Here's The Rundown: 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 cost to the general excellence. You deserve only the best!
TOP 3 CONNECT WEALTH REVIEWS
Forever grateful to the Connect Wealth team for helping me learn more about my finances, investments and budgeting. It can feel like a daunting task to sit down and map everything out you need to do in order to allocate money appropriately, invest and have a safety net of savings. Cassandra helped break this down 1-on-1 in a simple, easy to understand manor. She has your best interest at heart and finds ways to make your money work with your lifestyle. Highly recommend using her for your financial planning present and future.
I've had the pleasure of working with Cassandra for the past few years on my finances, and I can't recommend her enough. Her depth of knowledge in the financial realm is impressive, and she consistently goes above and beyond to ensure I am well-informed and confident in my financial decisions. She's always available and willing to address any questions or concerns I may have; whether it's a quick clarification or a more in-depth discussion, she always makes time for me. Cassandra is a true asset, and I feel fortunate to have her on my side.
The Connect Wealth team as a whole has be a true pleasure to work with. Our advisor Cassandra has been amazing in her approach with my wife and I in helping us gain financial literacy along with planning our financial future. Over the last year, she has navigated us through some tough financial obstacles and we couldn’t be more thankful to have her guidance. We feel very comfortable with the path she has laid out for us and look forward to continuing working with her over the years to see our financial goals achieved.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Westgroup Financial Management Inc. Westgroup Financial Management Inc.](https://threebestrated.ca/images/WestgroupFinancialManagementInc-Surrey-BC.jpeg)
Here's The Rundown: 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.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 WESTGROUP FINANCIAL MANAGEMENT INC. REVIEWS
After moving from United States to Canada, it was very difficult to learn, research and understand the financial/wealth management system in Canada. We were lucky to have met Jayan Jayabal (now our financial advisor and friend @ West Group) and his team Karm & Bal. They helped us understand the nuances of the financial system here and kickstarted our wealth management journey in Canada. We have very high praise for Jayan's vast knowledge in this sector coupled with his professionalism and communication skills. He is highly responsive, very diligent and tirelessly answers all of our questions. Jayan and West Group regularly discuss wealth management strategies with us to keep up with changing tides. We highly recommend Jayan and West Group Financial Management's services.
We cannot say enough good things about Karm, Aman, Bal and Sukhy and the rest of the team at Westgroup Financial. Their professionalism, knowledge and passion show through each time we meet. We always look forward to talking with them and learning from their vast wealth of financial experience and advice. Thank you to the team for your continued guidance and support. HIGHLY RECOMMEND! Simply the best.
Meenakshi Sareen helped me look at my finances and figure out how to better plan for the future. She helped me take a detailed look at my budget and learn how to invest funds to enjoy more financial security. I appreciate her willingness to answer questions, which allowed me to learn new ways to get to my goals. I would recommend her as a financial advisor to help you learn more about how to manage your money more effectively.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Different Financial Different Financial](https://threebestrated.ca/images/DifferentFinancial-Surrey-BC.jpeg)
Here's The Rundown: 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.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 DIFFERENT FINANCIAL REVIEWS
I started going to Melissa at 18 years old. With no experience investing and no understanding of all the terminology, I was nervous going into it. Melissa completely put my mind at ease!! She put everything into terms I could understand and took the extra time to help me. She genuinely cares about her clients and I look forward to my appointments with her. I am so grateful for all her help and support and now 5 years later I have a much better understanding of all the things that scared me initially. She is the best.
Melissa was awesome! She made both of us feel very comfortable talking about our financial situation. Melissa has some great knowledge and is always available to answer any questions you might have for her. She was very professional, and maintained a high level of confidentiality. I would recommend her services to anyone looking at their financial situation.
My working relationship with Melissa as my financial advisor dates back more than ten years and, from the very first time to now, Melissa has impressed me. She provides information which allows me to follow along with her line of thinking and her rationale for my investments, and I Iose no sleep because I have confidence in my decisions. Her wealth of knowledge and broad understanding of how the world of investments ebb and flow, stand her head and shoulders above others. I am happy to recommend Melissa Different and Different Financial.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.