Investment Services

Our investment network is close to the heart of what we do here at Helm. Navigating you through tough financial decisions that involve risk, wealth management and the future of your retirement savings is our specialty. At Helm, as testified by our clients, we build our relationships with our clients by listening. Ensuring you receive a realistic financial plan and portfolio manager who will create a modest portfolio that gets you where you need to be. Our extensive range of financial services is client-focused with you at the Helm; we are here to guide you.


Portfolio Management

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You are at the Helm of your retirement and wealth management; we give you the expertise and knowledge of our advisor network to help you sail through any rough waters. We ensure that the firms we bring to the table recommend portfolios best suited to you based on your input. You may want to be more hands-on and refine the portfolio selection at your discretion, that’s great! Our network of discretionary firms will review your choices and highlight any possible conflicts with risk tolerance, time horizon, and so on. Helm makes investing simple, as it should be.


Retirement Planning and Tax-Free Savings.

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When you prepare for retirement, you must save money and then invest it. Most savings accounts do not yield enough on their own to build a reliable and robust retirement portfolio. Tax saving strategies and reinvesting those savings can often get you closer to your goals faster. That is why tax-free savings accounts and other retirement planning are only some of the tools that you can use at Helm as investment strategies.

Planning involves risk management and wealth-building to achieve your goals. Coming to that decision requires the help of a qualified Certified Financial Planner, who can assess your risk, examine your investment options and other vital factors to determine the success of a plan. Helms investment network can guide you through the choppy waters and set sail on a retirement plan that is laser-focused on the bright, sunny horizon. At Helm, you are the captain, and we are here to help you navigate the seas of investing and risk management with precision and ease.

Helms services help determine what's most appropriate for your portfolio. Stock or bonds? Tax-free Savings Account or Registered Retirement Savings Account? We can help you maximize your tax-free savings potential and share the knowledge needed to keep you informed every step of the journey.


GIC's, Mutual Funds, etf’s, stocks, bonds and More.

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Guaranteed Investment Certificate (GIC’s), mutual funds, ETF’s, stocks and bonds are excellent sources for investing. Thanks to our network, there are teams of managers from around the world that can provide proper diversification options to limit your risk and maximize your opportunities. Each firm Helm uses determines and then tailors your investment needs and creates your own Investment Policy Statement. Ensuring that everything that goes into your own portfolio works within the parameters you have requested. Then automatically, these firms rebalance your portfolio when needed, whether you are at work knee deep in what you do best or vacationing in some other country. Your portfolio manager is doing what they need to do to keep your portfolio health optimized. Our network provides a wide range of options to diversify your portfolio and reach its maximum earning potential.


What Our Customers Are Saying

Our track record speaks for itself. When looking to invest your money into solutions that are custom-tailored to your specific needs and goals, you must set sail on a partnership with Helm. Our investment manager network rides the high and low tides of wealth management better than most. We live here, work here and invest here. We understand the needs of the Drumheller, Alberta region better than others.

It’s been great working with Helm to get me started in the right direction when it comes to investing my money. I have seen great return, but even better, I feel supported every step of the way.
— Christine Reyes, Customer

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