Our Firm

Our team tailors planning strategies and financial solutions to meet your unique needs.

Founded Out of Necessity

We founded Singer Olfert Financial Group to bring a much-needed personal touch to the financial planning marketplace. As local, Vancouver-based consultants, we meet with our clients, eye-to-eye, to ensure they know the person behind the suit.

Here to stay…

The key to our success lies in the relationships that our team builds with our clients. With our strong background in financial planning, we remain committed to our core values:

  • Understanding our clients’ needs
  • Providing sound advice
  • Building great relationships along the way

Our Story

  • September 2017

     

    10 years and counting

    Celebrating over a decade of excellence, we gathered to celebrate 10 years with an April Wine concert. With 8 advisors, 9 admin staff, and 3 locations (South Surrey, Vancouver, Victoria), things are only getting better.

  • June 2017

    Vancouver Office

    Opening of Vancouver office in the summer of 2017.

     

    June 2017

  • September 2015

     

    Victoria Office

    Opening of Victoria Office in the fall of 2015.

  • June 2012

    Onwards and Upwards

    Continuing to grow, we moved our 5 advisors and 4 admin staff to our current office in South Surrey.

     

    June 2012

  • September 2007

     

    Getting Started

    Singer Olfert Financial Group came to life in Surrey, British Columbia. 4 advisors and 1 admin got to work at our first office in Elgin Corners.

  • May 2007

    Founding

    Over coffee at Porter’s Bistro in Langley, Vince Olfert and Chris Singer envisioned a plan for a new, better way to do financial planning: Singer Olfert Financial Group.

     

    May 2007

We provide a variety of planning strategies and financial solutions to meet your unique needs.

Send us a message. We’d love to chat.