Jessi Helm, CIM, FCSI


18 September 1970

Jessi joined Beutel Goodman in 2018 and has over 15 years of experience within the financial services industry. She is responsible for client service and business development activities for Beutel Goodman’s SMA and mutual fund strategies in central western Canada. Jessi began her career in equity capital markets at Macquarie Bank and later moved into institutional sales where she became an Institutional Equity Sales Trader for Wellington West Capital Markets and CIBC World Markets. Most recently, Jessi was an Officer and Vice President of Investor Relations and Corporate Communications for several publicly listed Canadian mining companies. In these roles, she developed deep expertise in client service and business development. Jessi is a graduate of the University of Waterloo and is a Fellow of the Canadian Securities Institute. She also holds a Chartered Investment Manager (CIM) designation and is a Level 2 candidate in the CFA Program.