Jim Helkie, CFP, RHU, CSA
Jim Helkie founded Helkie Financial & Insurance Services Inc. (Helkie Financial) in 2000 and has been in the Financial Services industry since 1995. He is a member of many industry associations including the Million Dollar Round Table (MDRT) and The Conference for Advanced Life Underwriting (CALU). He has contributed many articles on financial planning to local and national news media.
Jim is a graduate of Union College in New York State with a degree in Economics. In addition, he graduated from the University of Windsor with a degree in Business Administration. Jim is committed to providing clients with products and services that best meet their needs. He takes time to get to know his clients and their priorities.
Lee Helkie, CFP, CLU
After graduating the University of Waterloo in 1995, Lee began her career in Financial Services with one of Canada's largest insurance companies. There she held management roles in Investments and Corporate Benefits. She joined Helkie Financial in 2010.
Lee has been recognized as one of Canada's 50 Most Influential Women in the Life Insurance Industry. She provides commentary for many news, television and print media outlets on all facets of Financial Planning. Most recently, Lee was featured in the book Breaking Barriers about 10 Female Entrepreneurs and their journey to success. Her passion is working with clients helping them make informed financial decisions for their personal and professional lives.
Mike Suska, CFP, CHS
Since graduating the University of Waterloo in 1996, Mike has developed and distributed insurance products for some of the country’s most prominent financial services companies. He has been a speaker addressing insurance and financial planning at over 400 industry events and conferences. Mike is known for turning seemingly complicated concepts into easy to understand ideas.
In 2018 Michael joined Helkie Financial & Insurance as Partner and Financial Planner. He holds both Certified Financial Planner and Certified Heath Specialist designations.
Anna Stepec, CFP
In 1980 Anna entered the banking industry until 1998. She continued her personal development through various Educational Institutions such as Ryerson University, University of Toronto, Centennial College and the Institute of Canadian Bankers and was promoted to various positions within the Bank in the area of Personal Banking. In 2000 she began her own Financial Planning Practice. She is the recipient of numerous awards for excellent service, among them the prestigious “The Best of The Best”. In 2018 Anna merged her practice with Helkie Financial to better serve her clients. We are thrilled to have her on our team.
Client Services Manager
Kim brings a wealth of knowledge to the team with more than 20 years of administrative experience. She works both on Individual Insurance and Corporate Benefits. She has been with Helkie Financial since 2012 and works hard to provide excellent service to our clients.
Kim brings a refreshingly positive attitude to everything she does.
Patricia Read, FLMI, AIAA, ACS
Associate, Client Specialist
Patricia graduated from Queen’s University with an Economics degree. She worked with an Insurance and Financial Services practice for the next 24 years. Through our business acquisition, she joined Helkie Financial in 2015 as a licensed associate where she provides sales and service advice to clients.
Patricia values the relationships she has built with clients over the past 25 years and looks forward to assisting with any future insurance and investment needs you may have.
Lil Gordon, GBA
Lil Gordon is our licensed Group Benefits Associate, with over 30 years of experience in the Group Benefits and Retirement Industry. Lil is passionate about helping our Corporate Clients and their Plan Members achieve their goals. She constructs and recommends solutions that best meets their needs. Lil earned her GBA designation through the International Foundation of Employee Benefit Plans and Dalhousie University.
Margaret Bryce, CFP, CLU
Associate, Client Specialist
Margaret has worked for many years in the financial industry providing investment, lending and insurance advice. She also spent 6 years preparing comprehensive Estate and Financial Plans for individuals and business owners. As part of the Helkie Financial Team, she provides excellent sales and service support to our clients. Margaret obtained her CFP (Certified Financial Planner) and CLU (Charter Life Underwriter) designations and was a charter member of Courtice Rotary Club.
Susan brings 20 years of administrative experience to Helkie Financial. She worked in several industries prior to insurance. You will likely hear from Susan when booking appointments or making changes to your accounts.
Helkie Financial & Insurance Services Inc. is a private insurance and consulting firm for professionals, business owners, and executives. We have hundreds of clients throughout Ontario and across Canada. Our goal is to offer clients a broad range of financial, insurance, and investment solutions. We have consulted with more than 5000 professional practices and businesses.
Helkie Financial & Insurance Services Inc. has published a number of articles on topics such as retirement planning, proper insurance planning, critical illness insurance, long-term care insurance and registered education savings plans. We have presented to thousands of individuals on the importance of proper insurance and financial planning.