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.
Wealth Management By
A Part Of
With Insurance By
How We Are Different:
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.
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 cohesive approach.
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.
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.
Competitor Approach
Not fiduciaries
Commission based sales can influence product choices
Limited product selection
Investment instead of wealth focused approach
Limited wealth planning
High fees of 1.75%+ for Big-6 banks and 2%+ for in branch mutual fund products
About Carte:
>$2 BILLION
Assets Under Management (AUM)
180+ Advisors
In the company and growing
CIRO Licensed Firm
Member of CIPF
#1 Independent Investment Dealer in Canada
5 Consecutive Years
Leadership Team
Strategic Focus
Freedom To Make Product Choices
Advisor Education & Development
Branch Managers
Diversity, Equity & Inclusion policies
According to Investment Executive magazine
Large Product Shelf
Access to a Wide Range of Financial Products from Leading Financial Institutions Through Partnerships Built Since 2007
Ready to Take the Next Step?
Your financial future starts with a conversation. Whether you have questions about investing, insurance, or long-term planning, we’re here to help.
👉 Click here to request your free investment and insurance review, and as a bonus, you’ll also receive our helpful guide:
🎁 Top 5 Mistakes Canadians Make With RRSPs, TFSAs & FHSAs
Learn how to avoid the most common tax and retirement pitfalls.
Green Helix Financial is led by Matthew Lawrence, DFSA™, a financial and insurance advisor with a diverse background in finance and entrepreneurship. Matthew is a passionate advocate for financial literacy and education.
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 🇨🇦