We founded Connect Wealth 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.
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:
Connect Wealth is unveiled as the new name for the firm. The change is the culmination of a 9-month process that sought to better align our name and brand with the company’s corporate culture, values and client commitment. 6 advisors and 4 admin staff.
Celebrating over a decade of excellence, we gathered with clients and friends to celebrate 10 years with an April Wine concert.
Continuing to grow, we moved our 5 advisors and 4 admin staff to our current office in South Surrey.
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.
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.