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Founded in 2004 and built on our core principles of Value, Trust and Simplicity, Connect Wealth has been providing superior client service to individuals, families and business owners for decades. Located in the Metro Vancouver area we proudly serve clients across Canada. Our dedication to the highest level of service for our clients and our desire to always do what’s best for their unique scenario has allowed us to successfully grow, primarily through client referrals. Our team of dedicated professionals each bring unique skills sets that allow us to come together to ensure our clients receive exceptional service. We aim to take the complexities of each client’s financial world and create a financial plan that outlines a clear and simple path forward.
In the pursuit of excellence, we wanted to improve client engagement with their financial plan. Unable to find an out of the box solution, in 2011, Connect Wealth built proprietary software, My Financial Future, to better serve clients. It has evolved into a robust comprehensive planning tool that enhances client communication and involvement.
We provide comprehensive financial planning services for individuals and businesses, including budgeting, retirement planning, tax planning, estate planning, and investment management.
Our fee structure is transparent and tailored to your needs. We offer various options, including hourly fees, flat fees, and a percentage of assets under management (AUM).
We distinguish ourselves through our specialized expertise, personalized approach, and commitment to ongoing client education.
We believe in regular reviews to ensure your plan stays aligned with your goals. The frequency of reviews depends on your needs and any changes in your financial situation.
Our approach is highly personalized. We take the time to understand your unique goals, concerns, and circumstances, crafting a financial plan specifically tailored to you.
We assess and manage risk through a strategic approach that considers your risk tolerance, financial goals, and market conditions to ensure a well-balanced and informed strategy.
Our advisors hold relevant certifications and qualifications, demonstrating their expertise in financial planning and commitment to delivering high-quality services
We stay ahead of industry trends and regulatory updates through ongoing education and monitoring, ensuring your financial plan adapts to the evolving financial landscape.
Copyright © 2024 Connect Wealth Inc.
Office Hours:
Monday to Friday 8:00 AM – 5:00 PM
Closed Statutory Holidays
Phone: 604.542.4298
Toll Free: 1.877.542.4298
Email: info@connectwealth.com
Head Office:
13-2970 King George Blvd.
Surrey, BC V4P 0E6
Michelle, an Administrative Assistant focusing on insurance products and services, aims to provide high-level customer support and build strong client relationships. She holds a Bachelor of Business Administration from Simon Fraser University and has been working in the financial services industry since 1993. Outside of work, Michelle enjoys spending time with her family, walking her dog, baking, reading, and enjoying nature.
Melanie entered the financial services industry in 2007 and joined our team in 2012. With extensive administrative experience, she ensures the client services team operates smoothly and efficiently. Melanie is dedicated to excellence, ensuring all team members have the resources they need to excel. Outside of the office, she enjoys spending time at hockey rinks, riding rings, baseball fields, or camping with her husband, young kids, family, and friends.
With nearly 20 years of experience in administrative support in the financial services industry, Lori enjoys being part of a team and working with her husband, Mark, to support clients. She is organized and excels in building strong client relationships. Lori is excited to be part of the professional team at Connect Wealth. In her free time, she enjoys hiking, paddle boarding, long walks, and spending quality time with her family and friends.
Eddy coordinates account openings, transactions, and information updates, ensuring client inquiries are promptly addressed. With experience in various financial companies and a financial planning course from BCIT, Eddy values customer care and efficiency. She enjoys traveling, spending time with her mom, and working at Connect Wealth. Eddy finds satisfaction in completing tasks timely and making clients happy.
Brittany is part of our administration team, coordinating investment account needs and ensuring timely and accurate communication. With over 13 years of experience in the investment and financial planning industry, Brittany brings a wealth of knowledge to her role. Outside of work, she enjoys spending time with family and friends, baking, and being creative through arts and crafts. Brittany is dedicated to providing helpful and friendly service.
