We offer integrated investment and insurance planning for Canadians who want real answers, fair fees, and a long-term strategy - whether you’re just getting started or managing significant assets.
Sales pressure. Cookie-cutter advice. Limited products. High fees.
If you're relying on a bank for your investments or insurance, there's a good chance you're being sold what's best for them - not for you. Bank advisors often work for quotas and their recommendations are limited to in-house offerings.
If you've ever felt like just another account number, you're not alone.
At Green Helix Financial, we're part of the movement away from the banks. We offer fiduciary advice, full product access, and personalized wealth strategies built around your goals - not the bottom line of a big institution.
Most advisors focus only on investments. We integrate your entire financial life, from insurance, to taxes, to retirement planning - into a single, customized strategy. It’s wealth management that actually fits your goals.
We get to know you. Your values, your goals, your worries. Then we tailor advice around your real-life priorities instead of treating you like a number. You’ll always know the “why” behind your plan.
We are fiduciaries. That means we are legally required to act in your best interest, not ours. Unlike commission-driven sales reps, our advice is based on what’s right for you - period.
No hidden charges. No sliding scales. We charge a simple flat fee of 1%, and our services scale with your needs. You’ll always know exactly what you’re paying and what you’re getting.
We work with a wide range of clients, from young people just getting started to retirees optimizing their legacy. Whether your situation is straightforward or complex, we’ll meet you where you are and guide you forward with clarity and confidence. Click on a client type to learn more.
Starting to build wealth, manage debt, or make sense of investing? We’ll help you create a solid financial foundation.
Balancing saving, spending, and planning for your children’s future? We'll help you bring it all together.
Transitioning to retirement or drawing income tax-efficiently? We’ll guide you with income planning, estate strategies, and peace of mind.
From succession planning to insurance-backed tax strategies, we help integrate business and personal wealth.
Selling land or planning for multi-generational wealth? We offer specialized guidance through major transitions.
Preserve and grow wealth with advanced strategies, family planning tools, and tax-efficient structures.
Strategic planning for retained earnings, group benefits, and insured retirement solutions - built to support your business and long-term goals.
We bring together investment management, insurance planning, and tax strategies to create a complete financial plan. Our approach is designed to reduce risk, optimize tax, and grow your wealth at every stage of life. Click on a category to learn more.
Whether you're saving for retirement, managing your estate, or building a tax-efficient strategy, we create a tailored financial roadmap.
We design personalized portfolios focused on risk-adjusted returns, tax efficiency, and long-term goals.
From RRSPs, TFSAs, and non-registered accounts, we match each investment to the right account type for your goals and tax situation.
We integrate term, whole, and universal life insurance, as well as critical illness, disability, group benefits, segregated funds, and more.
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.
We believe informed clients make better financial decisions. That’s why we provide easy-to-understand tools, articles, and videos to help you take control of your money - at your pace, on your terms.
Our flagship article series breaks down life’s major financial decisions including retirement, investing, home ownership, and more, into plain language you can act on.
Estimate your retirement needs, compare savings strategies, or explore tax benefits using our interactive calculators.
Watch short Q&A clips where we answer real client questions about money, investing, insurance, and planning.
Learn investing and financial concepts through fun, fast, and easy-to-understand baseball analogies.
Green Helix Financial is a proudly independent financial advisory practice based in Ontario, serving individuals, families, and business owners across the province. We’re part of the Carte Wealth Management network, Canada’s #1 independent investment dealer, with the flexibility to offer tailored solutions and the security of a trusted regulatory framework.
Led by Matthew Lawrence, DFSA™, Green Helix Financial combines financial planning, insurance expertise, and entrepreneurial insight to deliver modern, client-focused wealth strategies.
Carte is a CIRO-registered firm with 180+ independent advisors and $2 billion in assets under management. As our dealer and compliance partner, Carte ensures your investments are safe, secure, and well-regulated.
We collaborate with trusted institutions, product providers, and professionals to deliver holistic financial solutions. From fund companies to legal and tax specialists, we build the right team around your needs.
Green Helix supports local events, financial literacy workshops, and educational outreach.
Whether you’re starting from scratch or looking for a second opinion, we’re here to help. Your financial future starts with a conversation.
👉 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
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 🇨🇦