Wealth Management Tool: Wealth Made Simple

There are plenty of options to make your money work for you. For those currently investing and have accrued some wealth, or working towards a degree and want to start saving. Helm's mobile apps (WealthSimple and WealthBar) empower our investors to take control of their investing, monitor their financial plan and talk to support online on their schedule.

Helm Asset and Wealth Management Inc. is a leading company in the financial planning industry.

Through our experience in vetting asset management firms and preparing tailored planning, we collaborate with our clients to outline investment strategies and financial objectives. The best part of our wealth management tools are how easy they are to use. Giving you account control with realtime reporting when you want it and leveraging full access to our financial planning services. 

Our reliable money management services through our online management tool make your financial planning an effortless procedure. Within minutes our short and easy process can have your investment accounts registered and activated. Allowing you to consult with your CFP at Helm to ensure you get all the support you need with simple answers to your financial planning questions. From there, you can then 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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Here are just a few benefits:

  • 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.

We have mentioned that you can save on fees using our tools. But how much are you saving? Well, with our platforms ETF portfolios, you save up to 50% in costs to comparable mutual funds; to give you an idea. Add in some diversification to bring down the volatility in the market and you have a formula for success giving you an even better return on your investment.


Who is Our WealthSimple / Wealth Bar Management Tool Made For?

Not sure how hands-on you want to be and want to know if this tool is right for you? 

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 it simple to build your wealth!