Chris Helm, B.Comm.
Senior Wealth Advisor
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As a team leader at The Helm Team, Christopher works with hundreds of successful business owners, families, and corporations to solidify and grow their financial stature and help them reach their true goals through a prudent investment approach that focuses on safety, discipline, and long-term thinking.
Christopher's unique value proposition is his proven ability to invest like investment legends of both past and present - Lynch, Buffett, Graham, Fisher - being his biggest influences.
Beyond helping to make serious money for his clients, Christopher loves to help them build a comprehensive financial strategy that gives them true peace of mind and certainty before & after retirement.
Our Team
Daniel Helm
Investment Advisor
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Chris Helm, B.Comm.
Senior Wealth Advisor
Gary Berg, CFP®, CIM®
Financial Associate
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Ziad Al-Gkafori, B.Sc.
Client Associate
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Alicia Wu
Client Associate
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Qiangkang Yun
Client Associate
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