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Protecting what matters to you...

 

Inquire with us today and see how we can help you.

 

Protecting what matters to you...

 

Learn about what we do and our approach to help you save fast.

 

Protecting what matters to you...

 

Learn about what we do and our approach to help you save fast.

 

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Our Services

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Planning and Process

Our goal-based financial planning approach helps you define your goals, analyze your situation and build a financial plan designed to achieve your goals.

Insurance Products

We have access to a wide range of insurance products to help fit the specific needs of your financial plan.

Retirement and Investment

As financial advisors, we have access to a wide range of savings and income products. Both registered and non-registered savings, income, and pension plans for individuals; as well as registered and non-registered savings and pension plans for employee groups.

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  •   2005 Sheppard Avenue East, Suite 602, Toronto, Ontario M2J 5B4
  •   416 756 8490
  •   info@helkiefinancial.com

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The information on this website is intended for residents of Ontario only.

Insurance products, including segregated fund policies are offered through Helkie Financial & Insurance Services Inc. and Jim Helkie offers mutual funds through Quadrus Investment Services Ltd.

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