth Management’s investment team and global partners to guide your financial journey.

Whether it’s market fluctuations or life stage changes, we’re here to ensure your investment strategies align with your goals.

Ready for a fresh approach to your financial future? Let’s evaluate your strategy and help you confidently move forward.

https://www.greengrouppwm.com/investment-planning

At Green Group Private Wealth Management, we take a truly synchronized approach to protect and build your wealth—ensurin...
05/14/2025

At Green Group Private Wealth Management, we take a truly synchronized approach to protect and build your wealth—ensuring every step is in harmony with your goals.

Ready to take control? Let's build your future today.

🔗 Learn More

https://www.greengrouppwm.com/

Ready to unlock your financial potential with tailored cash and liquidity management strategies? By analyzing your cash ...
05/13/2025

Ready to unlock your financial potential with tailored cash and liquidity management strategies?

By analyzing your cash flow and borrowing requirements as part of a comprehensive financial plan, we help you stay agile and seize opportunities as they arise—while ensuring long-term financial health and minimizing tax obligations.

Let's explore the possibilities together!

https://www.greengrouppwm.com/cash-and-liquidity-management

Passing down a vacation property sounds like a beautiful legacy—until the tax bill arrives. When a property is transferr...
05/12/2025

Passing down a vacation property sounds like a beautiful legacy—until the tax bill arrives.

When a property is transferred to anyone other than your spouse, your estate could face a significant tax liability based on its appreciated value.

Without proper planning, your loved ones may be forced to sell assets—maybe even the property itself—to cover the cost.

But don’t worry! Taking these steps in advance can help reduce the financial impact on your estate, ensuring your vacation property stays in the family without triggering a financial burden.

https://www.igprivatewealth.com/en/insights-and-ideas/leave-your-children-the-vacation-property--not-a-tax-bill

Address

17310 Yonge Street Suite 10A
Newmarket, ON
L3Y7R9

Opening Hours

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

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