Investment Products

The Right Accounts for the Right Goals

Smart investing starts with choosing the right account structure. At Green Helix Financial, we help you understand and maximize the benefits of each registered and non-registered account type so your investments grow efficiently and stay aligned with your short- and long-term goals. We ensure all accounts work together in a unified plan - balancing liquidity, tax exposure, and long-term growth.

From building retirement income to saving for education or a first home, we’ll help you make the most of every dollar by choosing the accounts that match your priorities, timeline, and tax situation.

Choosing the right investments is about aligning your portfolio with your goals, time horizon, and comfort with risk. At Green Helix Financial, we use a wide range of proven, professionally managed investment products to help grow and protect your wealth.

Account structure diagram – investment account types like RRSP, TFSA, RESP, LIRA, and corporate structures for optimized wealth building

Services Provided

RRSPs (Registered Retirement Savings Plans)

We structure contributions, withdrawals, and conversions to RRIFs for tax-efficient retirement income planning.

RRIFs (Registered Retirement Income Funds)

We manage drawdowns in retirement to reduce taxes and preserve government benefits like OAS.

TFSAs (Tax-Free Savings Accounts)

We help you take full advantage of tax-free growth and flexible withdrawals for all stages of life.

FHSAs (First Home Savings Accounts)

For eligible clients, we integrate FHSAs with RRSPs and TFSAs to support home ownership without missing tax benefits.

RESPs (Registered Education Savings Plans)

We maximize government grants and optimize investment timelines for children’s post-secondary education.

RDSPs (Registered Disability Savings Plans)

We help eligible clients or family members access available grants and bonds while coordinating long-term financial care.

LIRAs & LIFs (Locked-In Retirement Accounts)

We manage locked-in pension assets with care, including unlocking options and drawdown strategies.

Non-Registered Accounts

We structure taxable investments using capital gains planning, dividend strategies, and income smoothing.

ETFs (Exchange-Traded Funds)

Low-cost, diversified, and efficient - ETFs form the foundation of many of our client portfolios, offering access to global markets, sectors, and asset classes.

Mutual Funds

Professionally managed mutual funds offer access to specialized strategies, active management, and institutional-level diversification - ideal for clients seeking hands-off oversight.

GICs (Guaranteed Investment Certificates)

For short- to medium-term safety, we offer insured GICs that preserve capital while earning guaranteed returns - with flexible maturities and laddering strategies.

Segregated Funds

For clients who want investment growth with estate benefits or creditor protection, we offer segregated funds that include guarantees on capital and bypass probate.