GreenTree Wealth Management Ltd.

GreenTree Wealth Management Ltd.

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The roots of GreenTree Wealth run deep. There are no quotas for us to hit and no financial products for us to sell.

GreenTree Wealth is a boutique, family-owned financial planning firm dedicated to understanding our client’s unique goals and challenges and developing tailored financial strategies to help them achieve long-term financial freedom. With a 30 year legacy under our belt, we offer a wealth of industry experience and multi-generational financial expertise to advise and support our clients. We’re a pro

What my lacrosse coach taught me about competing at Goldman Sachs 10/15/2025

What my lacrosse coach taught me about competing at Goldman Sachs Madison Crutchfield credits her success at Goldman Sachs to the skills she learned in lacrosse. Crutchfield, a former Duke University athlete, is now a VP in equity derivative sales. Advice from her coach about playing 'fast, not hurried' has transferred to the trading floor well.

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Location

Address


1300 Cornwall Road , Suite 201
Oakville, ON
L6J7W5

Opening Hours

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