We’re here for you

Financial Advice with a Personal Touch.

The Firm

Connect Wealth is a financial planning firm with a straightforward, personal approach to managing our clients’ finances.

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

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 when it’s the right thing for you
  • We build great relationships along the way

Our Approach

We take a systematic approach to managing our clients’ finances.

  • We seek to 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

Our Firm

Connect Wealth has been committed to bringing a personal touch to financial planning. As a local Vancouver firm, we’re here to serve you and deliver the personalized financial planning that you deserve.

Our Team

Our team of professional advisors will provide you with world-class, long-term financial management strategies. They will determine your financial milestones, answer any questions, and help you secure your financial future.