Here's The Deal:
Connect wealth is an independent financial planning firm in Surrey, Canada. Vince Olfert, the founder and financial planner, specializes in helping business owners and employees build and protect their wealth. The team at Connect Wealth knows that each client has unique goals, and they aim to create strategies that align with these aspirations. By working together, they set measurable targets and build plans that deliver results. They also continually build relationships with specialists who assist their clients through complex financial circumstances. This approach saves their clients valuable time in finding the right experts and assures them that they are being matched with the best in the industry. Their financial advisors and administrative support staff work hand-in-hand to provide exceptional service. With a wealth of experience in financial planning and a steadfast commitment to your success, they help you achieve your financial aspirations. Whether you're looking to grow your business, plan for retirement, or protect your assets, Connect Wealth is dedicated to guiding you every step of the way. They pride themselves on their client-first approach, ensuring that your needs and goals are always at the forefront of everything they do.
3 Best Financial Services in Surrey, BC
Expert recommended Top 3 Financial Services in Surrey, British Columbia. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price to the general excellence. You deserve only the best!
WESTGROUP FINANCIAL MANAGEMENT INC.
Since 2018
Here's The Deal:
Westgroup Financial Management Inc. is one of the leading financial consultants in Surrey, Canada. The dedicated team at Westgroup Financial Management Inc. helps families and businesses reach their financial goals. They are highly committed to ensuring your success through a well-calculated strategy. As experts in financial planning, they specialize in finding the best solutions to meet your financial needs. Westgroup Financial Management Inc. has built its business on integrity and honesty, always focusing on improving your financial path. They provide comprehensive wealth protection and investment services, including RRSPs, RESPs, TFSAs, guaranteed income funds, and segregated funds. They aim to offer personalized advice and support, helping you make informed decisions about your financial future. Whether you're planning for retirement, saving for your child's education, or investing wisely, the Westgroup team is here to guide you every step of the way. They pride themselves on their client-first approach, always putting your needs and goals at the forefront of everything they do.
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DIFFERENT FINANCIAL
Since 2019
Here's The Deal:
Different Financial is a top-notch financial planning firm in Surrey, Canada. Melissa Different is the firm's personal financial planner and investment funds advisor. She has completed the Canadian Securities Course, the Conduct and Practices Handbook, the Branch Managers' Examination Course, and the ETFs for Mutual Fund Representatives course and holds the Personal Financial Planner (PFP) designation. At Different Financial, the team understand that every client's financial journey is unique. They take the time to listen to your individual needs and goals, crafting personalized strategies that align with your aspirations. They are dedicated to building long-term relationships based on trust and transparency. Their commitment to exceptional service and client satisfaction sets them apart. They strive to ensure that every client feels valued and supported and knows that their financial future is in good hands. At Different Financial, your success is their top priority.
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Sat & Sun: Closed