Wealth Management You Can Trust

We help our clients make smart, informed financial decisions with clarity and confidence. Whether you're investing for the future, planning for retirement, or protecting your family, we provide personalized wealth management tailored to your goals.

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How We Are Different

Wealth Approach

We extend beyond traditional investment management to consider all assets and liabilities. Wealth management integrates investment planning, insurance solutions, retirement planning, education planning, tax optimization, and estate strategies into a comprehensive approach.

Personalized Financial Advice

We provide tailored strategies using behavioral finance insights to align with your goals, timeframes, and risk tolerance. Ongoing education and semi-annual meetings ensure transparency and keep you engaged in your financial journey.

Fiduciary Responsibility

A fiduciary is an advisor who is legally and ethically obligated to act in your best interest. This means our recommendations are based on what’s best for you - not what earns the highest commissions or fees.

Transparent Flat Fees

We use a scaffolding approach to services to keep fees low at a flat 1% for all clients and low minimum investment amounts. Our services grow with your portfolio size to ensure you receive the right level of support at every stage.

Competitor Approach

Investment instead of comprehensive wealth focused approach
Cookie cutter financial advice
Not fiduciaries and commission based sales can influence product choices
High fees of 1.75%+ for Big-6 banks and 2%+ for in branch mutual fund products
Limited product selection

Access to a Wide Range of Investment & Insurance Solutions

As independent advisors we offer a wide range of financial products backed by a trusted and well-regulated firm - assuring the right fit for your goals and circumstances. By partnering with Carte and their CIRO-registered compliance team, we ensure your assets are securely managed under rigorous regulatory standards.

Carte Wealth Management's Large Product Shelf

About Carte Wealth Management

#1 Independent Investment Dealer in Canada

5 Consecutive Years
(Investment Executive magazine)

$2 Billion+

Assets Under Management (AUM)

180+ Independent Advisors

In the company and growing

Contact

Green Helix Financial
2680 Skymark Avenue, Unit 1000, Mississauga, ON, L4W 5L6

Business Hours:
Monday to Friday 9:00 am to 4:00 pm
(By Appointment Only)

Phone (905) 949-6277
Email matthew.lawrence@cartewm.com

Proudly Canadian 🇨🇦