Connect Wealth is a financial planning firm with a straightforward, personal approach to managing its clients’ finances, serving clients across Canada.
We know that our clients have their own goals and we aim to create strategies that align with their aspirations. Working together, we set measurable targets and build plans that produce results. We continually build relationships with specialists that assist our clients through complex financial circumstances; this approach not only saves our clients’ valuable time in finding the right experts, but it lets them rest assured that they’re being matched with the best experts in the industry.
Our philosophy is simple:
• We strive to understand your unique needs
• We treat you the way we would like to be treated
• We provide you with sound financial advice
• We continually strive to learn more
• We introduce you to the right experts (even outside of our company) when it’s the right thing for you
• We build great relationships along the way
Our Approach:
• We understand every aspect of our clients’ financial situation
• We set measurable goals to help our clients reach their goals
• We track our clients’ goals to ensure we’re on target
• We modify and adjust our clients strategies depending on their needs
Learn more about our business: www.connectwealth.com
Company Details
- Employees
- 17
- Founded
- -
- Address
- #13 - 2970 King George Blvd, South Surrey,bc V4p 0e6,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- singerolfert.com
- Keywords
- Financial Planning, Insurance, Tax Planning, Retirement Planning, Estate Planning, Risk Management, Education Planning, Wealth Building, Pension Consulting, Succession Planning, Key Person Insurance, Personal Planning, Business Planning.
- HQ
- South Surrey, BC
Connect Wealth Questions
Connect Wealth's website is singerolfert.com
Connect Wealth's LinkedIn profile is https://ca.linkedin.com/company/connectwealthcanada
Connect Wealth has
17 employees.
View email and phone details for 17
employees at Connect Wealth.
Connect Wealth's industry is
Financial Services
Connect Wealth's categories are Financial Services
Connect Wealth's founding year is 2007
