Why Switch?

Canadians Are Leaving the Big Banks Behind

Sales pressure. Cookie-cutter advice. Limited products. High fees.

If you're relying on a bank for your investments or insurance, there's a good chance you're being sold what's best for them - not for you. Bank advisors often work for quotas, not clients, and their recommendations are limited to in-house offerings.

If you've ever felt like just another account number, you're not alone.

At Green Helix Financial, we're part of the movement away from the banks. We offer fiduciary advice, full product access, and personalized wealth strategies built around your goals - not the bottom line of a big institution.

→ Learn how we’re different

Wealth Approach

Most advisors focus only on investments. We integrate your entire financial life, from insurance, to taxes, to retirement planning - into a single, customized strategy. It’s wealth management that actually fits your goals.

Personalized Financial Advice

We get to know you. Your values, your goals, your worries. Then we tailor advice around your real-life priorities instead of treating you like a number. You’ll always know the “why” behind your plan.

Fiduciary Responsibility

We are fiduciaries. That means we are legally required to act in your best interest, not ours. Unlike commission-driven sales reps, our advice is based on what’s right for you - period.

Transparent Flat Fees

No hidden charges. No sliding scales. We charge a simple flat fee of 1%, and our services scale with your needs. You’ll always know exactly what you’re paying and what you’re getting.