About
Jim Helkie, CFP, CHS
Founding Partner
Investment Representative
Phone: 416-756-8672
E-mail: jim@helkiefinancial.com
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.
Mike Suska, CFP, CHS
Partner
Investment Representative
Phone: 416-756-8655
E-mail: mike@helkiefinancial.com
Since graduating the University of Waterloo in 1996, Mike has developed and distributed insurance products for some of the country’s most prominent financial services companies. He has been a speaker addressing insurance and financial planning at over 400 industry events and conferences. Mike is known for turning seemingly complicated concepts into easy to understand ideas.
In 2018 Michael joined Helkie Financial & Insurance as Partner and Financial Planner. He holds both Certified Financial Planner and Certified Heath Specialist designations.
Anna Stepec, CFP
Investment Representative
Advisor
Phone: 416-756-8691
E-mail: anna@helkiefinancial.com
In 1980, Anna entered the banking industry, where she remained until 1998. She continued her personal development through various educational institutions such as Ryerson University, University of Toronto, Centennial College and the Institute of Canadian Bankers and was promoted to various positions within the Bank in the area of Personal Banking. In 2000 she began her own financial planning practice. She is the recipient of numerous awards for excellent service, among them the prestigious “The Best of The Best”. In 2018, Anna merged her practice with Helkie Financial to better serve her clients. We are thrilled to have her on our team.
Craig Donovan, GBA, RHU
Director Group Benefits
Phone: 416-756-8676
E-mail: craig@helkiefinancial.com
Craig began his career in Financial Services in 1988 with one of Canada’s largest insurance companies upon graduating from Cornell University with a degree in Applied Economics and Business Management. For 33 years he led successful teams in the sales and service of corporate benefit plans to thousands of Canadian businesses and individual health plans to self-employed and retiring Canadians.
In May of 2021, Craig brought his expertise in the Canadian group benefits marketplace to Helkie Financial helping us provide our clients with the information they need to make the most informed decisions related to their benefit needs.
Kim Munro
Associate, Business Services Specialist
Phone: 416-756-8650
E-mail: kim@helkiefinancial.com
Kim brings a wealth of knowledge to the team with more than 25 years of administrative experience. She works both on Individual Insurance and Corporate Benefits. She has been with Helkie Financial since 2012 and works hard to provide excellent service to our clients.
Kim brings a refreshingly positive attitude to everything she does.
Seeta Persaud
Group Benefits Coordinator
Phone: 416 756 8490
E-mail: seeta@helkiefinancial.com
Seeta has joined Helkie Financial and Insurance Services in early 2021. She brings with her a wealth of client service experience, which is evident in the enthusiasm she brings to our office every day. With her 10-year tenure in customer service roles, Seeta is dedicated to meeting our clients' needs through her willingness to assist. As a valuable member of the Helkie team, Seeta is excited to utilize her knowledge and expertise to uphold Helkie Financial's mission of "protecting what matters to you the most."
Ray Meyer
Insurance Advisor
Phone: 416-756-8682
E-mail: ray@helkiefinancial.com
Ray graduated from St. Jerome’s College, University of Waterloo with a BA. Ray briefly taught high school Geography and then managed shoe stores for Mahar Shoes before entering the insurance industry in 1974. He has just completed his 50th year as an insurance and investment advisor. In 2023 he amalgamated his business with Helkie Financial
Our Company
Helkie Financial & Insurance Services Inc. is a private insurance and consulting firm for professionals, business owners, and executives. We have hundreds of clients throughout Ontario and across Canada. Our goal is to offer clients a broad range of financial, insurance, and investment solutions. We have consulted with more than 5000 professional practices and businesses.
Helkie Financial & Insurance Services Inc. has published a number of articles on topics such as retirement planning, proper insurance planning, critical illness insurance, long-term care insurance and registered education savings plans. We have presented to thousands of individuals on the importance of proper insurance and financial planning.
