About
About
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Rooted In Trust. Focused on You.
Rooted In Trust. Focused on You.
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.
Community Matters
Community Matters
Green Helix supports local events, financial literacy workshops, and educational outreach.
Upcoming Events
Upcoming Events
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