Why Choose Us
Whoever sows sparingly will also reap sparingly, and whoever sows bountifully will also reap bountifully.
We provide a family office approach to 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.
Our Mission
To make financial planning easy, giving our clients the confidence to move forward in their future by adding value to their bottom line.
“A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty. ”
What We do
We listen
Find the solutions that best fit your plan
Presents solutions that stay current with your life stages
Review and monitor your plan with you, ensuring any course corrections when needed.
Your the captain of your future and Helm provides you with the charts to navigate safely
Company Founder: gerald Martynes
Gerald Martynes has over 25 years of experience in wealth management and finance. He holds a background in Finance, Business Economics and a CFP designation; he is a firm believer in creating a tailored service for his clients. His company, Helm, endeavours to approach financial planning with integrity and impartiality.
Gerald strongly believes in contributing to the positive progress of his community. He is an active board member of the Drumheller Housing Association, helping manage provincial and municipal subsidized housing for its residents.
Over the years, Gerald has received recognition for his dedication to providing exceptional financial services. He has accepted several honours and awards for his achievements in the financial industry. Before building Helm Asset and Wealth Management Inc., he was named Financial Planner of the Year and the President's Elite by one of Canada's largest financial planning firms.
Happy Clients
“Gerald is a solid, highly skilled, client-focused financial professional with a deep sense of integrity. He makes himself available to his clients, promptly returning calls or answering emails. He is calm and grounded in his approach and he knows his business. I have appreciated his advice and his management of my investments with the goals to minimize risk and optimize returns. My sense has always been that he has my best interests top of mind and he is a trusted partner. The financial marketplace is complex and full of uncertainty and there are no guarantees no matter where you go. However, it is so important to have someone in your corner that is skilled, accessible, and doing their level best to deliver results to safeguard your financial future and grow your portfolio.
I recognize that I have given him a glowing review, however this is not something that I do lightly, it is, in fact, my objective assessment, based on the 20 years I have been his client.”
“We have had the opportunity to work with Gerald from Helm in dealing with our family estate. His advisement has been well informed and professional in dealing with business, finance and strategic planning. We would use again and recommend!”