Wealth Management Tool: Wealth Made Simple

Helm's technology empowers you to take control of your savings, monitor your financial plan and access support on your schedule.

Our expertise qualifies us to vet great investment managers for you, provide the most intuitive online platforms and equip you with a plan specific to you.

Helm's management tools deliver financial planning intuitive to you. Within minutes you can have your investment accounts ready and convenient to you with a Certified Financial Planner to support you when needed with uncomplicated answers to your financial questions. Once you are set up, you carry on with your daily business activities and have your wealth management at your fingers tips.

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Why Choose Helm’s Asset and Wealth Management Tool’s?

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  • Get 24/7 access to your accounts and reports

  • Gives you the ability to view everything in one place at the touch of your fingers

  • Gives you the control to make changes to deposits or withdrawals and add investments at anytime

  • Save money with lower investment fees

  • It’s 100 % secure

  • It’s easy to set up and use

  • Online support and financial planning advice when you want it

  • Automatic portfolio rebalancing and reinvestment of investment distributions throughout your portfolio

  • Your the captain with full access to your investment accounts from your mobile phone with full reporting features




A few Brand Names used for the Best Returns

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WealthSimple and Wealthbar: Helping You diversify appropriately

Think of Helm’s apps as a concierge where you can gather your financial accounts under one umbrella. This tool allows you to invest in multiple ETFs across the securities exchange market to ensure you diversify your revenue sources while minimizing the financial risks.

Additionally, you can receive professional financial advice on the risks involved in each ETF, so you can choose a portfolio structure that works best for you. With an automated system, Helm keeps investing simple.

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Making Your Premium Investments a Success

Helm’s apps also provide the choice to make premium private investments part of your portfolio. Under WealthBar, upscale portfolios comprise investment options like private assets without compromising your level of returns.

With Helm's access to the best discretionary managers in North America, you can save up to 50% in fees to comparable mutual funds. Add diversification each manager builds into their portfolio's and market volatility is decreased. Combined, you have a formula for success, giving you an even better return on your investment.


Who is Our Management Tool Made For?

Helm’s WealthSimple platform:

  • Quick easy access to your accounts

  • More control over your investment accounts

  • Easy access to view everything all in one place with real-time reporting 

  • Make changes easily (personal information, deposit, withdrawals) on your own at anytime online

  • Email / phone support and strategy from a financial experts

  • Competitive fees are important to me

Helm’s WealthBar platform:

  • Quick easy access to your accounts

  • More control over your investment accounts

  • Easy access to view everything all in one place with real-time reporting  

  • Make changes easily (personal information, deposit, withdrawals) on your own at anytime online

  • Online / email / phone support and strategy from a financial expert

  • Private placement investment options provided by WealthBar’s Certified Financial Analyst teams, assessing appropriate risk levels for each client


Time to make buildING wealth SIMPLE!