With a successful management career at New York Life and Canada Life, Suzanne transitioned to financial advising. Her 20 years in management have given her a deep understanding of the challenges and rewards of financial planning. Suzanne is passionate about helping others achieve their financial goals and securing the necessary safety nets. She is actively involved in her community, mentoring young entrepreneurs, and serving on the boards of several non-profit organizations. Suzanne enjoys the support of her spouse, Gaynal, and her four-legged friend, Sunny, who handles public relations. Suzanne believes it is never too late to start a conversation about your financial plan.
Corey is a CPA with a Bachelor of Commerce in accounting from the University of Calgary. He began his career in 2018 at MNP LLP, where he completed his CPA articling and later became a tax specialist and manager. Corey has extensive experience in tax planning, reorganization engagements, and corporate finance. He joined MNP Corporate Finance Inc., serving as a financial advisor to clients in business sales and acquisitions. Committed to helping clients achieve their financial goals, Corey focuses on areas such as tax minimization, maximizing shareholder value, and implementing succession plans. Outside of work, he enjoys physical activities and spending time with his wife, continually seeking knowledge to benefit his clients.
Mark is dedicated to educating clients and assisting with wealth creation and protection. He serves business owners, professionals, and young clients beginning their financial journey. Known for making complex financial concepts relatable, Mark is a valued resource within the accounting community. When not working, he enjoys volunteering, playing hockey, cooking, and reading. Mark resides with his family, serving on various volunteer boards.
Julia is a Certified Financial Planner with a background in actuarial science, providing her clients with valuable analytical and technical expertise. She holds a BSc in Physics, an LLQP designation, and a CFP® designation. Julia excels at helping clients develop plans that align with their values and achieve their goals. In her free time, she enjoys traveling, spending time with friends, playing and writing music, and connecting with her husband and three children. Julia looks forward to continuing to add value for her clients and supporting the team at Connect Wealth.
Having been in the financial planning industry since 1990, Joey specializes in Risk Management and Estate Planning. He holds a Life and Segregated Funds License and has extensive field experience. Joey joined Connect Wealth in 2019 to work with his daughter Cassandra, creating the ultimate father/daughter team. Born in Fiji and relocated to Canada at 12, Joey is married to his high school sweetheart, Rita. They have three children and a grandson, Trysten. In his spare time, Joey enjoys golfing, fishing, and spending time with his grandson. Joey is passionate about providing clients with the best financial advice.
Vince specializes in helping business owners and their employees build and protect their wealth. With his years of experience, he understands the financial and emotional issues that come with managing wealth. He was highlighted in Advisors Edge magazine for his work with pensions and group retirement services. Vince continually strives to find new ways to communicate complex financial concepts so they are easy to understand for our clients.
He spends his spare time with his wife and kids, coaching community sports, and volunteering with local youth programs.
Cassandra, a financial advisor at Connect Wealth, focuses on risk management planning. Cassandra started in the financial industry in 2016, when she joined her dad’s practice. Cassandra enjoys working with family and small businesses, appreciating the professional and supportive environment at Connect Wealth. She holds a Business degree from the University of Idaho and is pursuing her CFP designation. Recently, Cassandra became a new mom, and she and her husband Alvin spend most of their time chasing their son, Trysten.
Mike, who joined Connect Wealth in 2013, has a natural ability to connect with clients on both professional and personal levels. He entered the financial planning industry to give clients the confidence they need for their financial futures. Mike oversees the Group Retirement Plan Division, working with companies of all sizes and assisting clients in both saving for retirement and managing decumulation. A graduate of Trinity Western University’s School of Business, Mike holds multiple designations including LLQP and QAFP®. Outside of work, he enjoys coaching his sons’ baseball teams, spending family days at the beach, and volunteering in his community. Mike resides in Abbotsford, BC, with his wife Amy and their two boys.
Vince specializes in helping business owners and their employees build and protect their wealth. With extensive experience, he understands the financial and emotional challenges of managing wealth. Vince has been highlighted in Advisor’s Edge magazine for his work with pensions and group retirement services. He continually strives to make complex financial concepts easy to understand for clients. In his spare time, Vince enjoys spending time with his family, coaching community sports, and volunteering with local youth programs.