Cassandra San, a Certified Financial Planner, is dedicated to helping individuals and families achieve their financial goals. A University of Idaho graduate with a B.A. in Business, she started her career in finance in 2016 alongside her father, emphasizing the importance of accessible financial advice for everyone. Cassandra’s practice takes a holistic approach, ensuring clients receive tailored guidance. Outside of work, she enjoys eating delicious food, working out, and spending quality time with her young family and friends.

Introducing Connect Wealth
New Name, New Look, Same Excellent Service We are pleased to announce that as of May 1st, 2020, Singer Olfert Financial Group will become Connect Wealth! Learn more at www.connectwealth.ca. Connect Wealth is an independent financial planning firm that offers holistic advice to clients based on their current goals and future aspirations.