Why Choose Us
Whoever sows sparingly will also reap sparingly, and whoever sows bountifully will also reap bountifully.
We provide a family office approach joining the management of your financial affairs to your family's integrity.
Since 1992, we have made an effort to help protect the wealth of families, entrepreneurs and non-profit organizations. We actively work with our client's accounting, legal and investment management firms to complement their principles. We bridge the gap for all the expertise required when managing your assets and growing your wealth. We work with you directly, in your business, family and futures successes doing our best to keep you sailing smoothly ahead. We are your advocate, ensuring your plan stays the course.
To guide families and businesses through life's successes and challenges with integrity, assisting them in governing their wealth through appropriate professional networks that add value to the bottom line.
What We do
We help define and implement governance policy to centralize the objectives of our clients personal, business and estate/trust planning
We work closely in educating families and helping them understand the different directions and options available to them when it comes to managing their assets and planning for the future
We monitor portfolio managers and their investment policy statements to ensure clear and transparent reporting. We accomplish this by:
Auditing regularly, keeping each investment firm accountable to our clients
Addressing crossover of strategies or excess exposure risk when using several investment firms
Ensuring each of the firms we work with represent our clients in a manner that coordinates the overall plan.
Meet The owner gerald Martynes
Steering Helm Asset & Wealth Management on a successful course is owner Gerald Martynes. With over 25 years of experience in the personal wealth management and finance industry, Gerald is the ideal captain Helm. With a background in Finance and Business Economics and then earned his CFP designation he built Helm Asset and Wealth Management into the strong support network it is today. A firm believer in a tailored service to his clients, Helm endeavours to approach financial planning with integrity and impartiality.
As the owner of Helm, Gerald has helped many families create cash flow strategies, plan capital and debt management for their businesses, and facilitate tax analysis and estate planning. His extensive network of legal and accounting professionals enables Gerald to steer each family's financial ship into a port ideally suited for their needs and investment goals.
He believes strongly in community and achieving personal success. As an active board member of the Drumheller Housing Association, Gerald helps manage provincial and municipal subsidized housing for its residents. Gerald is active in supporting social services aimed at improving opportunities for children through education and life skills training.
Gerald holds several honours and awards for his achievements in the financial industry. Prior to building Helm Asset and Wealth Management Inc., he was named Financial Planner of the Year by IG Wealth Management, as well as named to their President's Elite. He is a Certified Financial Planner, as per the standards of the Financial Planning Standards Council and an Advocis member.