Wealth Management
A Comprehensive Approach to Your Financial Success
Wealth management goes beyond investment advice - it is a holistic and strategic approach to growing, protecting, and preserving your wealth.
Our wealth management philosophy provides expert guidance and incorporates personalized financial advice, alongside tailored investment and insurance solutions, designed to meet your unique needs and secure your financial future.
Whether you're just starting your investment journey or managing significant assets, our scaffolding service structure ensures you receive the right level of support at every stage. Our approach is designed to grow with you by offering essential planning services at entry levels and expanding to include tax strategies, estate planning, business succession, and advanced wealth enhancement as your portfolio increases.
We provide comprehensive fiduciary advice that adapts to your evolving needs.
Core Services
Investment Planning
Our focus is on delivering risk-adjusted returns that balance performance with your comfort level.
Insurance Planning
We recognize insurance as a vital part of protecting and growing wealth.
Retirement Planning
We consider your retirement goals, desired timelines, and potential future needs to build a plan that grows with you.
Education Planning
We provide customized strategies using accounts such as RESPs and other funding options to maximize savings.
Enhanced Services
Estate Planning
Estate planning support helps you protect and transfer your assets effectively, ensuring your wishes are respected.
Tax Planning
We create customized strategies using tax-efficient investments, retirement contributions, and strategic deductions to optimize your tax savings and grow your net worth.
Advanced Retirement Planning
We leverage the latest AI and proprietary financial modeling tools to optimize client outcomes. By simulating diverse scenarios, we provide clients with insights into the long-term impacts of their decisions.
Wealth Enhancement Strategies
We generate enhanced scenarios and recommendations to create additional opportunities for wealth generation and preservation.
Advanced Services
CPA/Legal Integration
We directly interface with your CPA and your legal team to streamline tax and estate planning.
Alternative Investments
We examine alternatives in other asset classes and prioritize overall wealth growth.
Business Succession
We work with you to design a seamless transition strategy that secures the future of your business.
Philanthropy
With tax-advantaged giving strategies, we help you amplify your impact and create a legacy of generosity that aligns with your values.
The Wealth Approach
Client Discovery: We start by understanding your financial situation and goals through detailed consultation.
Design The Wealth Plan: We create a customized wealth plan tailored to your objectives.
Implement The Plan: We execute your plan, coordinating each step seamlessly.
Monitor The Plan: We track progress to ensure your plan stays aligned with your goals.
Adapt The Plan: We adjust your plan proactively as your needs evolve.
Our Clients
We proudly work with a diverse range of clients, including business owners, executives, retirees, and individuals and their families. We believe that everyone deserves access to quality personal wealth management, no matter their asset level. Our flexible fee scale ensures that our services adapt to your specific needs and financial situation.
As your assets grow, you gain access to an expanded suite of services, allowing us to support you through every stage of your financial journey. Whether you're just beginning to build your wealth or managing significant assets, we provide tailored solutions to help you achieve your financial goals.
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.