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!

UK pension

Did Your Pension Move When You Did?
Do you have a UK (United Kingdom) pension? There are a good number of British expatriates who are now Canadian residents that have pensions back in the UK. Have you forgotten about that plan from an old employer? Do you know your options?

When I create a retirement plan for a client I review what savings and pensions they may have. Quite often, past pension plans can be forgotten or misplaced, so this exploratory part of the process is critical so that nothing is missed. Read more

downsize house

That Is The Question
Should we downsize our house? If so, when? Maybe never? I think that downsizing too early or without planning can be one of the most costly retirement mistakes. I have seen couples that have downsized, found that they have not liked it, and then purchased a house similar to what they originally owned. The cost to do so was thousands of dollars. Read more