Our Team
William (Bill) E. Green, CFP, FMA, CSA
Investment Advisor
wegreen@ipcsecurities.com
Bill has over 10 years of experience helping clients to clarify and achieve their financial objectives. During that time, Bill has focused on a balanced approach to financial planning that enables clients to enhance their current lifestyle while still working to achieve their future goals.
Bill teaches his clients how to "live for today while securing the future". Bill is available for speaking engagements on specific financial planning topics.
Bill’s financial planning accreditations include:
- Financial Management Advisor (FMA)
- Certified Financial Planner
- Life Insurance Level II
- Member of Independent Federation of Brokers and the Canadian Institute of Financial Planners
