Our Partners

A Trusted Network, Working for You

At Green Helix Financial, we believe that great advice doesn't happen in isolation. That's why we’ve built strong partnerships with leading financial institutions, insurance providers, and a hand-picked professional network - all working together to support your long-term goals.

Our role is to coordinate every part of your financial life - from investments and insurance to tax, legal, and estate considerations. Whether you're an individual, a family, or a business owner, our network ensures you get the right advice at the right time, with every moving part aligned.

📌 Are you a professional interested in working together? Let’s connect to explore how we can provide even greater value to our clients.

🔐 Why It Matters

Expertise You Can Trust: We only refer to professionals we would use ourselves
Independence: We’re not tied to any single company or product line
Access: We can source competitive solutions across multiple providers
Efficiency: Our partners help streamline planning, paperwork, and execution
Security: Your information and investments are handled through trusted, regulated platforms
Stronger Community Ties: Our goal is to build a network of trust that benefits you long after the first meeting

🧩 Who We Work With

Investment Companies

Through Carte Wealth Management Inc., we offer access to Canada’s top investment fund companies, including:

Fidelity Investments

CI Global Asset Management

Mackenzie Investments

Dynamic Funds

BMO Global Asset Management

Blackrock

Vanguard

And more…

These partnerships allow us to construct portfolios using a wide range of ETFs and mutual funds that suit your goals and risk profile.

🛡 Insurance Providers

Through Carte Risk Management Inc., we work with Canada’s leading insurance carriers, including:

iA Financial Group

Equitable Life

Empire Life

Canada Life

Manulife

Sun Life

RBC Insurance

And others…

This gives us the flexibility to compare options and structure the right protection for your personal or corporate needs.

🧑‍💼 Professional Advisory Network

We regularly collaborate with a network of trusted professionals to help coordinate every part of your financial plan:

Accountants & Tax Advisors

Lawyers & Estate Planners

Mortgage Brokers & Real Estate Advisors

If you don’t already have a trusted professional in one of these areas, we’re happy to provide a referral.

🏘 Community-Based Referral Network

Green Helix Financial is also proud to maintain relationships with local service providers and small businesses who share our values of transparency, professionalism, and long-term thinking. These include:

Insurance adjusters

Home builders and contractors

Realtors

Bookkeepers

Consultants

Local financial literacy educators

And more...