Investments and Insurance

Access to a Wide Range of Investment & Insurance Solutions

At Green Helix Financial, we provide personalized investment and insurance solutions designed to align with your financial goals. As independent advisors partnered with Carte Wealth Management Inc. for investment products and Carte Risk Management Inc. for insurance products, we offer a wide range of financial products backed by a trusted and well-regulated firm. By partnering with Carte and their CIRO-registered compliance team, we ensure your assets are securely managed under rigorous regulatory standards.

What We Offer:

Independent Investment Management

We offer unbiased, market-wide solutions tailored to your needs. With access to thousands of products including ETFs, mutual funds, GICs, segregated funds, and alternative investments we focus on risk-adjusted returns and optimizing performance within your comfort level. Our independence ensures objective, strategic guidance for your financial success.

Comprehensive Insurance Solutions

While many money managers don't offer or overlook insurance, we recognize its critical role in protecting and enhancing wealth. We conduct comprehensive insurance reviews, integrating life insurance, disability insurance, critical illness insurance, long-term care insurance, as well as health and travel coverage recommendations into your broader financial plan. Our approach ensures that you are safeguarded against unforeseen events, while providing lasting peace of mind.

Advanced Financial Technology

We leverage the latest proprietary financial modeling tools to optimize client outcomes. By simulating diverse financial scenarios, we provide clients with clear insights into the long-term impacts of their decisions. Our technology incorporates every aspect of a client’s financial life - government programs, pensions, property sales, and more - ensuring no detail is overlooked in crafting a robust, data-driven plan.

Available Products

Accounts

TFSA, RRSP, RRIF, RESP, RDSP, LIRAs, and Non-Registered

Investments

ETFs, Mutual Funds, GICs, and Segregated Funds

Insurance

Whole Life Insurance, Term Life Insurance, Universal Life Insurance, Disability Insurance, Critical Illness Insurance, and Health, Long-Term Care, and Travel Coverages

The Value Of Advice

According to Russell Investments, the average advisor adds 3.52% in added value per year. At Green Helix Financial our goal is to exceed expectations through our comprehensive approach, creating even greater gain through total wealth growth. We fully believe that the fees we charge are greatly overshadowed by the value we create.

Ready to Take the Next Step?

Your financial future starts with a conversation. Whether you have questions about investing, insurance, or long-term planning, we’re here to help.

👉 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 is led by Matthew Lawrence, DFSA™, a financial and insurance advisor with a diverse background in finance and entrepreneurship. Matthew is a passionate advocate for financial literacy and education.

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