We’re here for you
Financial Advice with a Personal Touch.
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 is simple:
We take a systematic approach to managing our clients’ finances.
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 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.