Helm Financial at Raymond James Ltd.

07/25/2024

Thank you My Business Magazine for the feature article! I enjoyed discussing all the opportunity ahead and reflecting on my 20 year journey in the investment business.

JON HELM “Your Legacy is Our Priority”For Jon Helm, there is no higher calling than helping people achieve their goals. At Helm Financial, Jon and his team specialize in handcrafted wealth management solutions for discerning individuals and families throughout Canada and the United States. “I ...

07/03/2024

If you are looking to smooth out the bumps in what has been a wild investing journey the last few years, have a listen to why the time is now to explore alternatives to traditional assets. You might be surprised. As always, reach out to us if you have questions!

Listen to this episode from Wealth Connection with Jon Helm on Spotify. Unlock the secrets of alternative investments! Are you ready to take your portfolio to the next level? Join us as we delve into the world of non-traditional investment strategies that can supercharge your portfolio. Discover how...

04/10/2024

BoC interest rate announcement today!
Here’s what you need to know, click to listen

Listen to this episode from Wealth Connection with Jon Helm on Spotify. April 10 2024 Governor of the Bank of Canada Tiff Macklem made a policy announcement today - so what happened and what should we expect from here? Explore more of our insights - https://www.raymondjames.ca/helmfinancial/knowledg...

04/02/2024

What if the BoC waits too long?

What if the mortgage on your rental unit renews at these interest rates?

Is it time to sell and invest the assets into public or private real estate equities to retain and diversify exposure without the hassle?

You don’t have to figure this out alone.
Reach out to me today. I won’t bite.
I’m here to help.

The strength of Raymond James is reflected in both these ongoing accomplishments and in the consistent recognition we receive from our industry and our peers.

04/01/2024

Tune in and listen as I explore the question - where will rates go?!

Listen to this episode from Wealth Connection with Jon Helm on Spotify. Let's take a look at the housing market in Canada, specifically how interest rate hikes have put pressure on affordability, adding to inflation pressures. If the Bank of Canada were to cut policy rates, would that: - Drive up pr...

02/14/2024

Proud to be with a firm that is laser focused on the client experience. Checkout my discussion with EVP & Head of Wealth Management at Raymond James - Scott Hudson

Listen to this episode from Wealth Connection with Jon Helm on Spotify. Join Scott Hudson, Executive Vice President, Head of Wealth Management, Private Client Group, Raymond James Ltd, as he and Jon discuss the landscape of options for clients and advisors searching for a home for their assets. Expl...

02/13/2024

Hey investors! Ever wondered why so many folks team up with a financial advisor? It’s not just about number crunching—it’s about having a money maestro in your corner to guide you through life’s financial rollercoaster! From keeping you focused on your financial goals to providing a shoulder to lean on during economic storms, these money mentors are the unsung heroes of personal finance.

Whether you’re handing over the reins for your investment decisions or simply seeking a trusted confidant to bounce ideas off, the coaches in your corner for wealth management are financial advisors! Sure, there are fees involved, but we firmly believe that the best investment you can make in your financial future is the invaluable expertise and support of a knowledgeable advisor by your side. After all, it’s not just about the dollars and cents—it’s about securing your peace of mind and financial well-being for a lifetime.

So, next time you’re pondering where to allocate your hard-earned cash, consider the lifelong value of having a savvy financial advisor at your service. It’s an expense that can pay for itself tenfold in the long run!

02/08/2024

Is your retirement plan on track? Assessing your readiness involves considering key factors such as savings rate, investment portfolio allocations, variable costs like healthcare, and lifestyle goals. Connect with us to break down the essential elements for a secure retirement!

02/07/2024

Dreaming of real estate investments but don’t have the capital for a multi-family property? There are other ways to have exposure to these tangible assets. Real Estate Investment Trusts (REITs) might be your ticket to the property game! Discover how you can dip your toes into the real estate market and potentially earn passive income through REITs.

02/06/2024

Rise and grind! Remember, success doesn’t come from what you do occasionally, but from what you do consistently.

02/05/2024

Don’t let retirement planning pitfalls trip you up! Learn how to avoid common errors and set yourself up for financial freedom in your golden years.

02/02/2024

Happy Friday, everyone! As we gear up for the weekend, let's keep Benjamin Franklin's wise words in mind. Whether you're planning a getaway or just enjoying some downtime, remember that even small financial decisions can have a big impact. Here's to smart spending and a weekend filled with possibility! 💼✈️