Christopher Helm

Judge
DISC Type : Dc

Investment Advisor at CIBC Wood Gundy

Vancouver, British Columbia, Canada

Overview

As a team leader with The Helm Team at CIBC Wood Gundy, Christopher manages nearly $300 million in assets. A UBC Sauder School of Business graduate, his investment approach is uniquely modeled after legends like Buffett and Graham, emphasizing safety, discipline, and long-term thinking for his clients.

Christopher focuses on personal growth, exploring concepts like resilience, work-life balance, and controlling ones attention to shape ones life. He is a strong advocate for daily meditation, viewing it as a powerful tool for managing stress and improving decision-making.

His unique value proposition is his proven ability to invest like legendary figures such as Lynch, Buffett, and Graham.

Personality Overview

Features Driven

Generally Skeptic

Demanding

They like to stay in control of the negotiation or defining of the terms.  They prefer to move quickly, and expect the same from others. They respond better to strong and respectful interactions.

Topics They Care About

Legend-based Investing
His investment philosophy is explicitly modeled after legends like Warren Buffett, Peter Lynch, and Benjamin Graham, focusing on a prudent, long-term approach.
Holistic Financial Strategy
He focuses on building comprehensive financial strategies for clients that provide "true peace of mind and certainty, " going beyond simple investment management.
Mindfulness & Decision-Making
He is a proponent of daily meditation, believing it has changed his life and is a key tool for managing stress and making better decisions.

Media Appearances

Christopher has no verified media appearances

Work History

11-2010
Investment Advisor at CIBC Wood Gundy
1-2009 - 10-2010
Real Estate Appraiser at BC Assessment

Education

2004 - 2008
Bachelor of Commerce from UBC Sauder School of Business

More Information

Social Presence :

Prographics :

Exp : 16 Location : Vancouver, British Columbia, Canada Job Level : N/A Designation : Investment Advisor at CIBC Wood Gundy
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Insights For Selling To Christopher

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • Refer to testimonials from well-known industry leaders
  • Hold your ground without indulging in one-upmanship

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don’t take too much time in sending them information if they ask for any
  • Don't try too hard to forge relationships with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Christopher is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Christopher

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Christopher move?

  • If convinced, they can reach decisions quite fast.
  • Can Christopher take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Christopher

Personality Compatibility


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