Profile Photo
TPG Financial Services Inc.
Senior Financial Planner
Nov 21, 2019 one year ago
RFP
Year 1 Member
Bio
Owner/Senior Advisor of TPG Financial Services Inc. which provides, tax preparation, accounting, and financial planning services on a fee-only basis, and is located in North Vancouver. 
 
In 1994 Mr Greene bought an accounting firm called Dollar Accounting Services  Ltd. A couple of years later he associated himself with MacDonald, Shymko Company Ltd. and the corporation’s name was changed to MSC Financial Services. during this time he acquired both the CFP and the R.F.P. financial planning designations. and they were preparing approx 300 personal &. 50 corporate tax returns annually and 10-15 ongoing financial planning engagements. 
 
Now, 15 years later he bought an office and relocated near the Quay, and he now has 4 team members. He primarily works with high net worth clients who have complex financial situations ranging from immigrants who and general managers, and have property located off shore and stock options. to those who can benefit from estate freezes, income splitting,?and estate planning. 
Personal Information
604.988.9876
Male
North Vancouver
Undergraduate
Employer Information
TPG Financial Services Inc.
250-233 1ST ST. W.
North Vancouver BC V7M1B3
Canada
604.988.9876
Practice Information
Senior Financial Planner
1994
None
2-5
Fee based (AUM) Fee Only - Flat Fee/Project Based Fee Only - Retainer Based Fee Only - Hourly
IAFP CIFPs
Corporate Financial Planning Corporate Tax Planning Estate Planning Investment Management Portfolio Management Retirement Income Planning Succession Planning Tax Filing Tax Planning