Jim Helkie

Jim Helkie founded Helkie Financial & Insurance Services Inc. (Helkie Financial) in 2000 and has been in the Financial Services industry since 1995. He is a member of many industry associations including the Advocis and The Conference for Advanced Life Underwriting (CALU). He has contributed many articles on financial planning to local and national news media.

Jim is a graduate of Union College in New York State with a degree in Economics. In addition, he graduated from the University of Windsor with a degree in Business Administration. Jim is committed to providing clients with products and services that best meet their needs. He takes time to get to know his clients and their priorities.

Any activity in relation to my title as Founding Partner of Helkie Financial, is related to my insurance business only and is not the business of/or under the supervision of Quadrus Investment Services Ltd.