Member

Terry Greene

TPG Financial Services Inc.

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Terry Greene

Member Bio

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Semi retired fee-only advisor with 30 years experience. I am a former owner of a North Vancouver based fee-only financial planning and accounting firm. I am accepting financial planning clients on a limited basis. Prior to selling my business I had a staff of four including a CPA.

Specializations

Corporate Financial Planning
Estate Planning
Financial Planning
Investment Management
Portfolio Management
Retirement Income Planning
Succession Planning
Tax Filing
Tax Planning

Designation(s)

CFP (Canada)
RFP

Compensation Models

Fee Only - Hourly

Professional Associations

IAFP

Education

University

Assets Under Management

Practice Size

1

Investment License

Provinces Licensed (Investment)

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