Get Independent Financial Advice by the Hour with Bill Green, CFP®
Bill Green is a Certified Financial Planner (CFP®) who provides independent financial advice on an hourly basis. He does not sell products or manage money. Instead, he helps clients pay only for the advice they need, when they need it.
Bill has more than 35 years of experience in financial services, including working with small and large firms, a major Canadian bank brokerage, and retail banking.
In 2010, Bill sold his commission and fee-based investment practice and shifted his focus to consulting for DIY investors and other financial advisors. He is the founder and President of the Hourly Financial Advisor Network.
Bill has written "The Success Tax Shuffle," a guide on safeguarding your estate and heirs. The publication employs a fictional couple to illustrate how to systematically lower or even negate potential taxes that could be incurred upon the passing of the last spouse.
Our objective
Bill’s goal is to change the way people receive financial advice.
If you are a DIY investor, concerned about advisor fees, frustrated with your current advisor, or simply looking for a second opinion, Bill offers experienced, objective guidance by the hour.
Clients often contact Bill for help with: second opinions on an existing financial plan, reviewing advisor recommendations, retirement readiness, withdrawal and income planning, tax-efficient planning ideas, estate planning coordination, insurance review, major financial decisions and tradeoffs
Bill works virtually, so you can access expert planning support no matter where you live in Canada. You pay only for the advice you need — similar to working with a lawyer or accountant — rather than paying based on the size of your investment portfolio.
Why Hourly
Traditional financial advice often comes with conflicts of interest, including commissions, product sales, or fees tied to the size of your portfolio.
Bill takes a different approach. With hourly financial advice, you pay only for the time and expertise required for your situation. This helps ensure the advice is focused on your best interests, tailored to your needs, and free from product-driven incentives.
If you want objective advice, a second opinion, or help with a specific financial issue, hourly planning can be a practical and cost-effective alternative. You only pay for the duration of time that he works with you, the typical cost of a full financial plan ranges from $2,500, to $5,000. This ensures you receive advice that is genuinely in your best interest, customized to fit your distinct requirements, and devoid of any conflicts of interest.
Who Bill Works Best With
Bill is often a good fit for:
DIY investors looking for a second opinion
People who want financial advice without handing over asset management
Investors concerned about commissions or asset-based fees
Retirees and pre-retirees wanting help with income planning
Families looking for objective planning advice on taxes, estate issues, or major decisions
People who want expert advice for a specific project rather than an ongoing relationship