Helm Asset & Wealth Management

Our Mission

At Helm Asset and Wealth Management, our mission is to make financial planning easy, giving our clients the confidence to move forward in their future by adding value to their bottom line. We believe everyone deserves a roadmap to financial security and growth, and we're passionate about helping our clients achieve their financial goals.

Who We Are

Founded in 1992, Helm Asset and Wealth Management is a trusted financial planning firm based in Drumheller, Alberta. Led by Gerald Martynes, a seasoned professional with over 25 years of experience, our team combines expertise in wealth management and finance to offer personalized financial guidance to individuals, families, and business owners.

Our Values

Our core values guide us in everything we do:

• Integrity: We uphold the highest ethical standards and transparency in all our interactions.
• Client-Centricity: We prioritize your needs and goals, building customized plans tailored to your unique situation.
• Collaboration: We work in partnership with you and other trusted professionals to achieve your financial goals.
• Transparency: We believe in open communication and clear explanations about your financial plan.

Our Services

We offer a comprehensive range of financial planning and wealth management services, including:

• Financial Planning: Goal-setting, budgeting, investments, retirement planning, estate planning.
• Wealth Management: Investment portfolio management, asset allocation, tax planning and portfolio analysis.
• Estate Planning: Will writing, power of attorney, trust creation, and estate administration.
• Strategic Financial Business Services: Business succession planning, retirement plans for businesses, and employee benefits consulting.

Why Choose Helm?

Our goal is to empower you to make informed financial decisions and achieve your financial goals. We believe in providing:

• Personalized Attention: You are not just a number in our system. We take the time to understand your unique situation and goals.
• Tailored Solutions: We develop customized plans that fit your individual needs and objectives.
• Ongoing Support: We are committed to reviewing and updating your plan regularly to ensure it remains relevant and effective.
• Clear Communication: We speak plain language and provide regular updates to keep you informed.