We all make sacrifices to build wealth, and we do our best to protect our savings for our families' future. Those of us at Helm make those same sacrifies when we are planning, investing and saving for our own families' future. We understand the effort it takes and the proper planning needed to protect what you have built.
How do you make the right investment choice and prepare a solid retirement plan? Or draft an estate plan or consider if a family trust is necessary? Are the complexities of tax planning and tax-free savings stopping you from doing something today? Helm is the bridge, putting those pieces of information you have been looking for together to help you build the future you want.
How do you make the right investment choice and prepare a solid retirement plan? Or draft an estate plan or consider if a family trust is necessary? Are the complexities of tax planning and tax-free savings stopping you from doing something today? Helm is the bridge, putting those pieces of information you have been looking for together to help you build the future you want.
Services
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.
Developing an appropriate team of professionals like minded to the client for the purpose of securing the families business wealth that they have created. Assisting families and non-profit organizations in finding appropriate investment management that represents each of their individual needs. Designing governing documents to assist these clients in ensuring the asset management is accountable to one central theme.
For many families, managing their wealth is like sailing in uncharted waters. You may be the captain of your ship, but with Helm guiding you, financial planning becomes manageable and easily navigable. We will help you set a stable course. Helm doesn't sell products - we sell knowledge, guidance, and expertise.
Helm Asset and Wealth Management is a family-owned and operated financial planning firm that helps individuals and companies. We take the time to develop the right relationships with our clients. We understand your financial goals and will make, smart, responsible and trustworthy decisions with your wealth.
Our Retirement Planning Services include group and individual Registered Retirement Savings Plans (RRSPs), created to encourage Canadians to contribute tax-deductible savings and tax-deferred growth to prepare for retirement. Helms retirement planning specialists look beyond the horizon and navigate you through the choppy seas of retirement investing.
Reviews (10)
Jhoanna Baltazar
Oct 14, 2021
Report
Literally had BOTH of our vehicles towed because we didn’t have a parking permits when Ron from HOA has been taking his sweet time to give us the permits and letting us know which parking spots are ours, he can’t even get our vehicles released and expects us to pay full price on the release when they’ve taken our only transportation to work we’ve been here for a few weeks and we barely got a pdf of how parking works around here.
Dan Thorne
May 10, 2021
Report
Critical: Professionalism
Even with known-registered tenant vehicles, the HOA is quick to tow vehicles without warning if the rear view mirror tag isn’t displayed. It could be sitting on the passenger seat but they’ll still tow without even a warning. Absolutely unreasonable. Could not rate them any lower.
Even with known-registered tenant vehicles, the HOA is quick to tow vehicles without warning if the rear view mirror tag isn’t displayed. It could be sitting on the passenger seat but they’ll still tow without even a warning. Absolutely unreasonable. Could not rate them any lower.
Tia Pm
Dec 03, 2020
Report
Mike Mora
Aug 12, 2020
Report
I'm own a small residential property management brokerage and I have had the privilege of working with Alex Rochon (association manager at HELM for yacht club condos). I can tell you most HOA management companies are very poor at communication or the person on the other end of the phone is not happy to be speaking with you or happy at all to be honest. Alex is a different breed of association manger. Super patience, friendly and understanding. We had some issues with getting a front gate opened up for a move but Alex stepped up and solved the problem. Then we had to gain access to the roof and
Z. Jaquez
Jun 29, 2020
Report
Very Unprofessional Board President (Property Manager, Maggie) on site at Tangerine Terrace. She make HELM look bad. Only focus is on handing out violation but not the upkeep, complains or concerns of those living on property. She yells at the children playing outside and tenants who she comes across. Very Prideful and Nasty lady. Been here for 3 years; still have a broken front gate knob (that I have reported) Torn pool area lounge and seating chairs that were finally thrown out but never replaced. Stucco on exterior building has cracks coming into rooms and still not addressed.
Angelina Kalianda
Jul 13, 2019
Report
The email responses were a little slow. However, I give them 4 stars because the management was willing to work with me when I was behind on my HOA payments for a few months due to the change of management and I wasn't aware of it. They waived the late fees. This is unlike Prescott Companies at W. Bernardo Dr for the same situation, unwilling to waive any late charges despite the problem was partially the management transition problem. I haven't dealt with Helm for any other issues, so I can't vouch for other things.
Kay LeMenager
Jan 29, 2019
Report
The Helm Property Management is the best management company I have ever dealt with. Our HOA has been with The Helm since 2006 and they are quick to respond, organized with financial advice/management and have gotten us set up with reliable reputable and reasonable vendors. As a RE Broker I have occasion to deal with various management companies and The Helm is first rate! I have and will continue to recommend The Helm to other HOAs looking for new management.
Patrick Staight
Oct 30, 2018
Report
I've been with Helm for 8 years and have never had a problem.
They took care of everything the time the main sewer pipe flooded.
Another time I wanted to add a ceiling fan to the unit I own. I was worried running a wire through the common wall would be an issue. I was thinking about just doing it and not telling anyone. Instead, I ran it by Helm and they approved without any hassle.
They took care of everything the time the main sewer pipe flooded.
Another time I wanted to add a ceiling fan to the unit I own. I was worried running a wire through the common wall would be an issue. I was thinking about just doing it and not telling anyone. Instead, I ran it by Helm and they approved without any hassle.
Melanie Carey
Aug 12, 2017
Report
My parents have a time share property and they both passed away. It has been a nightmare dealing with Helm management to change over the new property owner's name. We live out of state and it has been no easy feat. You would think in a situation such as this, they would be happy to help, but they have proven themselves to be anything but. Multiple phone calls go unreturned. No one is available or in the office to "deal" with you. After reading other reviews about this company (none of them outstanding recently) I can't wrap my head around how companies like this can stay in business. Utterly and
Michael Ficklin
Nov 03, 2016
Report
I live at Casa De Alvarado and contacted Helm Management, who serves as the property manager for my community's HOA, and was told that regardless of the issue I'm facing, I'm not allowed to contact them because I'm not an owner. Somebody broke down a door to a public space (a laundry room) that is managed by this company. I called them and when I tried to explain the situation to the woman who took my call, she rudely interrupted and spoke over me, stating that I need to contact my property management company so they can contact the owner so the owner can contact them, a process which will take