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Work Background
Wealth Connection PodcastHost
Jun. 2023I'm joined by guests from across industry to delve into market history, provide financial education, and generally pontificate about what is going on and what could happen in financial markets.
Available only on Spotify.
Raymond James Ltd.Senior Wealth Advisor
Nov. 2022Victoria, British Columbia, CanadaContact me today to work with a team that will be here for you throughout your retirement!
Visit www.helmfinancial.ca to see how we can partner together
Sun LifeAdvisor
Nov. 2018 - Oct. 2022Victoria, British Columbia
J.W. Helm Financial Services Ltd.Owner
Nov. 2018 - Oct. 2022Victoria, British Columbia
Sun Life Global InvestmentsDirector of Wealth Sales
Aug. 2015 - Nov. 2018Vancouver & Victoria, Canada AreaPartnering with IIROC, MFDA, and MGA Investment Advisors on Vancouver Island, Sunshine Coast, North & West Vancouver and the Metro Vancouver Region by developing a thorough understanding of their investment, business development, and service needs. Maintaining regular contact with Investment Advisors through one-on-one meetings, branch presentations, and national conferences.
Delivering actionable working tools including portfolio analysis and proposals, portfolio management investment expertise, and client education seminars such as tax planning, retirement planning, risk management, and estate planning.
Assisting Investment Advisors in identifying the investment solutions primarily available through Sun Life Global Investment's management teams:
• Sun Life Granite Managed Portfolios - lead manager Sadig Adatia.
• Sun Life MFS Investments in Boston
• Sun Life GIF Solutions (seg funds)
• Sun Life Milestone Funds (Guaranteed Maturity Value products)
• Sun Life Payout Annuities
We also provide investment expertise through sub-advisory relationships with:
• Franklin Templeton Institutional
• Invesco
• BlackRock
• Beutel Goodman Investment Counsel
• Schroders
• Dynamic Funds
• RBC GAM
• Sentry Investments
• BridgeHouse Asset Managers Through the enormous resources provided by Sun Life Financial we at SLGI are a rare growth story within the Canadian wealth management industry and we are working hard to earn your trust and exceed expectations C: 250-415-6046
E: Jonathan.helm@sunlife.com Life's Brighter Under The Sun
Franklin Templeton InvestmentsVice President, Senior Advisor Consultant
Nov. 2013 - Aug. 2015Victoria, British ColumbiaPartnering with IIROC and MFDA Investment Advisors on Vancouver Island and the Greater Vancouver Region by developing a thorough understanding of their investment, business development, and service needs. Maintaining regular contact with Investment Advisors through one-on-one meetings, branch presentations, and national conferences.
Delivering actionable working tools including portfolio analysis and proposals, Portfolio Management investment expertise, and client education seminars such as tax planning, retirement planning, risk management, and estate planning.
Assisting Investment Advisors in identifying the investment solutions available through Franklin Templeton’s distinct multi-manager structure that combines the specialized expertise of four world-class investment management groups:
• Franklin Resources Inc.
• Templeton Investments
• Franklin Mutual Series
• Franklin Bissett Investment Management Inc.
We also provide investment expertise through:
• Franklin Templeton Multi-Asset Strategies
• Franklin Templeton Offshore
• Fiduciary Trust Company of Canada C: 250-588-7288
E: Jon.helm@franklintempleton.ca
Franklin Templeton InvestmentsSenior Advisor Consultant
Feb. 2013 - Nov. 2013Victoria, BC
Community Micro Lending SocietyDirector
Sep. 2011 - Aug. 2012Victoria, BCCommunity Micro Lending facilitates loans between lenders and entrepreneurs in the Greater Victoria community. We walk with potential entrepreneurs through our simple application process, which includes the development of a business plan, a credit check, and a criminal record check. Our loan committee then meets with potential entprepreneurs to hear a short presentation and ask questions. If your loan is approved, we post your profile on our Entrepreneur Profile page and your loan is filled by people in the local community. Entrepreneurs are selected based on need and a good idea rather than experience, collateral, or a complete business plan. As part of the loan process, entrepreneurs participate regularly in our mentors-entrepreneurs community, receive help developing and implementing a business plan, take part in finanical literacy training, and are matched with a with a team of mentors. Duties included Chair of Audit & Finance Committee
http://www.communitymicrolending.ca/
Franklin Templeton InvestmentsRegional Sales Manager
Apr. 2011 - Feb. 2013Victoria, BC
RBC Wealth ManagementInvestment & Retirement Planner
May. 2010 - Apr. 2011Assist clients primarily referred from RBC partners with financial planning and portfolio construction. The role focuses on new clients to RBC and assisting in transitioning their investment assets to a trusted advisor within the RBC group of companies.
Regina Warehouse Business Improvement DistrictDirector
Jan. 2009 - May. 2010•Director representing the community views on direction of the Warehouse District •Assist with visioning process to establish short and long term goals for the Warehouse District and building the execution strategy for those goals
RBC Wealth ManagementFinancial Planner
Jun. 2008 - May. 2010Managed a portfolio of client's equity and debt investments with AUM of approximately $75M. Through retention, consolidation, and new client prospecting I brought in over $5M in net new assets to RBC during this period. Client focus on goals based financial planning and investment management for 200 client households.
RBC Dominion SecuritiesInvestment Advisor
Jun. 2007 - Jun. 2008
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