About

Jim Helkie, CFP, RHU, CSA

Founding Partner
Investment Representative

Phone: 416-756-8672
E-mail: jim@helkiefinancial.com

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.

Any activity in relation to my title as Founding Partner of Helkie Financial, is related to my insurance business only and is not the business of/or under the supervision of Quadrus Investment Services Ltd.

Mike Suska, CFP, CHS

Partner
Investment Representative

Phone: 416-756-8655
E-mail: mike@helkiefinancial.com

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
Investment Representative

Advisor

Phone: 416-756-8691
E-mail: anna@helkiefinancial.com

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

Phone: 416-756-8676
E-mail: craig@helkiefinancial.com

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.

Kim Munro

Associate, Business Services Specialist

Phone: 416-756-8650
E-mail: kim@helkiefinancial.com

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.

Seeta Persaud

Group Benefits Coordinator

Phone: 416 756 8490
E-mail: seeta@helkiefinancial.com

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’.