- Why Helium?
- Low Fee Advantage
- Tax Efficiency
- Our Mission
- Proven Strategy
- Services
- Personal Investing
- Portfolio Review
- Products
- Our Portoflios
- Account Types
- The Funds
Personal Investing
Starting early and getting good advice is paramount to your financial success. That's why at Helium Investments we believe in a continuous cycle of getting advice, setting your goals, reaching them and repeat.
What's your reason for investing?
Check all that apply.
Building my retirement fund
Saving for a house
A major purchase or rennovations
A rainy day fund
Begnning to save
Check all that apply.
Building my retirement fund
Saving for a house
A major purchase or rennovations
A rainy day fund
Begnning to save
What's your income?
$0 - $25,000
$50,000
$75,000
$100,000
$200,000
More than $200,000
$0 - $25,000
$50,000
$75,000
$100,000
$200,000
More than $200,000
What's your networth?
Your networth is your assets; bank accounts, cars and valubles minus your liabilities like credit cards and loans.
$0 - $25,000
$50,000
$100,000
$200,000
$500,000
More than $500,000
Your networth is your assets; bank accounts, cars and valubles minus your liabilities like credit cards and loans.
$0 - $25,000
$50,000
$100,000
$200,000
$500,000
More than $500,000
How much debt do you have?
Include your credit cards, lines of credit, loans and other debt. Exclude your primary residence.
$0 - $25,000
$50,000
$100,000
$200,000
$500,000
Include your credit cards, lines of credit, loans and other debt. Exclude your primary residence.
$0 - $25,000
$50,000
$100,000
$200,000
$500,000
What's your status?
Single
Married
Common Law
Divorced or Widowed
Other
Single
Married
Common Law
Divorced or Widowed
Other
Are you employed?
Employed
Unemployed
Self-Employed
Retired
Student
Employed
Unemployed
Self-Employed
Retired
Student
If you were on a TV Gameshow which would you choose?
100% chance at $1,000
50% chance at $5,000
25% chance at $10,000
10% chance at $25,000
100% chance at $1,000
50% chance at $5,000
25% chance at $10,000
10% chance at $25,000
If you were going on vacation and you just lost your job, you would?
Put the vacation off
Go on a shorter vacation
Go on the vacation as planned
Extend the vacation
Put the vacation off
Go on a shorter vacation
Go on the vacation as planned
Extend the vacation
How much financial risk are you looking to tolerate?
I don't want any financial risk
I am fine with very low financial risk
I am fine with moderate finanical risk
I'm comfortable with any kind of financial risk
I don't want any financial risk
I am fine with very low financial risk
I am fine with moderate finanical risk
I'm comfortable with any kind of financial risk
If you needed $2,000 tomorrow, what would you do?
Ask a friend or family member to borrow it
Withdraw it from my retirement savings
Withdraw it from my basic savings
It's available in my checking or wallet
Ask a friend or family member to borrow it
Withdraw it from my retirement savings
Withdraw it from my basic savings
It's available in my checking or wallet
How much do you know about investing?
Nothing really
The basics like compound interest
A good amount, Options, Margin and Fixed Income
Everything from Forex to IPO's and trade actively
Nothing really
The basics like compound interest
A good amount, Options, Margin and Fixed Income
Everything from Forex to IPO's and trade actively
What account types would you like?
Select all that apply. Accounts may already be selected based on your savings goals
Rollover IRA
Traditional IRA
Roth IRA
Unregistered
Select all that apply. Accounts may already be selected based on your savings goals
Rollover IRAMoving an old 401(k) or 403(b) into a new IRA may lower your fees and give you greater control over your financial future.
Traditional IRASave for your retirement with tax-deductible contributions and tax-deferred growth potential.
Roth IRA
Save for retirement with valuable tax advantages, including the ability to withdraw contributions at any time tax and penalty-free.
Unregistered
Save for rainy days with a regular unregistered account.
Start investing today
Let's build your financial future