An elevated advisory experience

We specialize in delivering handcrafted wealth management solutions for discerning individuals and families throughout Canada and the United States.
Our mission is simple: help you build and protect your legacy, so you have the freedom to live an extraordinary life.


There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Get to know Our Team

"Jon and the whole team at Helm Financial could not be more helpful and supportive. A blend of a wonderfully friendly atmosphere with superb advice and guidance. Fully recommend connecting with the team."

- Paul H.

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