Connect Wealth operates as a financial planning establishment, embodying a direct and individualized approach to managing the financial well-being of its clients. The advisory team comprises six dedicated professionals who stand united in their commitment to supporting you in achieving your aspirations. This unwavering dedication to understanding your distinct requirements fuels their pursuit of excellence, ensuring that only the most skilled individuals are brought into their fold, guaranteeing the delivery of the financial planning you rightly deserve. Connect Wealth specializes in the realm of retirement planning, crafting tangible, attainable goals that propel their clients toward their desired outcomes. Furthermore, the team is resolute in cultivating meaningful connections with their clients, acknowledging the uniqueness of each individual's needs. For businesses, Connect Wealth offers adaptable solutions that extend to personal and business tax planning, customizing strategies to minimize expenses and optimize savings effectively.
UNIQUE FACTS:
• 16 Years of Experience
• Online consultation
• Onsite services.
Best Financial Services in Surrey
Expert recommended Top 3 Financial Services in Surrey, British Columbia. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
We have a strict “No Pay to Play” policy.
CONNECT WEALTH REVIEWS
Vince is quite possibly the nicest person I've ever met. He's professional, smart, and i feel confident that he is helping me manage my future... he's always listened and taken into account my thoughts and goals, and has met me where I'm at while making me feel positive and encouraged about moving forward with my savings. I appreciate you Vince!!
Me and my wife have been working with Vince from Connect Wealth for a little over a year and we couldn't be happier. They are doing a great job with the portfolio and meetings with Vince are always a great opportunity to get educated, ask for advice, financial or not, share ideas and have a laugh. Highly recommended.
I've worked with Mike Erickson and his team for the past five years and I'm grateful for his professionalism, guidance and partnership. I've referred family and he's taken great care of them. Trust is critical and you won't find anyone you can trust more than Mike Erickson. Thanks Mike and keep up the great work.
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Westgroup Financial Management Inc. stands as an authority in the realm of financial planning, excelling at tailoring optimal solutions to address your distinct financial requirements. Their team members are wholeheartedly dedicated to securing your success through a well-calculated strategic approach. Westgroup Financial Management Inc. specializes in furnishing comprehensive financial plans for families and corporations, encompassing a range of essential aspects such as estate planning, retirement planning, and private wealth management. Their services extend to encompass wealth protection and investments, including but not limited to RRSPs, RESPs, TFSAs, guaranteed income funds, and segregated funds. Meticulously ensuring excellence in wealth management, the firm is dedicated to fostering prosperity for both families and businesses. Notably, Westgroup Financial Management Inc. provides a suite of financial calculators on its website, catering to computations related to savings, loans, investment returns, inflation, tax rates, and much more.
UNIQUE FACTS:
• Certified Consultatants
• Online Consultation
• Onsite Services.
Specialty:
Serving Locations:
South Surrey, White Rock, Delta, Vancouver, West Vancouver, North Vancouver, New Westminster, Coquitlam, Burnaby, Langley, Chilliwack, Port Coquitlam, Port Moody, Mission, Abbotsford, Pitt Meadows, Maple Ridge, Squamish, Whistler, Victoria, Nanaimo, Kelowna, Penticton, Kamloops, Surrey & Richmond, BC
Contact:
Working Hours:
Sat & Sun: By Appointment
TBR® Inspection Report:
WESTGROUP FINANCIAL MANAGEMENT INC. REVIEWS
Jayan is the best thing to happen to us in the last one year. What sets Jayan apart is the fact that he is our friend and guide first and the thorough professionalism kicks in after that. He has been our tailwind and has helped us achieve our goals in a time span we could not have dreamt of. Hope to continue this partnership for years to come.
I just recently started investing with WestGroup and have Harpreet as my advisor. I have received nothing but support, understanding, great advice, and wonderful communication on all aspects. Everything is always handled professionally and without judgement. I will definitely be recommending WestGrouo and Harpreet to others I know that want to know their financial health will be in good hands.
As someone who is quite cautious about finance management, I am glad to be represented by Mr. Jayan Jayabal. He is precise and informed when it comes to finding the best solutions for his clients. He has been aiding us extremely well in our finance-wellbeing journey. And we know that he will be our ally and advisor on anything wealth-related in the future as well. Additionally, Jayan is a warm and positive person. And we regard him as our good friend!
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Karasick Crabtree & Murray specializes in delivering strategic solutions in the realms of investment, taxation, and estate planning, specifically tailored for high-net-worth and ultra-high-net-worth professionals, business owners, and their respective families. Their team of seasoned professionals offers a comprehensive approach to managing wealth. The firm boasts an extensive track record in both creating and safeguarding wealth through sophisticated tax and estate planning strategies. Employing a family-centric model, Karasick Crabtree & Murray adopts a holistic approach to financial planning. They are dedicated to fostering enduring relationships built upon principles of respect, meticulous attention to detail and steady growth of portfolios. A cornerstone of their services is comprehensive retirement planning facilitated by certified financial planners catering to affluent individuals in Canada. As part of their commitment, Karasick Crabtree & Murray extends the courtesy of a complimentary, no-obligation assessment to their valued clients.
UNIQUE FACTS:
• 34 Years of Experience
• Online Consultation
• Onsite Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
KARASICK CRABTREE & MURRAY REVIEWS
My husband and I have been clients of Karasick and Associates for over twenty years. Although our initial motivation for financial planning was for our eventual retirement, Lyle and Aaron helped us to plan for eventualities we hadn't even considered, including how to best help our children finance their post-secondary educations. Lyle and his team took the time to get to know us and our comfort zones surrounding strategies for financial management. Their expertise and patience gave us the confidence to trust in the strategies they proposed as we worked toward our retirement goals. I am thrilled that my husband and I were able to retire while we are still young enough to enjoy the fruits of our labour and the sound advice provided by Lyle and Aaron. We never could have retired when we did without them. The addition of Ryan Murray to the team has added a new generation of knowledgeable expertise and it is with confidence that we have referred our adult children to Karasick and Associates in order that they too can make sound financial decisions. We highly recommend Lyle and his team and are grateful to have them on our side.
For over 25 years it has been my privilege to know Lyle Karasick. What started out as a simple $100.00 a month investment, so many years ago, has now developed into a financial security that would not have been possible without his guidance. Over the past few years the world has experienced volatility in the markets, which can make even the most seasoned investor somewhat nervous, but Lyle has always provided me with the very best advice in financial planning. Lyle and his team have always been there for me. When my wife Sandy lost her battle with Cancer, Lyle was more than just a financial advisor, he was a very dear friend. His first words to me - "Everything has been looked after" - reassurance that I will never forget. It is a pleasure for me to be associated with his team. There are many in the financial world - but there are very few individuals like Lyle Karasick.
The personalized and attentive service provided by Ryan Murray has been exceptional. He's taken the time to educate my wife and I about financial planning, investments and life insurance. We now feel so comfortable and excited about our investments. While there are highs and lows, it's clear that the long term benefits of having a plan, namely a plan we are comfortable with has been priceless. I'd recommend Ryan and the Karasick & Associates group to anyone!
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