Connect Wealth
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Connect Wealth is committed to providing a straightforward, personal touch to financial planning. We set measurable targets to hit the goals we are aiming for.
Connect Wealth is a financial planning firm with a unique approach to managing client finances. We have a straightforward, personal approach to aligning a client’s current life situation to where they want life to go. We continually search for specialists that assist in walking our clients through complex financial circumstances. This service saves our clients valuable time in finding the right experts and knowing whether they are qualified to provide the service needed.
04/24/2026
At Connect Wealth our mission is clear, to guide you toward your financial goals through customized strategies and unwavering support. We achieve this by prioritizing listening, learning and collaborating with our clients. For more information on who we are and what we do, visit us at www.connectwealth.com
04/20/2026
Tax season is wrapping up, and April is your final opportunity to get organized and avoid last-minute stress.
Connect Wealth is here to work with you and your tax professional to ensure everything is aligned.
Tax season isn’t just about filing—it’s an opportunity to use what you’ve learned to plan smarter for the year ahead.
Buying your first home in Canada feels harder than ever—but the First Home Savings Account (FHSA) can give you a real advantage.
With tax-deductible contributions and tax-free withdrawals for a first home purchase, it’s one of the most powerful savings tools available today. Whether you’re a first-time buyer building your down payment or a parent looking to help your child get into the market, the FHSA can be a smart part of the plan.
If homeownership is on the horizon for you or your family, let’s build a strategy that helps make that first home possible.
🔗: https://www.connectwealth.com/canadas-new-secret-weapon-for-first-time-home-buyers/
04/05/2026
Happy Easter from all of us at Connect Wealth!
Our office will be closed Friday April 3rd so that our team can spend some quality time with their loved ones. Please feel free to reach out if you need anything urgent! Wishing you a relaxing and joyful long weekend!
03/30/2026
Group Retirement Plans are one of the most meaningful ways employers can invest in their team’s long-term well-being. These plans help employees save for the future with confidence, while giving businesses a powerful tool to attract, retain, and support great people. At Connect Wealth, we design Group Retirement solutions that are transparent, easy to understand, and tailored to your workplace. From plan setup and education to ongoing support, we help you create a program that empowers your team and strengthens your company for years to come.
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Website
Address
13-2970 King George Boulevard
Surrey, BC
V4P0E6
Opening Hours
| Monday | 9am - 4:30pm |
| Tuesday | 9am - 4:30pm |
| Wednesday | 9am - 4:30pm |
| Thursday | 9am - 4:30pm |
| Friday | 9am - 4:30pm |