Join us on an exciting journey into the world of financial planning with our Money Minute blog series. Featuring short reads and videos, this series offers practical financial resources that simplify complex concepts, making them more understandable and accessible to everyone. Whether you’re an experienced investor or just beginning your financial journey, our content is tailored to all levels of expertise and investment interests. If you have any questions or would like to schedule a meeting with one of our advisors, please don’t hesitate to contact us.
Much of the financial services industry is focused on Wealth Accumulation.You’ve likely heard: “Contribute to RRSPs” “Maximize your TFSA” “Buy an RESP for your child’s education” So what happens when you reach retirement and all that hard work of building wealth for your future becomes your main source of income?Your…
Read More »What is a Financial Advisor? A Financial Advisor is a professional with skills and expertise to help guide you in making good financial decisions. This guidance can be in the area of: Retirement Planning Cash Flow to manage Debt Strategic Investing Efficient Tax Planning Risk Management Estate Planning Advisors might…
Read More »“Find a group of people who challenge and inspire you, spend a lot of time with them, and it will change your life forever”- Amy Poehler This dynamic duo goes as far back as the cradle. Joey first entered the business in 1990 while Cassandra was due to arrive into the…
Read More »Welcome to Connect Wealth! After nearly a year of preparation, today we officially launch our new name and new look. We are excited to be celebrating this milestone and to begin this new phase of our journey together with you! At Connect Wealth we: Value our ability to Connect with you, our clients, to help…
Read More »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.…
Read More »Another year has come and gone, and we find ourselves back in the swing of things after a busy holiday break. We are committing to new goals and pressing reset for the new year. It is also a great time to get finances in order and ensure that we are…
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