Our Firm

Our team tailors planning strategies and financial solutions to meet your unique needs.

Founded Out of Necessity

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.

Here to stay…

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:

  • Understanding our clients’ needs
  • Providing sound advice
  • Building great relationships along the way

Our Story

  • Spring 2020


    Company name changed

    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.

  • September 2017

    10 years and counting

    Celebrating over a decade of excellence, we gathered with clients and friends to celebrate 10 years with an April Wine concert.


    September 2017

  • June 2012


    Onwards and Upwards

    Continuing to grow, we moved our 5 advisors and 4 admin staff to our current office in South Surrey.

  • September 2007

    Getting Started

    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.


    September 2007

  • May 2007



    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.

We provide a variety of planning strategies and financial solutions to meet your unique needs.

Send us a message. We’d love to chat.