Connect Wealth is an Independent Financial Planning Firm that specializes in starting, growing, and maintaining Company Group Retirement plans. Our dedicated support staff and group of Advisors make it our priority to serve your members on an ongoing basis to ensure the Group Retirement Plan is our primacy and not your responsibility.
Connect Wealth was Established in 2007 with a goal to give objective, independent Financial Advice with a focus on delivering exceptional service to their clients.
Quick Facts
- Over $350 million Assets under Advisement
- Serving companies whose HQs are located in Canada, USA and Europe
- Service members in every Province across Canada
- Objective: to give EXCEPTIONAL client experience to EVERY Connect Wealth client
Meet the Team
VINCE OLFERT
MBA, CIM, CFP® – Certified Financial Planner®
Direct: 604.542.4298 ext. 105
Fax: 604.542.4289
vince@connectwealth.com
Vince specializes in helping business owners and their employees build and protect their wealth. With his years of experience, he understands the financial and emotional issues that come with managing wealth. He was highlighted in Advisors Edge magazine for his work with pensions and group retirement services. Vince continually strives to find new ways to communicate complex financial concepts so they are easy to understand for our clients.
He spends his spare time with his wife and kids, coaching community sports, and volunteering with local youth programs.
MIKE ERICKSON
BBA, QAFP – Financial Advisor
Direct: 604.542.4298 ext. 111
Fax: 604.542.4289
mike@connectwealth.com
Mike has a passion for meeting people and assisting them with all their financial planning needs. Playing sport throughout his University career he has always valued the importance of goal setting. Mike works tirelessly to ensure his clients’ goals, dreams, and financial needs are met. Personal planning, retirement planning, and Tax Planning, are all areas where Mike finds value for his clients. He joined the team in 2013 after completing his Business Degree, LLQP, and Canadian Investments Funds course.
When not working, Mike enjoys finding adventures with his wife and 2 boys or playing sports in the community.
JULIA FRIESEN
BSc, ACIA, CFP® , Financial Planner
Direct: 604.542.4298 ext. 121
Fax: 604.542.4289
julia@connectwealth.com
Julia’s background in the actuarial field gives her unique technical experience in pensions, group benefits, and investments that she is excited to bring to Connect Wealth clients. She holds a BSc in Physics, an associate designation with the Canadians Institute of Actuaries, and a CFP® designation.
In her free time she enjoys travelling, connecting with friends, and playing and writing music. She lives in Abbotsford with her husband and three kids.
In her free time she enjoys travelling, taking walks, and writing music. She lives in Abbotsford with her husband and three kids.
JOEY SAN
Financial Advisor
Direct: 604.542.4298 ext. 112
Fax: 604.542.4289
joey@connectwealth.com
For the past thirty years Joey has established a practice based on relationships and trust with his clients. The majority of his clients are families and small business owners. Historically his practice has been focused on risk management to provide a solid foundation and security for clients. Since then Joey has expanded his practice to help educate clients as they navigate towards retirement and provide support in tax and estate planning. Joey is actively working on getting his Certified Financial Planner designation to better serve his clients.
Joey’s active lifestyle often finds him golfing, fishing or spending time with his family during his spare time.
CASSANDRA SAN
Financial Advisor
Direct: 604.542.4298 ext. 112
Fax: 604.542.4289
cassandra@connectwealth.com
After graduating as a collegiate athlete from the University of Idaho with a Bachelor of Business Marketing degree, Cassandra joined her father’s practice. She has five years of experience in the insurance industry focusing on risk management and is working to be a Certified Financial Planner. Cassandra understands the importance of being proactive and educated about your unique financial situation and is most passionate about helping clients obtain their goals.
In her spare time Cassandra loves trying new restaurants, planning her next vacation and most importantly spending time with friends and family.
