Partnerships

Our Trusted Professional Network

At Green Helix Financial, we work with a network of trusted professionals to provide clients with comprehensive financial solutions. By collaborating with accountants, mortgage brokers, estate lawyers, and business advisors, we help ensure that every aspect of your financial plan is well-coordinated and aligned with your goals.

📌 Are you a professional interested in working together? Let’s connect to explore how we can provide even greater value to our clients.

Our Network:

Accounting

Coming Soon!

Legal

Coming Soon!

Real Estate / Mortgages

Coming Soon!

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