About Carte

📊 Carte Wealth Management Inc.

Green Helix Financial is proud to operate under Carte Wealth Management Inc., the #1 independent investment dealer in Canada. Carte provides the regulatory infrastructure, compliance oversight, and industry partnerships that allow us to offer a wide range of investment solutions - while maintaining our independence and fiduciary commitment to you.

Carte Wealth Management is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), ensuring your investments are professionally managed and safeguarded under strict national standards. This relationship gives clients the peace of mind that comes with large security - without the limitations of bank-owned institutions.

🛡️ Carte Risk Management Inc.

Alongside Carte Wealth Management, we also operate through Carte Risk Management Inc. for all insurance-related services. Carte Risk is a fully licensed Managing General Agent (MGA) and gives us access to a wide network of life, health, disability, and critical illness insurance providers.

As independent advisors with Carte Risk, we can offer flexible, product-neutral insurance strategies that support your broader financial plan - whether you’re protecting your family, managing corporate risk, or integrating insurance into a retirement or estate strategy.

🤝 Why This Partnership Matters to You

• Access to a Broad Product Shelf: Carte partners with leading fund companies and insurers across Canada

• Independent Advice: We recommend what’s best for you, not what earns a commission or satisfies a quota

• Regulatory Oversight: Your investments and insurance are managed under national compliance standards

• Support You Can Trust: Carte’s back-office, compliance, and processing teams support everything we do, so you always receive timely, professional service