Wealth Approach

Wealth management goes beyond investment advice - it is a holistic and strategic approach to growing, protecting, and preserving your wealth.

🧩 Why Integration Matters

Too many financial plans are created in silos where one advisor handles your investments, another your insurance, and nobody looks at the full picture. At Green Helix Financial, we connect all the dots so that each decision supports the next. It’s smarter, more efficient, and built entirely around you.

What We Include in Your Wealth Plan

📍 Current Situation

We begin by mapping out your current financial position - assets, liabilities, cash flow, and goals. This forms the foundation for all future planning.

💳 Financial Management and Saving

From budgeting and cash flow to emergency funds and short-term goals, we help you take control of your day-to-day finances and align them with long-term outcomes.

👵 Retirement Planning

We model your income needs, account drawdowns, and tax implications - both before and after retirement, to ensure financial independence on your terms.

📈 Investment Planning

Your investment strategy is tailored to your risk profile and time horizon, with diversified portfolios built using ETFs, mutual funds, and GICs.

🛡 Insurance Planning

We evaluate term, whole, and universal life insurance as well as disability and critical illness coverage to ensure protection and tax-efficient wealth transfer.

💰 Tax Planning*

Planning includes proactive strategies like account selection, income splitting, and smart use of registered and non-registered accounts to minimize taxes across your lifetime.

🏢 Corporate Planning*

For incorporated professionals and business owners, we coordinate corporate tax strategies, retained earnings, life insurance, and succession planning.

🧾 Estate & Legacy Planning*

We review wills, beneficiary designations, and insurance structures to help you leave a meaningful legacy and reduce probate where possible.

✅ Summary & Action Plan

Every wealth plan ends with a clear summary and set of next steps - so you know exactly what to do, when to do it, and how it helps you reach your goals.

*Please note that these services are enhanced or advanced services that are available under our scaffolding approach. Please see our services page for more information.