Fiduciary Responsibility

We believe every Canadian deserves financial advice they can trust. That’s why Green Helix Financial operates under a fiduciary standard. That means our recommendations are based solely on what’s best for you - just like your lawyer or your doctor.

This is more than a promise - it’s a legal and ethical obligation to act in your best interest at all times.

🧩 Why Fiduciary Advice Matters

Many financial advisors are paid through hidden commissions or sales incentives. They may recommend products that are “suitable,” but not necessarily optimal. That’s not how we operate.

As fiduciaries, we are required to:

• Prioritize your goals over our compensation.

• Disclose all fees and potential conflicts of interest.

• Recommend strategies based on your unique needs, not sales quotas.

• Provide you objective, transparent advice.

🔎 What Fiduciary Responsibility Looks Like in Practice

✅ Fee Transparency

We use a flat 1% fee model, so you know exactly what you're paying and what you're receiving with no hidden commissions.

✅ Independence

We're not tied to any one provider. That means we can offer a wide range of investment and insurance options tailored to you - not to a product shelf.

✅ Aligned Incentives

When you succeed, we succeed. Our compensation doesn’t change based on what you buy - it’s based on helping you grow and protect your wealth.

✅ Regulatory Oversight

As part of Carte Wealth Management Inc, we operate under CIRO’s compliance standards, ensuring your assets are secure and professionally managed.