About Us
About Us
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Wealth Management You Can Trust
Wealth Management You Can Trust
Green Helix Financial is an independent wealth advisory practice based in Ontario, founded in 2024 on the belief that financial advice should be transparent, tailored, and built around your life - not just your portfolio.
We are proud to operate under Carte Wealth Management Inc. for investment products and Carte Risk Management Inc. for insurance products. Carte provides the compliance, regulatory oversight, and back-office infrastructure that ensures your investments are secure and professionally managed. This partnership allows Green Helix to offer a wide range of investment and insurance solutions while maintaining the independence and flexibility to recommend what’s best for you.
We work with individuals, families, business owners, and corporations across the province to deliver fiduciary financial guidance that combines investment management, insurance strategy, and long-term planning - all in one coordinated plan.
Our Mission
Our Mission
To simplify financial decision-making by offering honest, goal-based advice that aligns with our clients’ values, protects their future, and grows their wealth over time.
We also believe financial education should be accessible, practical, and empowering.
Our mission is not just to manage assets - it’s to build understanding, support lifelong growth, and help Canadians achieve financial clarity with purpose and confidence.
Our Approach
Our Approach
Fiduciary First - We are legally and ethically obligated to act in your best interest, always.
Integrated Planning - We combine investments, insurance, tax, and retirement into one coordinated strategy.
Transparent Fees - We charge a simple flat fee, with no hidden commissions or product bias.
Accessible Advice - Whether you’re just getting started or managing significant assets, we meet you where you are.
About the Founder
About the Founder
Matthew Lawrence, DFSA™
Matthew brings a diverse background in finance, entrepreneurship, and education to his role as a fiduciary advisor. He launched Green Helix Financial to deliver the kind of honest, integrated advice he believes every Canadian deserves.
Matthew holds certifications in advanced financial and investment advice and is a licensed insurance agent.
Why “Green Helix”?
Why “Green Helix”?
The name reflects our belief in growth, structure, and sustainability. Like a helix, your wealth plan isn't static and each part is connected. Our role is to guide that connection with clarity, care, and long-term thinking.
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