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 Fitzsimmons, 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, where she remained 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.
Craig Donovan, GBA, RHU
Director Group Benefits
Craig began his career in Financial Services in 1988 with one of Canada’s largest insurance companies upon graduating from Cornell University with a degree in Applied Economics and Business Management. For 33 years he led successful teams in the sales and service of corporate benefit plans to thousands of Canadian businesses and individual health plans to self-employed and retiring Canadians.
In May of 2021, Craig brought his expertise in the Canadian group benefits marketplace to Helkie Financial helping us provide our clients with the information they need to make the most informed decisions related to their benefit needs.
Associate, Business Services Specialist
Kim brings a wealth of knowledge to the team with more than 25 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.
Product Support Specialist
Allison graduated from the University of Toronto with a Bachelor of Arts. As well, she studied abroad for a year in Seoul, South Korea at Yonsei University in the Korean language program. After completing her studies, she worked at several financial institutions, including TD Canada Trust for a number of years.
Since joining Helkie Financial and Insurance Services in 2020, Allison has been servicing our individual insurance clients, as well as our Corporate Benefits division. She thrives on change and is a strong believer in providing amazing customer service with a smile. She likes to anticipate what our clients need while assisting them and genuinely loves building relationships with them at the same time. Allison is always keen to assist our clients in a courteous and timely manner and finds it most rewarding when she has a happy client!
Associate, Client Specialist
Brody is a licensed Life Insurance Specialist with 6 years’ of customer service experience, including 3 years of experience in financial services. Brody joined Helkie Financial in 2021 as a licensed associate where he provides sales and service advice to clients. Brody has a passion for assisting clients and looks forward to helping with any future insurance and investment needs you may have.
Associate, Client Specialist
Phone: 416 756 8662
Ellahe brings a wealth of experience to the Helkie team from her past positions, including Financial Service Associate, Life Insurance & Benefit Advisor, and Financial Advisor support. Ellahe is experienced in providing exceptional insurance and banking services and providing administrative and client support. Ellahe enjoys working closely with her Financial Advisors and other team members to assist clients in achieving their financial objectives.
Ellahe holds a BA from the University of Iran and has a Diploma in Business Administration from Seneca College. In addition, Ellahe is Life Licensed in the Province of Ontario, and holds a Charted Life Underwriter (CLU) and Certified Health Specialist (CHS) designations.
Phone: 416 756 8492
Seeta joined Helkie Financial and Insurance Services in early 2021. She comes from a background rich with client service experience and this is apparent in the passion she emits in our office every day. With her 8-year tenure in customer service roles Seeta aims to meet our clients needs through her willingness to assist. In her efforts to expand her knowledge of investments and insurances, Seeta is working towards her LLQP. As an integral part of the Helkie team, Seeta looks forward to using her knowledge and experience to reflect Helkie Financials’ goal in ‘protecting what matters to you the most’.
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.