Connect Wealth
Finance · Canada · 1-10 Employees
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Overview
Headquarters
2970 King George Blvd 13, Surrey, Britis...Phone Number
(604) 542-4298Website
www.connectwealth.comRevenue
<$5 MillionIndustry
About Connect Wealth
Connect Wealth Inc. is a financial planning firm headquartered in Surrey, British Columbia. Founded in 2004, the company provides personalized financial strategies for individuals, families, and business owners across Canada. Its services include personal planning, business solutions, and group retirement plans, with specific expertise in tax planning, estate planning, risk management, and succession planning. The firm delivers its services through a team of certified financial planners and utilizes proprietary software, My Financial Future, to enhance client communication and engagement.Explore more
Connect Wealth Org Chart
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Connect Wealth Inc. is a financial planning firm headquartered in Surrey, British Columbia. Founded in 2004, the company provides personalized financial strategies for individuals, families, and business owners across Canada. Its services include personal planning, business solutions, and group retirement plans, with specific expertise in tax plann... Read More
