Connect Wealth

Connect Wealth is a financial planning firm with a straightforward, personal approach to managing our clients’ finances. We know that our clients have their own goals and we aim to create strategies that align with their aspirations. Working together, we set measurable targets and build plans that produce results. We continually build relationships with specialists that assist our clients through complex financial circumstances; this approach not only saves our clients’ valuable time in finding the right experts, but it lets them rest assured that they’re being matched with the best experts in the industry. Our philosophy is simple: • We strive to understand your unique needs • We treat you the way we would like to be treated • We provide you with sound financial advice • We continually strive to learn more • We introduce you to the right experts (even outside of our company) when it’s the right thing for you • We build great relationships along the way Our Approach: • We understand every aspect of our clients’ financial situation • We set measurable goals to help our clients reach their goals • We track our clients’ goals to ensure we’re on target • We modify and adjust our clients strategies depending on their needs Learn more about our business: https://www.connectwealth.ca/