Business Details
22 Years
experience
Your Trusted Partner for Financial Planning Solutions
Founded in 2004, Connect Wealth has been guiding individuals, families, and businesses toward their financial goals for over two decades. Our team of certified financial planners and advisors brings extensive industry experience, combining technical expertise with personalized strategies tailored to each client's unique circumstances. We prioritize fiduciary responsibility, ensuring every recommendation aligns with clients' values and long-term objectives. Through innovative tools like our proprietary My Financial Future software, we simplify complex financial concepts while maintaining transparency in all client interactions.Our commitment to ongoing education ensures clients receive up-to-date guidance on tax optimization, estate planning, retirement strategies, and risk management. With offices in Surrey, BC and clients across Canada, we've built our reputation on referrals through consistent delivery of value-driven financial solutions.
Services
Financial Planning
Tax Planning
Estate Planning
Retirement Planning
Risk Management
Business Succession Planning
Group Retirement Plans
Details
- Year established: 2004
Highlights and features
- We operate as fiduciaries committed to aligning wealth with client values
- We manage wealth cost-effectively while maximizing value for clients
- We simplify complex financial concepts through proprietary planning tools
- Our team includes certified financial planners with specialized expertise
- We provide ongoing financial education through our monthly Money Minute newsletter
What people say
Personalized strategies
Deep expertise
Clear communication
Proactive planning
Ongoing support
Services
Financial Planning
Our personalized financial planning services create customized roadmaps aligned with client objectives. We analyze current financial status, future goals, and risk tolerance to develop comprehensive strategies. With ongoing support and regular reviews, we help clients navigate changing life circumstances while maintaining tax efficiency and long-term growth potential.
Tax Planning
We develop strategic tax planning solutions that minimize liabilities while maximizing savings opportunities. Our approach considers both personal and business tax implications, leveraging legal deductions and credits. We help clients structure their finances for optimal tax efficiency across all stages of wealth accumulation and distribution.
Estate Planning
Our estate planning services protect assets and ensure proper distribution according to client wishes. We coordinate wills, trusts, and insurance solutions to facilitate smooth wealth transfer while minimizing tax burdens. The plans address both immediate family needs and long-term generational wealth preservation.
Retirement Planning
We create customized retirement plans that ensure financial security throughout retirement years. Our approach considers income requirements, government benefits, and investment strategies. We help clients determine optimal savings rates, withdrawal strategies, and pension optimization techniques tailored to their specific circumstances.
Group Retirement Plans
We design employer-sponsored retirement plans that attract and retain talent while supporting employees' financial futures. Our solutions include pension plan administration, group RRSP programs, and customized education sessions. We help businesses implement cost-effective retirement benefits that meet regulatory requirements and organizational goals.
People
Vince Olfert
Founder, Financial Advisor
MBA, CIM, CFP certified financial planner with expertise in business wealth management. Featured in Advisors Edge magazine for pension planning innovations. Committed to simplifying complex financial concepts for clients.
Mike Erickson
Financial Advisor
Qualified Associate Financial Planner with focus on group retirement solutions. Holds LLQP and QAFP designations. Specializes in helping businesses implement retirement plans while balancing personal client needs.
Cassandra San
Financial Advisor
Certified Financial Planner offering holistic financial guidance. University of Idaho graduate with focus on accessible financial advice. Specializes in creating tailored solutions for families and individuals.
Joey San
Financial Advisor
Experienced risk management specialist with Life and Segregated Funds License. 30+ years in financial planning, focusing on estate protection and transition strategies for business owners and families.
Suzanne Jacob
Financial Advisor
Former executive with 20 years management experience in insurance industry. Transitioned to financial advising to help clients build security nets while mentoring young entrepreneurs in community initiatives.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including budgeting, retirement planning, tax optimization, estate planning, and investment management for individuals and businesses.
How are your fees structured?
Our fees are transparent and tailored to client needs, including hourly rates, flat fees, and asset-under-management percentages to suit different planning requirements.
What makes your firm unique?
We combine fiduciary responsibility with proprietary planning tools and a team of certified professionals focused on personalized, values-aligned financial strategies.
How often are financial plans reviewed?
We recommend regular reviews annually or when significant life changes occur, ensuring your plan remains aligned with evolving financial circumstances and goals.
What credentials do your advisors hold?
Our team includes Certified Financial Planners, Chartered Investment Managers, and accounting professionals with ongoing education in tax and retirement planning.
Do you serve clients outside BC?
Yes, we provide financial planning services to clients across Canada through secure digital platforms and regional partnerships.
