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Matthew Lawrence, QAFP®, Founder and Financial Planner, created Green Helix Financial to help people bring the different parts of their financial lives into one clear picture.
Based in Port Colborne, Matthew works directly with families, business owners and professionals who want practical guidance, thoughtful coordination and a planning relationship built for the long term.
FINANCIAL PLANNER IN NIAGARA
FINANCIAL PLANNER IN NIAGARA
Financial decisions do not happen in isolation.
Financial decisions do not happen in isolation.
“I built Green Helix around a simple idea: the biggest decisions in life do not happen in isolation. Money affects property. Property affects business. Business affects family. Risk runs through all of it.”
Matthew saw how easily financial decisions could become separated among different accounts, products and professional relationships.
Green Helix was created to connect those decisions, make them easier to understand and help clients move forward with greater clarity.
Practical experience shapes practical advice.
Practical experience shapes practical advice.
Matthew’s perspective has been shaped by more than financial services.
His experience includes building businesses in retail, sports, agriculture, and technology. His background in athletics and fitness further developed his appreciation for preparation, discipline and steady progress.
These experiences provide a practical understanding of the decisions clients face when money, property, business and family responsibilities intersect.
One relationship remains accountable for the whole picture.
One relationship remains accountable for the whole picture.
Matthew holds the QAFP® financial planning certification from FP Canada and works as a Financial Advisor with Carte Wealth Management Inc.
Matthew is proud to work with Carte Wealth Management Inc., an independent Canadian mutual fund dealer. Carte provides the regulatory infrastructure, compliance oversight and industry relationships that support access to a broad range of investment solutions while allowing Matthew to maintain an independent advisory practice.
Carte Wealth Management Inc. is regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF). This relationship combines the infrastructure and oversight of an established national dealer with Matthew’s personal approach to advice.
He is also the founder of Green Helix Financial. For clients with more complex needs, Green Helix provides a more comprehensive and highly engaged financial planning and wealth management relationship through the Financial Simplicity approach. Through Invest With Matthew, Insure With Matthew, and Mortgage With Matthew he also helps clients with specific financial needs as well.
What shapes Matthew’s approach?
What shapes Matthew’s approach?
Systems Thinking
Systems Thinking
Understanding how one financial decision may affect several other parts of your life.
Plain-Language Guidance
Plain-Language Guidance
Explaining the reasoning behind a recommendation so you can make an informed choice.
Practical Experience
Practical Experience
Recognizing that financial plans must account for real responsibilities, competing priorities and changing circumstances.
Behavioural Awareness
Behavioural Awareness
Considering how uncertainty, habits and emotion can influence financial decisions.
Direct Accountability
Direct Accountability
Maintaining one central planning relationship that knows the history, priorities and next steps.
Professional Coordination
Professional Coordination
Helping the people involved in your financial life work from a more complete understanding of your goals.
The result is financial planning that remains personal, organized and useful as life changes.
Start with a conversation, not a commitment.
Start with a conversation, not a commitment.
You do not need to organize every detail before reaching out.
Tell Matthew what has become difficult to coordinate, which decision is approaching or what you would simply like to understand more clearly. He will follow up personally to discuss whether Green Helix is the right fit.
Frequently Asked Questions
Frequently Asked Questions
Will I work directly with Matthew?
Will I work directly with Matthew?
Yes. Green Helix is a founder-led practice, and Matthew remains directly involved throughout the planning relationship.
What does the QAFP® certification mean?
What does the QAFP® certification mean?
The QAFP® certification is granted by FP Canada and reflects education, examination, experience and ethical requirements in financial planning.
What is Matthew’s relationship with Carte Wealth Management?
What is Matthew’s relationship with Carte Wealth Management?
Matthew is a Financial Advisor with Carte Wealth Management Inc. Carte provides the dealer platform through which investment products are offered and supervised.
Where is Matthew based?
Where is Matthew based?
Matthew is based in Port Colborne and works with clients throughout Niagara and Ontario.
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