Investment Management

Evidence-Based. Personalized. Tax-Smart.

At Green Helix Financial, we believe successful investing starts with a deep understanding of your goals and ends with a portfolio that aligns with your life, risk tolerance, and long-term vision.

Investment management isn’t about chasing returns - it’s about maximizing what matters most: risk-adjusted performance over time. Every portfolio we build is designed to help you grow wealth confidently, without taking on more risk than necessary.

We focus on the factors you can control - asset allocation, tax efficiency, fund selection, and costs - while adjusting your strategy to fit your goals, risk comfort, and the current economic landscape.

Ethical & ESG Options: We offer socially responsible investing options for clients who want their portfolios to reflect their values.

Diversified portfolio illustration – risk-aligned investment management using active and passive fund strategies for long-term growth

🧩 Our Portfolio Construction Process

Understanding Goals & Tax Efficiency – defining client objectives and aligning investment strategies with tax-smart account structuring in Canada

1. Understanding Goals & Tax Efficiency

We start by mapping your goals to the right account types. Whether it’s tax-free growth in a TFSA, income strategies in a non-registered account, or deferral via RRSPs, smart structuring is the base layer of long-term success.

2. Active or Passive? The Right Fit for You

Some clients prefer low-cost, passive strategies. Others value active oversight and volatility management. We tailor your portfolio based on your investment preferences, psychology, and long-term objectives.

Strategic Asset Allocation and IPS – developing a personalized investment policy statement and long-term asset mix based on risk and time horizon

3. Strategic Asset Allocation and IPS

We create a custom Investment Policy Statement (IPS) to align your portfolio’s asset mix with your comfort zone. Your asset allocations reflect both your long-term goals and risk capacity.

Fund Evaluation and Selection – screening ETFs and mutual funds based on performance, management style, and fee structure

4. Fund Evaluation and Selection

We draw from a vetted list of best-in-class ETFs and mutual funds based on long-term performance, risk alignment, and structure.

Risk Adjusted Return Analysis – analyzing portfolio performance using Sharpe ratio, standard deviation, and downside protection metrics

5. Risk Adjusted Return Analysis

Our primary lens is risk-adjusted return - how much return you're getting for the risk you're taking. We model your portfolio’s standard deviation, Alpha, Beta, Sharpe, R², Drawdown, and more to maximize performance.

Portfolio Optimization – fine-tuning asset mix for efficiency, diversification, and alignment with financial goals using modern portfolio theory

6. Portfolio Optimization

We use a core/satellite framework with core holdings for diversification, tax-efficiency, and low-cost, as well as satellite holdings to enhance return or reduce volatility.

We adjust weightings to achieve a smooth return profile without sacrificing opportunity.

Cost Efficiency & Final Review – minimizing investment fees and conducting a final alignment check before implementation

7. Cost Efficiency & Final Review

We calculate and present the full cost of your portfolio, including MERs and advisory fees, so there are no surprises. Our goal is to deliver value that outweighs cost across the full spectrum of services you receive.

Ongoing Review & Rebalancing – monitoring performance, adjusting allocation, and staying on track with evolving financial needs

8. Ongoing Review & Rebalancing

Markets move and so do your goals. We review portfolios regularly, rebalance where needed, and update your strategy when life changes, tax laws shift, or new opportunities arise.