GreeneFI Wealth Strategies Ltd. is a registered investment adviser. Statements and opinions expressed are based upon information considered to be reasonably reliable but should not be relied upon without additional information that is particular to your objectives and suitability. Any statements or opinions are subject to change without notice.

The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of AUTHOR, may differ from the views or opinions expressed by other areas of ADVISER, and are only for general informational purposes as of the date indicated.

The information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Any third-party information and hyperlinks used during this program are deemed to be reasonably reliable. This program is dated and may not be accurate in the future. For more information regarding our firm and its services, practices, conflicts of interests and disclosures can be found on

(If Applicable) This brief statement cannot and does not mention all of the considerations involved in trading. Rather, each investor is responsible for diligently researching and judging for themself all the many factors that can significantly impact their financial position.

(if Applicable) The charts and comments are only the view of the author concerning market activity and are not recommendations to buy or sell any security. Market sectors, securities, and related ETFs are selected based on the author’s opinion as to their importance in providing the viewer with a comprehensive summary of market conditions for the featured period. Chart annotations are not predictive of any future market action, rather they only demonstrate the author’s opinion as to a range of possibilities going forward.

Insurance products and services are offered and sold through GreeneFI Insurance Solutions Ltd. and individually licensed and appointed insurance agents.

(If Applicable) Case Studies (Choose between the two options below)
Case studies presented are based on actual clients, however, some of the information may have been changed or altered. [OR] Case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed. Each client has their own unique set of circumstances so products and strategies may not by suitable for all people. Please consult with a qualified professional before implementing any strategy discussed herein. No portion of these case studies is to be interpreted as a testimonial or endorsement of the firms’ investment advisory services.