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Helm FinancialFinancial advisor in Victoria, BC

Helm Financial is a financial advisor at 1175 Douglas St 10th Floor, Victoria, BC V8W 2E1, ranked #11 of 97 financial advisors in Victoria and rated 5.0 from 26 Google reviews. Open Monday and Tuesday and Thursday and Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Victoria, BCUpdated 0 paid placements in any rankingHow we rank

Call (250) 405-2459Website ↗

Key facts

Key facts about Helm Financial
Address1175 Douglas St 10th Floor, Victoria, BC V8W 2E1Get directions
Phone(250) 405-2459
Websiteraymondjames.ca
HoursMonday and Tuesday: 8 AM – 4 PM; Thursday and Friday: 8 AM – 4 PM
Google rating5.0 from 26 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Victoria and 4 towns within 40 km: Oak Bay, Colwood, Langford and North Saanich.

Based in Victoria, BCView on map

Opening hours

Opening hours for Helm Financial
DayHours
Monday8 AM – 4 PM
Tuesday8 AM – 4 PM
WednesdayClosed
Thursday8 AM – 4 PM
Friday8 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Helm Financial

How is Helm Financial ranked in Victoria?

Helm Financial is ranked #11 of 97 financial advisors in Victoria by RFA Score, with 72 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Helm Financial’s hours?

Helm Financial is open Monday and Tuesday and Thursday and Friday. Its listed hours are Monday and Tuesday, 8 AM – 4 PM; Thursday and Friday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Helm Financial serve?

Serves Victoria and 4 towns within 40 km: Oak Bay, Colwood, Langford and North Saanich. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Helm Financial?

Helm Financial has a rating of 5.0 from 26 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Helm Financial?

Call Helm Financial on (250) 405-2459. The business is at 1175 Douglas St 10th Floor, Victoria, BC V8W 2E1. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Helm Financial compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Helm Financial (this business)—725.0 (26)NoNo
Brad Wigard Financial Solutions#9735.0 (48)NoNo10.4 km
Jennifer Thompson Money Coach#10724.9 (28)YesNo0.7 km
Heart Wealth Management Group of Raymond James Ltd.#12725.0 (25)NoNo0.0 km

See all 97 ranked financial advisors in Victoria