Green Helix Financial is a proudly Canadian, independent financial advisory firm offering comprehensive wealth management solutions to individuals, families, and business owners across Ontario. Our services include retirement planning, investment management, life insurance, tax-efficient strategies, education, and estate planning.
Our investment solutions include ETFs, mutual funds, GICs, and segregated funds. We work with all major account types, including TFSAs, RRSPs, RRIFs, RESPs, RDSPs, and non-registered accounts. We offer a full range of insurance options such as term life insurance, whole life insurance, universal life insurance, disability insurance, critical illness insurance, and health, long-term care, and travel coverages.
We proudly serve clients in Toronto and across the Greater Toronto Area, including Etobicoke, Mississauga, Scarborough, Richmond Hill, Markham, Vaughan, Brampton, Oakville, Milton, Burlington, Stoney Creek, and Hamilton, and throughout the Niagara Region including Grimsby, Beamsville, Pelham, Wainfleet, Port Colborne, Welland, Fort Erie, Niagara Falls, St. Catharines, and Niagara-on-the-Lake. Services are available in person or virtually to clients anywhere in Ontario, delivering trusted, financial advice wherever life takes you.