Helping you live your best life, minute by minute, day by day – is what I do.

Green Peak Securities
Home
DESTINATION PORTFOLIOS
  • MAP
Green Peak Securities
Home
DESTINATION PORTFOLIOS
  • MAP
More
  • Home
  • DESTINATION PORTFOLIOS
    • MAP
  • Home
  • DESTINATION PORTFOLIOS

Green Peak Securities | Worldsource Securities Inc

Invest with Confidence

Invest with ConfidenceInvest with ConfidenceInvest with Confidence

“You are never too old to set another goal or to dream a new dream.”

C.S. LEWIS

CLIENT LOGIN

Green Peak Securities | Worldsource Securities Inc

Invest with Confidence

Invest with ConfidenceInvest with ConfidenceInvest with Confidence

“You are never too old to set another goal or to dream a new dream.”

C.S. LEWIS

CLIENT LOGIN
Glen Izzard, CIM® | Investment Advisor, Portfolio Manager

Welcome to Green Peak Securities

With my unique qualifications, I will help you do what is necessary to protect and simplify often complex wealth – with daily orchestrated financial care.

Find out more. Email me anytime.

Glen m. Izzard

Chartered Investment Manager®

The future is something which everyone reaches at the rate of 60 minutes an hour, whatever he does, whoever he is. ~C.S. LEWIS


Among many incredible things C.S. LEWIS wrote, this speaks deeply to my role. We all have the same minutes per day to make money, to make a life. So how, then, financially speaking, are we going to make the most of your money, your life? Helping you find your answer to this question, is the sweet spot, of what I do.

Investing can be complicated at any stage or age.

Every day counts – especially so when it comes to investing.

Listening to you, so I can fully understand what you find important is the best way we can develop your personalized financial strategy. Let's take the time now, to gear your current finances toward achieving your future goals. Helping you live your best life, minute by minute, day by day - is what I do.

Questions? Text me anytime.

Green peak SECURITIES SERVICES

RRSP, LIRA, TFSA, RESP, RDSP
Traditional Commission-Based Investment Accounts

Traditional COMMISSION-BASED INVESTMENT Accounts

Destination Portfolios: MANAGED DISCRETIONARY ACCOUNTS

Traditional COMMISSION-BASED INVESTMENT Accounts

 It's always the right time to start a good investment plan. RRSP, LIRA, TFSA, RESP, RDSP, RRIF & LIF. Non-registered.

Learn more
Fee-Based Investment Accounts, Wealth

Fee-based investment accounts

Destination Portfolios: MANAGED DISCRETIONARY ACCOUNTS

Traditional COMMISSION-BASED INVESTMENT Accounts

Customized growth of your wealth with a transparent-fee structure. RRSP, LIRA, TFSA, RESP, RRIF & LIF. Non-registered.

Learn More
Destination Portfolio, Investments, Financial Advisor

Destination Portfolios: MANAGED DISCRETIONARY ACCOUNTS

Destination Portfolios: MANAGED DISCRETIONARY ACCOUNTS

Destination Portfolios: MANAGED DISCRETIONARY ACCOUNTS

A solution that represents a comprehensive approach to managing your investments by offering five portfolio models.

Learn More

CLIENT TESTIMONIALS

"10+ YEARS OF PROFESSIONAL INTEGRITY"

I have been invested in the markets since 1990. Since the 90’s I have dealt with a variety of advisors over the years and always found them lacking integrity by pushing mainstream products with their own interests in mind. Since I have met Glen, he has changed my mind about the investment profession. During the last 10 years since knowing Glen, he has guided me through good markets, bad markets, and, lately this Covid-19 pandemic crisis. He has been professional, ethical, and is always available to address any concerns that I would have. I have learned a great deal from Glen over the years and will continue to tap into his expertise, and knowledge. ~ another client testimonial

"VALUABLE EXPERTISE"

Big thanks to Glen for his exceptional guidance in nailing down the best financial plan custom made for me. As my life moved into another stage, it was really important to get this right. I can call or message anytime, and his quick replies, and time spent sharing his expertise is very valuable to me. I really appreciate Glen's calm, friendly and respectful manner. Just a very positive experience! ~ another client testimonial

"EXPERIENCE & DEPTH OF KNOWLEDGE"

Regarding our investments, Glen has done so much, including his:

  • Dedication to our relationship.
  • Patience to educate us when needed.
  • Explains complex strategies, giving us confidence in our investments.
  • Experience, and depth of knowledge.

~ another client testimonial

"HONEST & LOYAL"

My husband and I have been clients of Glen for over ten years and are very pleased with what he has been able to do with our financial portfolio. Although our portfolio is not huge, Glen has made us financially stable in our retirement. He is honest and loyal. We give Glen our best recommendation. ~ another client testimonial

"REGULAR, ONGOING CONTACT"

I retired in 2010, and we had a lot of financial decisions to make. Glen Izzard helped us set up our LIF & RIFFs, and helped organize our existing accounts. My wife retired in 2013 when her RRSP was converted to a RIFF. We are so grateful to have Glen as our advisor. We are in regular contact, not once or twice a year. We value his advice and guidance and trust him. My son and my son-in-law also are clients. ~ another client testimonial

My Blog

Let's talk

PRIVACY POLICY  |  COMPLAINTS

Green Peak Securities

152 Captain's Court, Meaford, Ontario, Canada N4L 1W5

Cell 905-407-4500 | Fax 226-256-8322 | Office 226-909-8688

Hours

Open today

08:30 a.m. – 05:00 p.m.

Monday - Friday: 9am - 5pm

Saturdays and Evenings: By appointment


The Fine print

Disclosure

Accuracy of Information

Know Your Advisor

Investments are provided through Worldsource Securities Inc., sponsoring Investment Dealer and Member of the Canadian Investor Protection Fund (CIPF) www.cipf.ca and of the Investment Industry Regulatory Organization of Canada (IIROC) www.iiroc.ca.

Know Your Advisor

Accuracy of Information

Know Your Advisor

IIROC AdvisorReport

Learn about advisors regulated by IIROC here.

Accuracy of Information

Accuracy of Information

Accuracy of Information

     The content provided on this website is for informational purposes only. Although we believe this information to be correct, and attempt to keep content on this website current, we do not warrant the accuracy or completeness of any information on this site. 

Liability

Performance Data

Accuracy of Information

The information provided on this website is not intended to provide specific financial, tax, legal or accounting advice and should not be relied upon in that regard.

Jurisdiction

Performance Data

Performance Data

     Products and services are available in Canada and only in those other jurisdictions where they may be legally offered. This communication does not constitute an offer or solicitation to anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such a solicitation. 

Performance Data

Performance Data

Performance Data

Performance data represents past performance and is not necessarily indicative of future performance. Unit/share values, yields and investment returns will fluctuate. Important information about our mutual funds is contained in the prospectus. Please read it carefully before investing. 

 PLEASE READ THESE TERMS AND CONDITIONS AND THE PRIVACY POLICY CAREFULLY BEFORE USING THIS SITE.  

THE LEGAL FINEPRINT (pdf)

Download

Copyright © 2021 Green Peak Securities - All Rights Reserved.


Powered by GoDaddy