Connect Wealth Launches Today

Author: Vince Olfert, MBA, CIM, CFP®

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:

  1. Value our ability to Connect with you, our clients, to help you navigate your financial future,
  2. Develop financial strategies to Connect your finances with your goals,
  3. Work diligently to Connect our clients with specialists that we recommend for specific business or advanced personal planning needs.

Connecting with our clients is our passion. If you have any questions or would like to contact us, we would love to hear from you!

money

The Latte Factor…
No matter how much money one makes you can always find a way to spend it. Does your income keep going up but yet there is no extra money at the end of the month? Do you know where your money has gone? What happens in retirement once your income is fixed? Read more

baby-boomers-ready-to-sell

Planning On Selling Your Business…

Are you approaching retirement and planning on selling your business?
As an entrepreneur, you dreamed of building your own successful business. After all those years of hard work, you plan to reap the rewards in the form of a successful business sale. Sounds like a great plan! But, making the sale is not as easy as it may appear. Read more

mortgage-insurance

Not knowing could cost you thousands!
Did you purchase the coverage offered to you by your lender? Most people have a mortgage in Canada and it is typically the largest debt most Canadians will ever assume. Before buying a house people will research and compare to find the best mortgage rates and terms but not necessarily the best insurance coverage. Read more