Alex Green, CFP® in

Alex Green, CFP®

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Founder at GreenTree Wealth Management Ltd.
📍 Canada

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
17 Years
Current Role
Founder
Job Level
Leadership
Location
Canada
Personality Overview

How Alex shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Alex cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

9-2014
Founder
GreenTree Wealth Management Ltd.
3-2013 - 9-2014
Partner
John Green Investment Planning Services Ltd.
9-2007 - 6-2008
Corporate Trader
GWK Travelex
3-2003 - 1-2007
Financial Planner & Investment Advisor
John Green Investment Planning Services Ltd.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2000 - 2003
Business Marketing
Fanshawe College
1994 - 2000
Education details unavailable
Milton District High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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