We’re excited to begin your financial journey with Green Helix Financial. Whether this is your first time working with an advisor or you're making a fresh start, this page will guide you through the onboarding process so you feel confident, informed, and ready to move forward.
This first meeting is all about you. We’ll discuss your goals, financial situation, and what you’re looking for in a long-term plan. No products, no pressure - just honest conversation and a chance to get to know each other. We complete a complimentary review of your investments and insurance to let you know where you stand. We complete some initial paperwork and book a follow up.
Once you have decided to move forward, we’ll ask you to securely share key documents so we can build an accurate, personalized plan. This may include:
Recent investment or bank statements
Pension or group plan summaries
Insurance policy summaries
Income and debt information
Wills or powers of attorney (if applicable)
We will then conduct an interview to get to ask questions and get to know your goals as well as your concerns and your unique situation.
We’ll prepare a detailed wealth plan that includes investments, insurance, and your long-term strategy. This is your financial roadmap built around your life, not just your numbers. We will present you with a draft of our recommendations to review and make decisions.
After you have decided on the recommendations, we’ll handle all paperwork and coordination. From there, we’ll meet regularly to review, adjust, and keep your plan aligned with life as it evolves.
All client information is handled securely and in full compliance with Canadian regulatory standards under CIRO and Carte Wealth Management. No data is shared without your explicit consent.
Here are a few things you can prepare in advance of your first meeting:
List of financial goals or concerns
Summary of current income, expenses, and savings
Any key documents or policies you’d like reviewed
Questions you’ve been meaning to ask but never got around to
Whether you’re starting from scratch or looking for a second opinion, we’re here to help. Your financial future starts with a conversation.
👉 Click here to request your free investment and insurance review, and as a bonus, you’ll also receive our helpful guide: 🎁 Top 5 Mistakes Canadians Make With RRSPs, TFSAs & FHSAs. Learn how to avoid the most common tax and retirement pitfalls.
Green Helix Financial
2680 Skymark Avenue, Unit 1000, Mississauga, ON, L4W 5L6
Business Hours:
Monday to Friday 9:00 am to 4:00 pm
(By Appointment Only)
Phone (905) 949-6277
Email matthew.lawrence@cartewm.com
Proudly Canadian 🇨🇦